Clients see their own matters. Nothing else. Documents, status and invoices in one place.
Each client sees only their own matters, documents and invoices, exchanges files securely and sees what happens next. Every access is logged, and we keep it patched.
From €5,000 · fixed price agreed before any work · free first meeting
Every access logged
Who sees what, first
Access is checked on the server for every page and file, and tested with a second client account.
No more attachments
2018
Building and running live software since
1 week
Usually all it takes to start
EU
By default, client data stays on our server in Frankfurt
3
Cities: Istanbul, Amsterdam and Miami
What we usually hear
What firms usually tell us before a portal, and what we change first
“Clients email every week for an update.”
Each matter shows where it stands, what is needed and the next date.
“Confidential documents travel by email.”
Uploads and downloads in the portal, stored where no outsider can open them.
“Nobody knows who opened what.”
Every view, upload and download logged with who and when.
“Invoices and requests get lost in inboxes.”
Invoices, document requests and sign-offs kept with the matter.
“Former staff may still have access.”
Roles per person, reviewed when staff join or leave, and removed in one place.
What you get
Six things the portal does, built and run by the same engineers
Each client sees only their own
Access per client and per matter, checked on the server for every page and file, so nobody sees a matter that is not theirs.
Documents exchanged securely
Clients upload and download in the portal instead of by email, and files are stored where no outsider can open them.
Status without the status email
Each matter shows where it stands, what is needed from the client and the next date, updated by your team.
Every access logged
Who opened, uploaded or downloaded what, and when, kept in a log your firm can show when asked.
Invoices and requests in one place
Invoices, document requests and sign-offs live with the matter, not in separate email threads.
Kept patched and watched
Updates tested on a copy first, monitoring, backups we have restored, and access reviewed when staff change.
Who it is for
For firms that handle confidential work for many clients
A good fit
Status and documents take hours every week.
Every status email and every attachment costs time and leaves another copy of confidential data in an inbox.
- You handle confidential matters for many clients at once.
- Status emails and document exchange take real hours every week.
- You want each client to see only their own work, with every access logged.
Law firms · Tax advisers · Accountants · In-house legal
Not a fit yet
A few clients you see in person?
Email and a well-kept folder are enough, and we will say so.
Come back when the client list grows.
Want to replace your practice software?
We do not build practice management software. The portal is what your clients see.
Keep it. The portal works alongside it.
How a portal gets built
Who sees what first, then the portal
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Step 01
Agree who sees what
Clients, matters, roles and what each one may see and do, written down with your partners before anything is built.
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Step 02
Build the portal
Matters, documents, status, invoices and logs on a test copy your team and a few trusted clients can try.
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Step 03
Connect your systems
Matters and invoices pulled from your practice management or accounting software where it allows, so nobody retypes them.
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Step 04
Run it every month
Patches, monitoring, backups and access reviews, with the same engineers every month.
In production
The same pieces, running for other clients
FAQ
