What your clients can do
- See project or case status, next steps, and what is waiting on them.
- Message your team in one thread that stays attached to their account.
- Approve or request changes with a comment trail.
- Upload and download documents securely.
- View and pay invoices by card, Apple Pay, Google Pay or bank transfer.
- Choose which email notifications they receive.
Why it matters
A portal cuts the "just checking in" calls, keeps documents out of personal inboxes, and makes a small firm feel like a large one. It also gets invoices paid faster, because the pay button sits next to the work.
Security by default
Every portal requires two-factor sign-in with an authenticator app or a text-message code. Each client sees only their own records, enforced in the database rather than just the page. Payments run through Stripe, so card numbers never touch your servers.