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Client Web Portal Feature

Edge isn’t just a case management system, it’s also a productivity tool that helps you interact with clients. For example, with the client web portal and login features, your clients can enter their data into your Edge installation directly from your website. With data captured in Edge, it’s secure and private. In addition to extra security, entering data directly into Edge reduces data entry time, increases accuracy, and enables clients to complete intake questionnaires when it’s most convenient for them.

With the embedded client login and web lead capture features, you can:

  • Enable clients to log in to the system directly from your website
  • Build your brand with your clients
  • Facilitate new client intake