Advisory Firms: The Digital Solution to Manage Your Firm with the LexDigo Advisor Portal.
At LexDigo, we understand the needs of modern advisory firms and offer a comprehensive solution to simplify and automate the management of your firm.
Smooth and efficient communication with your clients
Upload and organize payslips, forms, and other client documents with unlimited storage. Our technology automatically assigns each document to the corresponding client, ensuring secure, certified delivery.
Centralize and control all your clients’ invoices from one place. Automatically scan invoices in seconds and export the information in a customized way, compatible with all accounting software.
Configure the portal with your brand image by adding logos, colors, and custom designs. In addition, customize the email texts your clients receive to maintain communication consistent with your corporate identity.
Use the ticketing and communications system to notify your clients effectively, keeping a record of all interactions and ensuring smooth, secure communication.
Create your own CRM to access up-to-date client data in real time. Your clients will also have an ERP to manage their employee information, making it easier to handle onboarding, offboarding, and vacation tracking.
