A client portal without another password
Your clients get a secure link, not a login to manage. They see where their job is up to, download their documents, and can pay online to unlock the finished deliverable. Fewer status-update phone calls for your team, faster payment for you, and no password resets for anyone.
The problem
Where is my job up to?
Every service business answers that question dozens of times a week, by phone and email, one client at a time. The information exists in your systems. The client just cannot see it.
A portal fixes that without creating a new problem, because nobody wants another account. We use signed, expiring links, the client clicks from their email and lands on their job. Progress, documents and payment, scoped to exactly what you choose to show, with the link revocable any time.
One client uses this for paid deliverables. The report goes out as a preview with the detail blurred, the client pays online, and the full document unlocks on the spot. The invoice chasing stopped, and the settlement-day panic calls fell away.
This is a module of our custom ERP platform, not a standalone product. Start with just this module and it already sits on the full platform, accounts, security, admin and API included, so the rest of the system can arrive stage by stage, whenever you are ready.
What you get
Self-service that gets used
Live progress, no phone call
Clients see the stage their job is at in plain language you control. The where-is-it-up-to calls quietly stop.
Secure links, not logins
Signed links that expire on your schedule and revoke instantly. No accounts to create, no passwords to reset, no forgotten-login support queue.
Pay to unlock
Deliverables can sit behind payment, preview visible, detail blurred, card payment with a compliant GST invoice, document unlocked the moment it clears.
Documents in one place
Reports, certificates and files for that job only, downloadable whenever the client needs them again, years later included.
Requests that land on the job
If a client uploads a file or asks a question through the portal, it attaches to the job and notifies the right person, not a shared inbox.
Suppliers too, safely
The same pattern shares job files with external contractors, isolated copies, individual links, auto-revoked when superseded.
AI native
Run it from Claude or ChatGPT
Every module ships on a platform with a built-in MCP server, which means AI assistants like Claude and ChatGPT can securely read and operate your system with the same permissions as a staff member. Ask where a job is up to, get a client summary before a call, or have tomorrow's follow-ups drafted, from the chat window you already use.
FAQs
Client portal questions, answered
Pairs well with
The portal shows what the other modules know
This page is one module of a larger system. Everything below runs on the same platform and the same records, so the modules combine without integration projects, and you can add them in any order.
Jobs and workflow
The portal reads live job stages, so it is never out of date.
Learn moreInvoicing and payments
Portal payments reconcile straight into the money loop.
Learn moreDocument management
The files clients see are the files your team already filed.
Learn more
Scheduling and dispatch
Clients can book from the slots you allow, rules intact.
Learn moreEmail and SMS
Portal activity can trigger the right message automatically.
Learn more
The full custom ERP
See the whole platform your portal would be part of.
Learn moreLet clients help themselves
Book a free 15-minute call. Tell us what clients ring about, and we'll tell you what a build costs.
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