Client portals for law firms; investor dashboards for financial services; personalised account areas for members or customers. All built precisely for your needs.
A client portal could be anything at all, but in all cases, the intention is to replace slow, tedious manual processes with an automated and impressive system that works for employees and clients.
It might replace all the back and forth emailing and document sharing involved in client onboarding. Or it might replace all the spreadsheets and PDFs stored in shared drives and folders.
These aren't templated solutions with a logo swap. Each one will be architected for you.
Investor dashboards
Allow investors to track their portfolio in real time, submit applications with draft-saving and digital signatures, access categorised documents (statements, tax forms, company reports) and manage their personal data. The admin side handles CSV exports, application processing, and investor-specific document access.
Members' areas
A portal for your members could act as the entire operating system for the company: a searchable member directory with advanced filtering by specialism, region, and language. A deal marketplace pulling live opportunities from a CRM. Multi-step onboarding with e-signing. Financial transaction tracking via common accounts software. Slack integration. A document library. An email signature generator.
Corporate portals
Give your clients a branded space tied to your domain, with role-based access so they only see what's theirs. A document library organised by category, site, or date with granular permissions. Service request forms with validation and automated email alerts. Dashboards showing job status, recent activity, and billing data at a glance. Integration with the tools already in play — CRM, accounting software, Slack, whatever has an API.