Platform
Client Portal
A portal your clients will actually use
A branded self-service portal for your clients. Document requests replace the back-and-forth of email. Clients upload what you need, sign proposals electronically, pay invoices, track process progress, and message your team directly — all in one place.
Key Benefits
What you get
One-click portal access for any client contact
Structured document requests with upload tracking and approval workflow
Electronic proposal acceptance with signature capture
Invoice viewing with PDF download and payment history
Process progress tracking without exposing internal details
Direct messaging with staff via conversation threads
AML questionnaire completion for compliance workflows
See Client Portal in action
Book a 20-minute demo and we'll show you how it works for your firm.