Client portal — Your clients, always up to date — secure and traceable.
Accountants, lawyers and agencies constantly exchange sensitive files. We build a client portal that finally makes this elegant.
For accountants, lawyers, agencies and consultants who regularly exchange documents and status with clients.
What we hear every day
Do you know these problems?
Email attachments with sensitive data — legally borderline
No clear status of who uploaded what and when
Clients call because they cannot see the status
What your MVP can do
Typical building blocks for Client portal.
You pick the blocks that really matter for your first version. We build the rest package by package, with the development capacity of your chosen package.
Why web?
Clients today expect bank-style web portals — a secure, well-designed web app is mandatory here.
- Secure login per client (2FA optional)
- File upload with classification and retention rules
- Tasks and to-dos per client
- Status tracker for engagements, requests or projects
- Messaging and comments
- Audit log: who viewed or changed what and when
- Multilingual client pages
- Interfaces to accounting, Word templates or DMS
How your Client portal MVP comes to life
From idea to first version — in one call.
- 1
You sketch
You describe your idea in the form below — free, no required fields.
- 2
We reply
Within 24 hours with follow-up questions or a time slot.
- 3
Video call (30 min)
We define scope and kick off the AI pipeline in parallel.
- 4
First version
Still in the call you see your Client portal MVP live in the browser.
Contact
End the attachment ping-pong.
Tell us what you exchange with clients — we will turn it into a portal. We build the first version of your client portal — free and tailored to your firm or agency.
- Free first version of your Client portal MVP
- Personal curator with senior IT experience
- Clear scope and a transparent roadmap
- 7 days to decide after the first video call
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