Category
Tutorials & news
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Major update to Client Vault: 11 languages, flawless emails, and a sharpened interface
In brief: a new version of Client Vault has just been released, and it’s a significant update. Its goal can be summarized in one…
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Client Vault Pro – Orchestrate your clients’ support journey so that none drop off in silence.
In brief — Client Vault Pro adds a layer of scripted journeys (individual, group, or free-form) to the Solo vault, with configurable guardrails, native…
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Client Vault Solo — The digital vault that eliminates “I didn’t receive it” between you and your clients
In brief — Client Vault Solo is a WordPress plugin that you install on your own server. Your clients deposit documents, videos, and files…
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Configure a standard ‘Compromis-Vente’ workflow in 12 minutes (checklist)
In brief: A Sale-Compromise workflow consists of six steps that follow automatically between your seller client, your buyer client, and your follow-ups with notaries.…
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Selling Client Vault to a law firm: the WordPress agency’s guide
You already know the firm’s site, its hosting and its team. Here’s how to pitch a secure digital vault to a lawyer in two…
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