Features · Clients and portal
Every client, one record.
Contacts, intake forms, a private page for each client and signature requests.
One record per client.
Each client has one record with notes, projects, documents and invoices. Your assistant can find a person, list who has not been contacted this month and keep notes. It reads and writes the record; it does not make calls.
- Notes, documents and invoices in one place
- Forms for intake, enquiries and questionnaires
- Answers arrive in your inbox and in a table you can export
A private page, for what you choose.
A portal link gives one client a private page that shows only what you choose: invoices, quotes, timesheets, contracts and files. Only an owner or admin creates the link, and its secret is shown once. You set how long it is valid, and revoking it stops it at once.
- Invoices, quotes, timesheets, contracts and files
- One live link per client
- Made by an owner or admin, never by an assistant
Signatures, with the evidence.
A member prepares a request from a PDF, an approved contract or an issued quote, with the signer, the language (English, Dutch or German), a message and the days it stays valid. The PDF is copied and fingerprinted, so what is signed is exactly what was sent. Only an owner or admin hands the link out. The signed file returns to Files with the evidence.
- The signed copy is the sent copy
- Handed out by an owner or admin
- Whether it meets the form your contract needs is for you or your adviser
Honest labels
What to keep in mind.
- Pre-betaMessaging and payment in the portal
To be confirmed. The portal shows what you choose; we do not describe messages or payments inside it as available.
- Not offeredLegal advice
A signature request is a tool, not a statement that a signature has the legal form you need.
Questions
About clients and the portal.
What does a client portal show?
Only what you choose per client: invoices, quotes, timesheets, contracts and files. An owner or admin creates the link, and you can revoke it at once. See clients and portal.
Can clients sign documents?
You can prepare a signature request from a PDF, an approved contract or an issued quote, in English, Dutch or German. The signed file returns with its evidence. Whether it meets the form your contract needs is for you or your adviser.