Insurance & Legal Work
Made for business clients
Insurance companies and law firms send repeat work, expect consistent reports and pay on account. PI Agency Portal handles all three.
What you need
Built around how you work
01
Business accounts
Group a client company's contacts and cases under one account.
02
Master agreements
One agreement and payment terms cover every case they send.
03
Net terms
Invoice on account instead of taking a deposit for every case.
04
Report standards
Templates and approvals so every report meets the client's expectations.
Agreements & E-signing
The tools that matter most
Build your retainer and service agreements once, fill them automatically for each client, and have them signed online with the deposit taken in the same step.
- No printing, scanning or chasing signatures
- Deposits in before the first hour of work
- A clean record if a fee is ever disputed
Key features
Everything you need
Get started
Ready to run your agency on one system?
Register your agency and we'll set up your own private system, with your name and logo, ready for your team.