CLIENT EXPERIENCE
Canroad Client Portal
A secure portal is designed to keep retained clients organized with document checklists, appointment information, case milestones and messages.
SECURE ACCESS
Your Canroad client workspace.
Retained clients can securely check case milestones and upload requested documents using the case reference and access code issued by Canroad.
Document checklist
See requested items and upload status after activation.
PORTAL FEATURESee requested items and upload status after activation.
Case milestones
Track preparation and submission milestones.
PORTAL FEATURETrack preparation and submission milestones.
Secure messages
Keep case-specific communication separate from public email.
PORTAL FEATUREKeep case-specific communication separate from public email.
Security note: Secure portal endpoints are included. Case access is protected with a client-specific access code; document upload activates only after a private encryption key is configured on the server.
