07 Client portals
Files, casesand progress, in onesecure space.
Your clients log in to follow their project, download documents, sign and message your team. Fewer “where is my file?” calls, fewer lost emails, and a service that feels as premium as it is.
- Personal logins
- Documents & e-signature
- Built-in messaging
(01) Sound familiar?
The problem is rarely the effort.
- 01
“Can you send it again?”
The same documents, sent by email and WhatsApp, again and again, to the same clients.
- 02
Nobody knows where things stand.
Clients chase you for updates, and your team stops real work to answer them.
- 03
Sensitive files in chat apps.
Contracts, IDs and invoices scattered across inboxes and phones, with no control over who sees what.
(02) What changes
From chasing to self-serve.
The same business, the same team. What changes is everything that now happens without anyone having to think about it.
(03) What you get
Everything it takes, built in.
- 01
Secure accounts
Personal logins, roles and permissions, with optional two-step verification.
- 02
Project & case tracking
Stages, milestones and status updates your clients can follow without calling.
- 03
Document vault
Upload, share and request documents, organised by client and project, with version history.
- 04
E-signature
Contracts and approvals signed online, with a record of who signed what, and when.
- 05
Invoices & quotes
Invoices, quotes and statements available at any time, with an automatic reminder for anything awaiting an answer.
- 06
Messaging
Conversations attached to the right project, instead of scattered across WhatsApp groups.
- 07
Notifications
Email and WhatsApp alerts only when something needs the client’s attention.
- 08
Your brand, your domain
Your logo, your colours, your address: it feels like part of your business, not a tool you rent.
(04) How it works
A client’s week, without the calls.
Everything your clients usually ask your team for, they can now find, do or sign themselves, from any phone.
- 01
Logs in
And sees where everything stands at a glance.
- 02
Shares
The documents you asked for, uploaded in seconds.
- 03
Signs & approves
Approvals and signatures, done online.
- 04
Gets notified
Only when something needs them, never in between.
(05) Who it is for
Made for businesses like yours.
Works with
- E-signature
- WhatsApp notifications
- Google Workspace
- Your CRM
- Accounting software
- Cloud storage
- Your website
Accounting & law firms
Documents, deadlines and signatures for every client.
Construction & architecture
Plans, progress photos and approvals in one place.
Agencies & consultants
Deliverables, feedback and invoices without the email chains.
Real estate & property
Owners and tenants with their documents and deadlines.
Training & certification
Learners with their files, progress and certificates.
Clinics
Patients with their documents and appointments, kept private.
(06) Every project
Whatever we build, you get this.
- A fixed quoteScope, timeline and price in writing, before any work starts.
- You own everythingCode, design, domain and accounts are yours at handover.
- One teamThe people on your first call design, build and launch it.
- Progress you can seeA live link from week one and a video at every milestone.
- Training & handoverYour team trained, with a recorded walkthrough.
- Support after launchA support period included, then a care plan if you want one.
(?) Questions
Straight answers.
Still unsure? Ask us on WhatsApp. A person answers, not a bot.
01Is a client portal secure?
It is built to be. Logins are personal, every role sees only what it should, data travels encrypted, two-step verification can be required, and everything is kept up to date on a care plan.
02Can clients sign documents online?
Yes, through an e-signature flow with a record of who signed what, and when.
03Who can see what?
Each client only sees their own files. In your team, every role has its permissions: you decide who views, who uploads and who approves.
04Can it connect to my CRM or accounting software?
Yes. The portal can share data with your CRM, invoicing and storage, so nobody types anything twice.
05How long does it take?
Usually 4 to 10 weeks, depending on features and integrations. A first version with logins, documents and status tracking can launch earlier, with signatures and automations added next.
06Does it work on phones?
Yes. Clients can do everything from their phone, including photographing and uploading their documents.
(09) Free quote
Let’s build yours.
Tell us what you need in a minute. You get a real reply within one business day, with next steps and a free call if it makes sense.
- Free quote
- Reply within 24 h
- No commitment