Client Extranet

Client Extra (CLEX) is a public facing website that allows a client to view their case details, receive updates about their case via email, securely download correspondence, and send secure messages back to their Filestream handler.

The creation of new CLEX accounts can be setup as a trigger within a Filestream or Greencliff workflow, prompting the system to automatically send the client a welcome e-mail and SMS that provides instructions explaining how to access to their account.

Optional modules for CLEX enable clients to electronically submit their BACS payment information, digitally sign and acknowledge correspondence and upload documents directly into Filestream for the attention of handlers.