Client portal and e-signature (August 2026)
For everyone · Updated August 13, 2026
The client portal for schools working with the Atticus team, with checklist, documents, e-signature requests, and export.
- Client portal — overview, document checklist, documents, messages, IT tickets, profile.
- Advisor workspace — client roster, per-client checklist, documents, messages, tickets, portal users.
- Checklist items that require an upload gate their own check-off; each item has “How to complete this item.”
- E-signature requests — advisors request a client’s signature on a document; signatures recorded with ESIGN/UETA evidence.
- Multi-file upload (up to 20 at once) and a ZIP export of every document with SHA-256 manifest and signature evidence.
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