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How can we improve the Smartr365 Client Portal?

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23 results found

  1. GDPR Documents

    When clients create an account, the GDPR documents (JM Consent Form and Openwork Data Protection Leaflet) are shown to them for them to acknowledge. However, this acknowledgement does not come through to the adviser side, the documents just get added to the document store with the 'Visible' tag enabled.

    The adviser must enable the 'Acknowledgement' tab on these documents for the clients to then log back in and accept the documents for a second time. The date of acknowledgement then appears on the adviser side.

    Please can the GDPR documents be automatically enabled for the 'Acknowledgement' so clients only have…

    1 vote

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  2. Permanent Rights to Reside

    Please can the client be asked if they specifically hold indefinite leave to remain / settled status / pre-settled status for ALL nationalities (except British/Irish) rather than just some nationalities?

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  3. Prevent Case Progressing if Applicants Haven't Agreed to Company Acknowledgements

    Should be able to prevent case processing if all case applicants haven't agreed to Company Acknowledgements.
    This will sometimes be done without the client portal, so should be dependent on a switch similar to the example, but relating to initial document exchange.

    1 vote

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