A client portal for the way you work
The same portal does a different job in every business. See what it looks like for firms like yours: what clients do, what your team gets and which of your apps it runs on.
Example portals
Six worked examples from the firms we work with most. Each one is a starting point, not a fixed package.
Accountants and bookkeepers
Collect every client's paperwork without chasing it by email
Agencies and studios
Keep every client up to date without writing another status email
IT and managed service providers
Give every client one place for tickets, services and invoices
Consultancies
Show clients where the engagement stands, without the status meetings
Property managers
Let tenants pay rent and report repairs without calling the office
Law firms
Keep clients informed about their matter, and keep sensitive files out of email
By industry
More ways businesses use a client portal, grouped by industry.
Professional services and agencies
Onboarding, projects, documents and billing for firms that serve clients.
7 use casesFinancial services and accounting
Document collection, applications, statements and payments.
8 use casesTechnology and IT services
Support, subscriptions and account centres for your customers and partners.
8 use casesReal estate and property
Tenants, owners, buyers and investors, each with their own view.
8 use casesField service and operations
Jobs, requests, inspections and contractors.
7 use casesManufacturing and supply chain
Dealers, suppliers, returns and quality.
6 use casesHealthcare and life sciences
Intake, consent, appointments and bills. HIPAA configuration and a BAA on Enterprise.
5 use casesEducation and nonprofit
Applicants, parents, donors, volunteers and grantees.
7 use casesRetail, membership and media
Members, subscribers, students and contributors.
6 use casesTravel, events and hospitality
Bookings, vendors, speakers and guests.
7 use casesUtilities, energy and telecom
Customer accounts, installations and applications.
6 use casesGovernment and public sector
Permits, requests and programmes for residents and businesses.
5 use casesDon't see your industry?
Most portals are built from the same pieces: records, invoices, files, tickets and signatures. Book a demo and we'll show you how yours would work, on your own data.
Have a question first? Send us a message