All offerings
Client sign-in · portal
Client portal · signed-in accounts
Customers log in: status, files, billing, threading—fewer rogue inboxes.
Files, billing, status—paired with fuller builds when needed. One-page overview
Auth
Proper sessions
Auto
Approval-gated
Audit
Clear trails
Links
Clean bridges
What you get
- Branded sign-in—not another email chain for files/status.
- Invoices + messages + approvals in alignment for client + team.
- Suggested drafts stay in review until your humans send.
- Only integrations you consciously open.
Included when we ship this
- Auth threat model surfaced early
- Public-form abuse resistance where needed
- Support trail so you always know “what ran?”
- Adoption-oriented hand-off
Client portal · signed-in
Client portal
Files, invoices, and status behind one login.
Customer session · sample account
Sample previewClient-visible
Status
Before “any update?” emails
Replies
Humans send
Access
Scoped folders + flows
Service desk drafts
Intake
liveClean ticket draft—you approve
Answer
fastOnly sources you designate
Demo only—nothing goes live until your team approves.
How we deliver
Portal UX
Status, uploads, threads—purpose built.
Bridges
Thin gates to CRM/billing/chat.
Releases
Sandbox → prod rituals.