← All modulesΒ·STARTER PLAN

Client Portal

Your clients self-serve tickets, invoices and approvals β€” under your brand.

A separate, branded front door for the people you serve. They raise and track tickets, pay invoices, approve proposals, see their own devices and download documents β€” without an account on your internal platform and without emailing you for a status update.

4
Sub-modules
6
Module integrations
22
Features

SUB-MODULES

Everything inside Client Portal.

🎫

Tickets & Requests

Clients raise, track and comment on their own tickets instead of chasing by phone.

  • βœ“Raise a new ticket from the portal
  • βœ“See status and full comment history
  • βœ“Add a comment that lands on the internal ticket
  • βœ“Only their own company’s tickets are visible
  • βœ“CSAT rating submitted after resolution
  • βœ“Email notification on every update
πŸ’³

Invoices & Payment

Outstanding invoices visible and payable, which is the fastest route to being paid.

  • βœ“List of their invoices with status
  • βœ“Invoice detail with line items
  • βœ“Pay online by card or Direct Debit
  • βœ“Payment receipt on completion
  • βœ“Historic invoice access
  • βœ“No login needed for one-off payment links
βœ…

Proposals & Approvals

Send a proposal and get a decision recorded, rather than an ambiguous email reply.

  • βœ“Review proposal with full line items
  • βœ“Approve or decline with a recorded decision
  • βœ“E-signature capture (Business+)
  • βœ“Decision timestamped and audited
  • βœ“Accepted proposal flows straight to invoicing
πŸ“

Assets & Documents

The client sees what you manage for them, and the documents that belong to them.

  • βœ“Their own devices and monitored assets
  • βœ“Document library scoped to their company
  • βœ“Secure download links
  • βœ“Company contact list
  • βœ“Account details and users

REAL-WORLD WORKFLOWS

See it in action.

LIVE FLOW

Raise β†’ resolve β†’ rate β†’ pay

The client-facing half of service delivery, with no status-chasing email.

1
PortalClient raises a ticket

Request logged from the portal, attached to their company

2
TicketingWorked internally

Your team works it as a normal ticket β€” updates appear in the portal

3
PortalClient rates it

CSAT submitted on resolution and stored against the ticket

4
AccountingInvoice published

Billable work invoiced and published to the portal

5
PortalClient pays

Paid online by card or Direct Debit, reconciled automatically