Client Extranet
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An integrated extranet to provide secure, collaborative access to external clients & partners.
Provide your clients with realtime, 24/7 access to their own project, contract, service and account info to improve transparency, service levels & help clients help themselves.
Track & contribute to projects in realtime*
Allow clients and other external stakeholders to log in securely and see the components and open tasks on projects. Clients will also be able to see any email correspondence that they've been involved with, and optionally, you can even show clients budget utilization.*Currently in beta
Create & track requests & issues*
Give clients a 24/7 self serve access portal for raising their own issues or service requests, and to track those issues that are already in-progress. including selected file notes, emails and documents.*Currently in beta
Review & comment on selected docs*
Through the extranet, you can allow clients to view and access selected documents, such as project plans and other things that you're either happy to share externally, or that you've already send to the client in the past. Build a sense of cooperation and transparency by opening part of your project, issue or contract library for the client to access and review.*Coming soon
Provide digital signoffs & approvals*
For many professional service businesses, client signoff, approvals and engagement are a critical part of their business process. With the AffinityLive Client extranet, you're able to bring your clients into the picture, live and online.When you want a client's input, signoff or approval, you're able to define the specific, document, design or information fields, and by sending them a special, encoded email, your clients are able to instantly log in and access the extranet, provide their approval or rejection along with notes, and you're done. No mess. No fuss. And instant.
*Coming soon