Clients upload.You stop chasing.
Your clients sign in to a portal under your firm's name, fill in their own details and upload their own documents. They see their own case and nothing else.
- 1Their deadline, in viewSubmit-by date and days left, on the first screen they see.
- 2Two tabs, their case onlyDetails and Messages. No other case, no staff notes.
- 3They fill in their own detailsFields read from their documents. Amber ones still need an answer.
- 4They upload their own documentsDrag, browse or scan Drive, against a list of what applies.
How it works
From one invite to a full case file
01
You send one invite
From your firm, with your name on it.
02
They sign in
With a link sent to their email, or with Google. No password to forget.
03
They do their own intake
They fill in their own details and upload their own documents.
04
It lands in the case
Files go straight into the case, where Compose and Argus pick them up.
They see their file. You see everything.
Details
Their own forms, to fill in and correct.
Documents
Upload against a list of what applies to them.
Messages
One thread with your office about their case.
Never shown to a client
- Never · Any other client's case
- Never · Your staff-only notes
- Never · Your internal threads
- Never · Argus findings and your review
Your brand
Your name on every surface. Ours on none
The invite
Sends from your address, signed by your firm.
The portal
Your subdomain, your colours, your logo.
Any device
Clients upload from a phone as easily as from a desk.
The finished PDF
Cover page and dividers carry your brand.
Questions
Does my client know you exist?
No. Your domain, your logo, your email address. We appear nowhere your client can see.
Where do my clients’ files live?
On Canadian infrastructure, encrypted, readable only by the staff you put on that case. Your files are never used to train a model.
Does rcicaxis store client files in Canada?
Yes. Every client file is stored on Canadian infrastructure, encrypted, and readable only by the staff assigned to that case. Files are never used to train a model.
Ready when you are
Tell us about your practice.
15 minutes, your own files, no slide deck. We come back to you the same working day.