Portals
The outward-facing side of the system: a branded portal where clients see status, approve, upload, and ask. Document requests with reminders, approvals with a paper trail, shared information, invoices. Whoever your customers are, this is where they meet your system.
Built for you. This app isn't in the App Store: we set it up in your workspace around how you work. Book a demo to start.
- Owns
- Portal access
- Requests
- Shared documents
- Approvals
- Shared status
What lives in Portals.
One app owns the whole domain. These are the workflows, views, and features inside it, rather than a separate tool for each.
- Branded portal per client or customer
- Document requests with reminders and checklists
- Approvals on quotes, changes, deliverables, and invoices
- Order, job, and project status without a phone call
- Secure messaging on the record
- Invoices and payments visible and payable
What your agent does in Portals.
- Answers status questions from the record before a human is asked
- Requests missing documents and chases them until the checklist is complete
- Posts what needs approval and nudges the right person
- Drafts the client update from what happened this week, for approval
Every person gets their own agent; teams can share one. Sensitive actions wait for approval, and every action is logged with the data it used and the outcome.
Need it different? Describe it.
Add a field, a stage, a rule, a view, or a workflow inside this app. It's built on the same records and permissions, as open code you can change again.
Ask every new client for a signed contract in their portal, with a reminder every 3 days until it's uploaded.