Do I need to move every message into the portal?

No. Start with documents and time-sensitive updates. Over time, route more messages into the portal.

Can I still make phone calls?

Yes. Use calls when helpful, but confirm details and share follow-ups in the portal so the record stays clear.

What about clients who dislike tech?

Send a simple invite and one reminder. Offer to upload a file on their behalf once—most clients adapt quickly.

Is this only for new matters?

No. You can invite current clients at any stage—start by sharing a 'Current Case' folder in the portal.

Will this replace my case management system?

Not necessarily. Many firms keep their case system and use vcita for client-facing scheduling, messaging, documents, and payments.

Why vcita
- WHY VCITA
  - Manage clients Gain & retain clients through amazing experiences
  - Get paid Get your money in the bank on time, every time
  - Master your time Make your workdays productive and organized
  - Market like a pro Create campaigns that impact your bottom line
- Industries
  - Healthcare Therapists, mental health, clinics, integrative medicine
  - Home services Home improvement, landscaping & cleaning
  - Business services Coaches & consultants, legal & financial services
  - Fitness Trainers, studios, gyms, wellness & fitness
  - Education Teachers & tutors, schools, courses & classes
  - Other industries Beauty, design, pet care, entertainment and more
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Features
- Features
  - CRM Store & organize client info & communication
  - Billing and invoicing Get paid on time with professional invoices
  - Online scheduling Help your team make the most of every workday
  - Client portal Invite clients to book, pay & contact anytime anywhere
  - Payment processing Choose how to get your hard earned money in the bank
  - Marketing Nurture & engage leads and clients with easy campaigns
  - Lead management Track, manage and convert leads into clients
  - App market Power your business with apps and integrations
  - BizAI Boost your business efficiency with AI
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Pricing
Resources
- Resources
  - Help center Discover tips and guides to all things vcita
  - Blog Industry trends, product updates and insights
  - Webinars On-demand videos to help grow your business
  - About us Discover the stories & people behind vcita
  - Careers Check out our open positions & join the team
  - Press vcita in the news, media coverage, and all that jazz
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