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Working demonstrationDocuments & records · Firms giving clients a self-service portal

Client Portal

The branded, self-service view a firm gives its clients. The back and forth of getting things from clients: a portal where they see open requests, shared documents, a message thread, and invoices, and every action they take is held for the firm to review.

Try it: handle a to-do (upload, approve, answer, or sign), post a message, or authorise an invoice. Everything is held for the firm in this demonstration. Nothing is emailed, charged, or sent.

Synthetic sample data. The firm, the client, and every document and figure are invented. No payment processor is involved.

The instrument. Try it.

Rivergate & Co (SAMPLE)Client portal · Advisory, legal & property firm
Northwind Studios (SAMPLE)Signed in as A. Okafor · secure sample portal

Welcome back, Okafor.

You have 4 items that need your attention. Everything you do here is held for Rivergate & Co (SAMPLE) to review, and nothing is emailed, charged, or sent.

Engagement signedOnboarding completeQ1 deliveredQ2 scope approvalQ2 delivery

Your open requests

From Rivergate & Co (SAMPLE). Handle any item and it is submitted to their queue, held for review.

Upload your signed lease renewalThe countersigned copy for Unit 4B. PDF or photo is fine.Upload requested · due Mar 21Action needed
Approve the Q2 scope of workTwo workstreams, one fixed fee. Approving here does not commit you to anything in this demonstration.Approval requested · due Mar 24Action needed
Confirm your billing contactIs accounts@ still the right address for invoices?Question · due Mar 20Action needed
Provide your certificate of insuranceCurrent COI naming Rivergate as additional insured.Upload requested · due Mar 28Action needed
Sign the engagement letterThe FY2026 engagement letter is ready for signature.Signature requested · due Mar 10 · Signed Mar 9 and countersigned by the firm.Complete

Held for the firm. Submitting an item does not email or commit anything in this demonstration. It moves into Rivergate & Co (SAMPLE)'s queue on this page.

Sample portal for Northwind Studios (SAMPLE) at Rivergate & Co (SAMPLE) · as of 2026-03-18 · everything invented · nothing is emailed, charged, or sent

What this demonstration shows

  • What enters

    The requests, documents, messages, and invoices a firm shares with one client.

  • Where a person decides

    The client handles requests and messages; the firm reviews everything on their side.

  • What is held, not sent

    Every client action lands in the firm queue on this page. Nothing is emailed, charged, or sent.

  • What is logged

    Every request handled, message posted, and payment authorised is recorded in the activity view.

Have a workflow like this, or one you are not sure about? The free founding review looks at the single workflow that costs your firm the most time, and tells you honestly whether it is worth building.

Apply for a founding reviewSee the other demonstrations

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