Custom client portal development.
Status, documents, approvals and payments, in one login.
- StatusEvery order, case or project, live, so clients stop calling to ask.
- DocumentsUpload, download and sign.
- PaymentsInvoices paid online, so cash comes in faster.
Questions
What does a client portal include?
A secure login, the status of each order, case or project, documents to upload and sign, invoices and payments, approvals and messages, with each client seeing only their own records.
Why not use the portal built into our CRM or practice software?
Use it if it fits. Teams build their own when the built-in portal cannot show what clients ask about or pulls from only one system.
How do clients log in?
With an email link or a password, plus two-step verification if you want it. Each client sees only their own records, and can invite their colleagues.
How does the portal stay up to date?
It reads from the systems your team already uses, so when a status changes there, the client sees it without anyone sending an email.
Can clients sign documents and pay invoices in it?
Yes. E-signature and card or bank payments are built in, and signed documents and payments flow back into your records.