Client Engagement Takes Time.
Pathways Doesn't.
Pathways - Your simple path to client care.
Simplify the way you support your clients and save time on admin. Because being a trusted coach means more than just words on a page.
Simplify, then Scale
See all of your client interactions, commitments and goals…all in one place.
Efficiency
Hold all aspects of your client relationship in one place, including invoicing, client notes, goals and outcomes.
Visibility
You and your client can see, at any point in time, who is doing what, by when and why.
Increase Transparency,
Build Trust
Make sure your clients are all on the same page with collaboration tools that improve communication and transparency... Eliminating phone calls and follow-ups.
Secure
Securely store and share an unlimited amount of notes and documents using Pathways Virtual Data Room.
Collaborate
Enhance communication with your client with in-app commenting and updating. Speed up accountability and goal setting success with real time comments, including check-ins.
Stay with your Client
Never lose track of where each client is on their journey. Know, at a glance, what’s outstanding and what the client is working towards. Stay on top of every client engagement, upcoming meeting, invoicing and payment, all in one place. Client commitments are clear with calendar updates and task lists
E-Sign
Expedite contract approvals and signing with integrated eSignature software.
Partnership
Manage obligations to improve outcomes from your templates, processes and approvals.
Maximise Your Potential
Increase completion speeds and transparency while reducing rework and frustration, by sharing your processes with your clients and business partners.
75%
An Australian Construction Company aims to reduce the time to reconcile contracts between developers, lawyers and homeowners by 75%, eliminating rework altogether.
4 Days
A Regional Corporate Services Company expectsto improve coordination with their clients, enabling them to set up a new fundfour days quicker (all of which are non-billable hours).
80%
A Real Estate Office aims to release 80% of the time they spend completing transactions between clients, lawyers and mortgage brokers.
Built With Real Businesses
Don’t take our word for it. See what our customers have to say.
“Pathways save us time and money, letting us focus on building houses. ”
We build homes and we are really good at it! We chose to partner with Pathways so we can digitalise our interactions with our business ecosystem on a transaction and portfolio basis.
Property Developer