In this video, we highlight the features of the Perfect Form Portal for institutional firm users, our proprietary client portal designed to streamline all of your entity management needs.

From ordering services across all 50 states via our customized intake forms, to organizing and managing your entity data, to storing all of your historical filing documents, our portal is the most comprehensive yet intuitive entity management platform on the market.

00:00 Dashboard Introduction

00:09 Viewing and Editing Entity Data

00:37 Secure Communication and Data Security

00:54 Order Additional Services

01:08 Completing Customized Intake Form

01:52 Monthly Invoicing

02:12 Order Processing

02:23 Access Historical Filing Documents

02:40 Open Tasks, Invoicing, and Firm Groups Modules

03:16 Thank You