Multi-Office Operations
Offices as teams, one process, partner visibility across all of it.
Multi-office firms / White-Label Client Portal
Use your firm name in the client portal
Clients experience your firm, front to back. The portal carries your firm’s name and branding, and gives every client at every office the same place to send documents, sign, and pay.
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Branded with your firm’s identity
One portal across all offices
Requests, signatures, and billing in one place
What clients get
Clients in each office use the same portal.
Requests, itemized
Clients see exactly what is needed and upload against each item. No guessing what “send your documents” means.
Documents, secured
Uploads replace email attachments, and everything sent lands read, filed, and checked against the request.
Signatures and payment
Engagement letters and authorizations get signed in the portal, and invoices get paid there, with fewer loose ends per client.
Consistent across offices
A client of your Denver office and a client of your Phoenix office see the same firm, because it is the same portal.
Portal questions
The portal presents your firm’s name and branding to clients. It runs on Cranston’s infrastructure, so there is nothing for your firm to host.
