![]() Not sure if your instructions are clear? Have outside parties review your communications and instructions to see if they can follow your documentation without getting confused or frustrated. Don’t use too much technical jargon: lawyers may be in the practice of using complex terminologies and language, but your clients are not.How do I change my password? Where can I see my billing history? Make sure you and your staff are prepared to work through these with your clients. Provide FAQs: every new system will lead to some common questions.Portals may seem like an extra step to payment processes, but they’re also much more secure for your client’s continued confidentiality. ![]()
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