Client portals
One login for every client: their documents, status, messages and invoices.
Client portals, intake forms and billing for accountants, consultants, legal teams and specialist service firms.
Every new client means the same questions, answered over five emails.
Several versions in circulation, and nobody's sure which is current.
Billing waits until someone has time to do it.
One login for every client: their documents, status, messages and invoices.
Structured questions with uploads, so work starts complete.
Fixed packages, invoices and card payments online.
Clients see where their case or file is without asking.
Most professional services firms sell expertise and deliver it through an inbox. The expertise is fine; the inbox is what caps how many clients you can hold at once, because every status question, missing document and version mix-up lands in the same place as the actual work.
A portal breaks that. Clients sign themselves up, answer structured questions once, upload what you need and watch their own status. We built exactly this for Marrik, where a compliance prep service that took two hours of paperwork per product now takes two minutes in a portal the customer drives.
Two hours of paperwork per submission
Two minutes in a self-serve portal
Files on one laptop
Every file in one organised place
“Any update?” emails
Live status in the client's portal
We connect to your existing tools instead of asking you to replace them. Anything with an API is usually fair game.
What professional services clients usually ask before they start.
Still wondering? Ask us on the first call. It's free, 30 minutes, no obligation. Start a briefYes. Self-serve sign-up, intake and payment is exactly what we built for Marrik.
Yes. Encrypted storage, role-based access and audit logs as standard. We'll match any specific requirements your sector has.
We build the software around your process, like intake, document prep and tracking. The legal responsibility stays with you or your licensed provider.