M&A Broker Platform Walkthrough — See What Your Sellers Actually Experience

Feature 01

Client Dashboard

The first thing clients see after login. Open items, upcoming deadlines, account health — all in one view. Eliminates inbox checking and "just calling to check in" phone calls.

30–50% fewer inbound calls $0 per-user fees

Works for: Law · CPA · Financial Advisor · Real Estate · Insurance · Recruiter

Replaces: Clio ($39–149/user/mo), TaxDome ($50–67/user/mo), Redtail ($39–59/user/mo) — all charge per-user. This doesn't.

2

Active Deals

34

Documents

Apr 10

Buyer Meeting

$0

Balance Due

Initial Consultation

Complete · Jan 15

Documents Received

Complete · Jan 22

In Review

In Progress

LOI / Offer

Pending

Feature 02

Deal Pipeline Tracking

Real-time deal milestones your sellers check anytime — no more calling to ask "where are we in the process?" Works for legal cases, tax returns, financial plans, home purchases, insurance policies, or executive searches.

#1 client satisfaction driver $0 marginal add-on cost

Works for: Law · CPA · Financial Advisor · Real Estate · Insurance · Recruiter

Custom milestones per vertical. Seller sees "Valuation → Marketing → Buyer Screening → LOI → Due Diligence → Closing." Each stage updates automatically. Same engine, different labels.

Acquisition — Pacific Coast Manufacturing

LISTED FEB 1, 2026 · BROKER: DAVID CHEN

Initial Consultation

Complete · Jan 8

Information Gathered

Complete · Jan 15

NDA Executed

Complete · Jan 17

Due Diligence

Complete · Feb 3

Buyer Qualification

In Progress — 3 items awaiting your review

LOI / Offer

Scheduled · Mar 28

Closing

Pending

Feature 03

Secure Document Portal

Encrypted drag-and-drop upload with smart checklists. Auto-reminds clients about missing documents. Replaces email attachments — meets FTC Safeguards, bar ethics rules, and SEC archiving requirements.

#1 most-requested feature 300% surge in firm cyberattacks since 2020

Works for: Law · CPA · Financial Advisor · Insurance · Recruiter

Replaces: SmartVault ($25–65/user/mo), Liscio ($49–99/user/mo), Suralink ($17–39/user/mo) — all per-user. Built into the portal.

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Drop files here or click to browse

PDF, JPG, PNG, DOCX · 256-bit encrypted · 25MB max

Document Checklist

✓Photo ID (Front)

✓Photo ID (Back)

✓W-2 / Income Statement

✓Mortgage Statement

○1099 Form(s)

○Bank Statement

○Prior Year Return

○Brokerage Statement

Feature 04

Secure Messaging

Encrypted in-portal messaging replaces email threads. Full conversation history, read receipts, and file attachments — all inside the hub. Meets compliance requirements across regulated industries.

Replaces $49–99/user/mo tools

Works for: M&A Advisor · Business Broker · Exit Planner

Phishing attacks on professional firms are surging. Email is the vector. In-portal messaging eliminates it — and creates a complete audit trail for compliance.

Hi — I've uploaded my W-2 and bank statements. Still looking for last year's return. Should have it by Friday.

Sarah Mitchell · Mar 12, 2:14 PM

Thanks Sarah. I see the W-2 and statements — both look good. No rush on the prior year return, we'll start with what we have.

Your Firm · Mar 12, 3:02 PM · ✓ Read

Great, thank you! One more question — do I need to include my spouse's income separately?

Sarah Mitchell · Mar 12, 3:15 PM

Yes — if filing jointly, we'll need their W-2 as well. You can upload it to the same document portal under "Spouse Income."

Your Firm · Mar 12, 3:22 PM · ✓ Read

Feature 05

Payments & Invoicing

Clients view invoices and pay instantly — credit card, ACH, or PayPal. Automated reminders for outstanding balances. Industry-specific compliance options available by vertical.

86% of CPA firms cite difficulty collecting fees

Works for: Law · CPA · Financial Advisor · Insurance · Recruiter

Integrates with Stripe and PayPal. No per-transaction platform fee from IECAN. You keep your existing payment processor — we just give clients a place to see and pay invoices.

Invoice	Description	Amount	Status
#1042	Initial Consultation	$500.00	✓ PAID
#1043	Document Preparation	$1,200.00	✓ PAID
#1044	Engagement Fee — Phase 1	$2,500.00	✓ PAID
#1045	Quarterly Service Fee	$750.00

Account Balance

$750.00

Feature 06

Appointment Scheduling

Self-service booking synced with Google Calendar, Outlook, or iCal. Clients pick available slots — no phone tag. Automated confirmations and reminders reduce no-shows.

Replaces Calendly ($12–20/user/mo)

Works for: Law · CPA · Financial Advisor · Real Estate · Insurance · Recruiter

Built into the portal at no extra cost. Clients don't leave your branded experience to book on a third-party scheduling page.

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Available — Apr 2

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Feature 07

E-Signatures

Service agreements, onboarding forms, tax authorizations, listing contracts, insurance applications — clients sign from any device. Legally binding with timestamp, IP logging, and SHA-256 audit trail.

Replaces DocuSign ($10–60/user/mo)

Works for: Law · CPA · Financial Advisor · Real Estate · Insurance

DocuSign charges per-user AND per-envelope at higher tiers. This is unlimited signatures, built into the platform, no extra cost.

Engagement Letter — Professional Services

By signing below, Client agrees to the terms of the Professional Services Engagement Letter dated March 15, 2026, including scope of work, fee schedule, and mutual responsibilities as described herein. This agreement covers advisory services as outlined in the attached scope of work document.

Signature

Sarah Mitchell

Date

March 15, 2026 · 2:47 PM EST

ID: 8f3a-29bc · IP: 192.168.x.x · SHA-256 verified · Legally binding

Feature 08

AI Chat Assistant

24/7 automated chat trained on your firm's services and FAQ. Captures after-hours leads, answers common questions, and routes complex requests to your team. The highest-margin add-on available.

40%+ of inquiries arrive after hours Agencies charge $300–600/mo for this

Works for: Law · CPA · Financial Advisor · Real Estate · Insurance · Recruiter

Available as a standalone add-on or bundled with portal builds. Trained on YOUR firm's specific services — not generic chatbot templates.

Mitchell & Associates — Live Chat

Hi! I'm the virtual assistant for Mitchell & Associates. How can I help you today?

I need to update my mailing address

You can update your address directly in your portal under Profile → Contact Info. Would you like me to walk you through it?

What about adding my spouse to the account?

Adding a spouse requires a brief authorization form. I can send you the form now, or schedule a quick call with Jennifer to discuss. Which do you prefer?

Feature 09

Knowledge Base & Resources

Branded self-service help center. FAQs, how-to guides, downloadable forms, video tutorials. Reduces repetitive questions and positions your firm as a professional resource clients return to.

Low build cost, high perceived value

Works for: Law · CPA · Financial Advisor · Real Estate · Insurance · Recruiter

Included in Tier 3 builds. Every question a client can answer themselves is a phone call your staff doesn't have to take.

How can we help?

Browse guides, FAQs, and downloadable forms below.

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Getting Started

Portal walkthrough and first steps

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Document Checklist

Everything you need to submit

💳

Payment FAQ

Methods, refunds, payment plans

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Privacy & Security

How we protect your data

📅

Scheduling Help

Book, reschedule, or cancel

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Contact Your Team

Direct contact info for your team

See What Your Sellers Actually Experience

Every Feature. One Platform. Your Brand.