Client portal
Give clients a door, not a key to everything.
Read moreClients and client groups
Every client workspace, organised how your firm works.
Clearer work, fewer loose ends
- Every client workspace, organised how your firm works.
- A client list with named groups for filtering and bulk operations, per client detail, invite flows.
- A workspace setup path that provisions a new client from a firm template.
- Inviting an owner to a firm owned workspace is the handover itself.
Clients and client groups
Every client workspace, organised how your firm works
A client list with named groups for filtering and bulk operations, per client detail, invite flows, and a workspace setup path that provisions a new client from a firm template. Inviting an owner to a firm owned workspace is the handover itself, with the subscription moving on the terms you choose.
Back to Practice ManagerMore in client portal and context gathering
Client questionnaires
Ask once, chase never.
Read moreClient sign off
Get the client's signature without a PDF and a posted letter.
Read moreClient intelligence hub
Walk into every client call already briefed.
Read moreClient health
Know which client has gone quiet before they leave.
Read moreFirm inbox
Client email, read and triaged for you.
Read moreMeetings
The meeting ends, the follow ups already exist.
Read more