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Yantra Firms

Sign the clientComing soon

Documents and messages in one secure place

Clients upload what you need and message your team without email attachments, and you see what is still missing. This is coming next.

  • Secure document upload
  • Messages with your team
  • A checklist of what you still need from each client

Client portal is coming next

Leave your email and we'll tell you the day it's ready.

Sign the client

Goes well with client portal

Conflict checksEvery lead checked against your clients, adverse parties and earlier prospects.Engagement lettersEngagement and non-engagement letters sent for e-signature.