Fidu’s robust features help you customize and curate your client experience so you can scale the delivery of your subscription and flat fee services.
Let’s go over the platform’s layout and navigation:
The Dashboard is an overview of what’s happening inside your Portal - including overall metrics, Open Projects, Upcoming Project Tasks for the Team and Client, and recent messages, documents, and forms.
Clients is where you’ll find all things relating to your clients. Here you can upload, organize and manage all client information, from projects, to documents, and individual client portal settings.
Messages is a centralized location for all client communications.
Active Projects allows you to manage projects, monitor the status and see current milestones of all active projects.
The Productize menu allows you to turn your legal knowledge into reusable resources like articles, videos, FAQs, templates and more that can be easily shared with clients.
The Systematize menu is where you will bring together your Productize resources to share with clients via a Service, Page or Project.
The Optimize menu is where you can integrate Fidu with the other tools of your business's tech stack. This keeps the legal team working in the tools that fit your workflow best, while clients stay in Fidu.
Account Settings allows you to customize the look and feel of your portal, from branding to terminology, and overall navigation.
Support connects you with Team Fidu for questions, feedback and support.
