Project paperwork is difficult to organize and locate, and even digital files are often buried in emails and desktop folders. Having one repository that hosts project documents and can be accessed by all stakeholders, saves valuable time communicating project data. AgilePort is a client portal that supports document management and communication. All project data is collected and managed to facilitate efficient workflows, allowing you to easily prepare and respond to client requests for faster delivery of results and reports.
MetaField makes it easy to publish and share approved project documents without sacrificing accuracy or control.
MetaField allows firms to present project information through a branded client portal that reinforces professionalism and trust.
MetaField provides a secure, searchable repository where clients can access current and historical project documents at any time.
MetaField streamlines your workflows, driving accuracy, efficiency, and profitability for your business. Discover how we can meet your unique needs today.
Once reports have been approved and delivered to clients, generating project invoices immediately follows to send for payment. MetaField, an operational workflow platform, enables firms to capture all billable hours and transactions to seamlessly create accurate invoices within the platform.