Client Portal

Inviting Clients to Your Portal

Client Invitations DriversConfidence makes it easy to onboard new clients through your branded portal. Sending an Invitation Navigate to Clients from your dashboard Click Invite Client Enter the cli...

How the Client Intake Process Works

The Client Intake Journey Understanding what your clients experience helps you support them and set expectations. Step 1: Ticket Upload Clients upload a photo or scan of their traffic ticket. Our sys...

Managing Your Client List

Client Management The Clients section provides an overview of all clients who have been invited to or registered through your portal. Viewing Your Client List Navigate to Clients to see: All invited...