A client portal in your brand, so clients stop emailing to ask where things are.
We build client portals for professional services firms. Clients log in to see progress, upload documents, approve work, sign and pay invoices, in your brand and linked to the systems your team already uses. Status questions get answered without anyone writing an email.
Good morning, Daniel
- Records in2 Sep
- Books checked19 Sep
- 3Draft accounts9 Oct
- 4Your approval24 Oct
- 5Filed31 Mar
- DODaniel Okoye · 3 OctVan finance agreement is in Documents. Anything else you need?
Where the time goes on client portal.
Every month, that's about 28 hours back for your team.
| Step | By hand | With your own system |
|---|---|---|
| Answering status emails | 10h | 1h |
| Chasing and filing client documents | 8h | |
| Sending files and new versions by email | 4h | |
| Getting approvals and signatures | 3h | |
| Chasing unpaid invoices | 4h | 30 min |
| Total | 29h | 1h 30m |
What we build, around how your team already works.
Your brand
Clients log in at an address like portal.yourfirm.com, with your logo and colours.
Live progress
Status, next steps and deadlines come straight from your project system, so they're always up to date.
Document requests
Ask for documents with a checklist. Uploads are checked, named and filed in SharePoint or Google Drive.
Approvals and signatures
Clients approve work and sign documents in the portal, with a record of who signed what and when.
Invoices and payments
Clients see what they owe and pay by card or bank transfer. Payments are matched in Xero.
Secure messages
Messages stay on the client's record, out of personal inboxes.
Xero
Stripe
SharePoint
Google Drive
DocuSign
OutlookOff-the-shelf or built for you? How it compares.
| Compared on | SuiteDash, Clinked or a shared Dropbox | Built by us |
|---|---|---|
| Fit | Built for thousands of businesses, so your team works around it | Built around how your team already works |
| Price | Per seat, so it goes up every time you hire | One flat monthly price, however many people use it |
| Your other tools | Only the integrations they've chosen to build | Connects to the tools you already use |
| Changes | Request a feature and hope it makes their roadmap | Tell us what you need, and something new ships every week |
| Set-up and upkeep | Your team's time, or a consultant you pay by the day | We do it, and it's included in the price |
| Ownership | You rent it for as long as you pay | Your business owns it |
Common questions, answered.
Do clients need another password?
No. Clients can sign in with a link sent to their email, or with their Microsoft or Google account.
Is it secure enough for financial or legal documents?
Yes. Data is encrypted, each client only sees their own records, and every access is logged. We've built GDPR and SOC 2 Type II compliant software for years.
Does it work on phones?
Yes. The portal works in any browser, on phones and tablets.
How much does custom client portal cost?
It's part of managed software: a senior developer, product manager, design, QA and ongoing fixes for a flat $6,000£4,500€5,300 a month, plus hosting at cost. There are no per-seat fees and no minimum term, and your first system is live within 30 days.
We also build the systems around it.
Client onboarding
Onboard new clients in a day, without typing their details into five systems.
See how it worksProject management
Project management software for service businesses, with budgets, time and invoices built in.
See how it worksCRM
A custom CRM built around how you sell, with no per-seat fees.
See how it works
Tell us how your team handles client portal today.
In 30 minutes, we'll work out where your team loses the most time and what we'd build first.
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