The client's phone
The phone app, screen by screen
These are the app's own screens, drawn by the app with made-up data. You see sign-in, the firm picker, Home, Documents, one document and Profile. They match this page's theme, so switch the theme to see the other look. The phone app is the client's side of the same record the firm works in.
Sign in
The client signs in with the same passkey they use everywhere, so there is no password to remember.
Light appearance 
Dark appearance Choose a relationship
A client with more than one firm picks one here, and a client with one firm goes straight in.
Light appearance Home
Home shows a greeting, the setup steps left to do and the newest documents, and a tap opens each one.
Light appearance Documents
Documents shows the client's folders, and only the client sees the private folder until they share it.
Light appearance A document
The client can open and bring back an older copy of a document and still keep the current one.
Light appearance 
Dark appearance Profile
The client can change their own profile, and a change the firm must check waits for the firm to confirm it.
Light appearance
The same documents on the web
When the client uploads a document from the phone, it is in the firm's folder moments later. When the firm shares a file, it shows up on the phone, with a record that it was delivered. The client portal shows the same record in a browser.
Read how the phone app and Drive work or what the client side offers.