Avg. responses sent / month
hours
Avg. time saved / month
$
Avg. amount recovered / response
Avg. correspondence sent / month
Secure pickup portals
Automatically create secure online portals for responsive documents.
- ServePort emails 2-factor access instructions and scheduled reminders
- Portals have no file size or type limitations and data is encrypted at rest and in transmission
- Manage expiration or keep the portal open for rolling productions
Automated cost recovery
An optional paywall ensures payment is received prior to dowload.
- Pre-configured invoices are added to the portal when paywall is enabled
- Custom billing for oneoffs or negotiated fees
- Prepayments are autodeducted from invoices
- Payment is collected prior to document download
Built-in audit tracking
Everything is tracked and easily reviewed throughout the process.
- Delivery details show the name/date/time of portal access, payment receipt, document download, and final closing or expiration
- Reports allow you to monitor all active portals
- Audit history eliminates discrepencies or disputes surrounding responses
“I was a bit skeptical of online portals at first… but after a few months on Safari, I would never go back.”
VALERIE DECKMANDocument Retention Specialist
First Merchants Bank
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