Category
Productivity
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Client Vault becomes compatible with native Fluent Community pages
Client Vault 20.33 is compatible with the new Fluent Community Space Pages. The complete vault is displayed there, with a dedicated block in their…
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Collection Mode: distribute, protect, and monetize your content with your secure vault
Client Vault is enhanced with a new mode, the Collection. A content catalog — videos, audios, PDFs, fact sheets — organized into sections, which…
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5 client reminders to automate this week
A missing document, a deadline coming up, a forgotten step: five reminders are enough to keep your cases moving without thinking about it. Here’s…
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The secret of independent professionals who finish their deliverables on the 10th instead of the 15th
In short: the difference between a firm that wraps up on the 15th and one that wraps up on the 10th is not the…
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7-step client onboarding: from the first meeting to signing
In short: a good onboarding process is not measured by its speed, but by the trust it builds. Seven steps, from the first appointment…
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Art. 226-13: professional secrecy and digitalization 2026
In brief: Article 226-13 of the Penal Code punishes any disclosure of secret information by a professional depositary. A client’s accounting documents fall under…
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Qualiopi attendance records with legal standing: moving beyond scanned PDFs in 2026
In short: a signed and then scanned attendance PDF has, in practice, no enforceable legal value in the event of an OPCO audit. The…
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Receive your legal case documents without chasing clients 14 times
Your clients upload their documents to a vault in your name, on your own server. You always know what has arrived and what is…
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