Smart Client File and Message Portal
CLIENT EXPERIENCE
Make secure exchange simple for your clients
Free two-way guest accounts give clients a consistent place to receive, review, download, sign, track delivery status, and send confidential information. The intuitive interface helps clients complete the required action without falling back on unsecured email attachments.
Optionally integrate a password-less file and message secure deposit box for technically challenged clients.
SEARCH AND VISIBILITY
Find information and follow every exchange
Powerful search across the Inbox and Track tables helps your team quickly locate previous files, messages and e-Packages.
Clear delivery information shows whether an exchange is unopened, opened, returned, completed, unsigned or signed, giving your team greater visibility without unnecessary follow-up.
Detailed audit logs record key events, including when an e-Package was opened and its files downloaded, providing a clear history of activity.
CONTROL
Keep control after information is sent
Choose how long files and messages remain available by selecting an expiry period when sending an e-Package.
If information is sent to the wrong recipient or no longer needs to be available, access can be revoked, giving your organization greater control throughout the exchange.
Part of the complete e-Courier ecosystem
The Smart Client File and Message Portal connects directly with electronic signatures, secure deposit boxes, custom e-Forms, delivery status tracking and detailed audit trails.
Together, these services provide one consistent Canadian platform for managing confidential client communications and workflows.
BUILT FOR CONFIDENTIAL INFORMATION
Protected by the e-Courier security platform
Sensitive information remains encrypted in transit and at rest, with all data stored in Canadian data centres to support privacy, data residency and compliance requirements.
e-Courier is built without backdoors and uses a proprietary technology stack, keeping critical security under e-Courier’s control.
Make secure client communication easier
Give your team and clients one consistent place to exchange confidential files and messages, follow delivery progress and manage every interaction.