Secure customer access
Authenticate customers and restrict each account to its permitted records.
Product / Client portal
Give customers a focused place to see what they owe and what happens next.
A client portal can bring invoices, payment links, documents, service status, and support touchpoints into a branded self-service experience.
Talk to our teamAvailable with setup
Client portals are scoped around the records, permissions, branding, and actions your customers need.
What changes for your team
01
Reduce status questions
02
Keep records accessible
03
Offer secure self-service
04
Present one branded experience
Capabilities
What the product actually does.
Invoice visibility
Show issued invoices, current status, due dates, balances, and approved documents.
Payment handoff
Direct customers into the hosted payment flow associated with an invoice or payment link.
Document access
Make approved files and commercial records available without manual email chains.
Request submission
Collect structured customer questions or updates into an operational queue.
Custom service workflows
Account-specific actions and status journeys are defined during discovery.
Available with setupEnd-to-end workflow
How the work moves.
01
Define customer access
Agree who can sign in, which account they represent, and what they may see or change.
02
Choose the records
Select the billing, document, service, and support information appropriate for self-service.
03
Build the customer journey
Create responsive views around the actions customers actually need to complete.
04
Roll out and support
Onboard customers, monitor questions, and refine the experience using real demand.
Where it fits
Billing self-service
Let customers review invoices and continue to the relevant payment flow.
Document centre
Keep approved statements, contracts, and service documents available in one place.
Service visibility
Expose the status and next actions that would otherwise require manual follow-up.
Questions
Before you decide.
Is the client portal included by default?
The exact portal experience is configured or scoped according to customer access and workflow requirements.
Can customers see another company’s records?
No. Customer-facing data access must be scoped to the authenticated account and permitted records.
Continue exploring
Scope the right version