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Client portal

Fewer loose emails. More shared context.

A private space where clients find what they need while the firm controls every access and publication.
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Private exchange of documents between a firm and its client

Two sides of the same matter

Your team works. Your client understands.

The portal is not a copy of the internal application. It is a different view of the same matter, built for someone who does not work at your firm.

What your team sees
Search clients, matters or documents…Ctrl K
A

Client collaboration

Everything beside the matter, not in scattered inboxes

E
Elena MercadoConfirming I reviewed the draft
8 min agoRead
G
Grupo Andina SRLDo you need the 2025 balance sheet?
yesterdayAnswered

Open requests

Representative ID
Pending
Lease agreement
Received
Employment questionnaire
3 of 5
  • Conversations beside the matter, with read confirmation
  • Which requests are pending and which have arrived
  • Which documents were published and who confirmed them
  • Internal notes and strategy, always private
What your client sees
9:41
CPortalEM
Hello, Elena

This is the progress your firm shares with you.

In progress

Purchase process

Shared progress
65%
Upload documentSend message
Document receivedThe firm confirmed your file
  • The progress your firm decided to share
  • What they need to do, and by when
  • Their documents and the ones you published
  • Their operational statement, with no surprises

Before you invite anyone

The question is not what they can do. It is what they can see.

Nothing appears in the portal by default. Every piece of data has to be explicitly made available to the client, and withdrawing access is immediate.

Never sees

  • Internal notes or the team’s strategy
  • Matters marked as confidential
  • Other clients of the firm
  • Documents you have not published
  • Instalments you chose to keep hidden

Always under your control

  • You decide which matters they can follow
  • Every document needs your authorization to be published
  • You withdraw access whenever you want, instantly
  • Every sensitive action is recorded

What it solves

The five calls you stop taking.

Each capability exists because it replaces a specific interruption in the firm’s day.

Messages with context

The conversation lives beside its matter, not split across WhatsApp and three email threads. With read confirmation, so you know it arrived.

Requests and questionnaires

Ask for specific information or files with typed fields. Both sides see what is missing and what has arrived, without asking again.

Documents both ways

The client uploads what you asked for from their phone and reviews what you published. Every publication needs your authorization.

Receipt confirmations

You know whether they saw the document and when. No more "it never reached me" with no way to check.

Account statement

They review agreements, instalments and operational balances whenever they like. Expressly identified as non-tax records.

Built for the phone

Most clients will sign in from a phone. The main actions work there without cutting any access control.

How it starts

Three steps, and nothing to install.

  1. 1

    You invite the client

    From the matter, with their email. They get personal access, not a shared password.

  2. 2

    You choose what is shared

    Mark the matters they can follow and publish only the documents you decide.

  3. 3

    They sign in from their phone

    No apps to install. And if it is ever needed, you withdraw access in one click.

Want to see it applied to your firm?

Request a demo