What the client is allowed to see
Status, files, invoices, and messages — only the ones that belong to that client. Staff keep an internal view with notes that never leak to the portal.
Client portal software for professional firms
Clients email for a status that someone then reconstructs from three threads. Tervexa builds a portal where the client signs in, sees the engagement, downloads the current file, and sends a request the staff already expect.
Talk through this buildRequests that become work
A client question creates a task for the right person instead of sitting in a partner’s inbox. The portal shows when it was received.
Fits the firm you have
Law, consulting, agencies, and similar practices do not need the same screens. We start from the emails you are tired of sending and build those screens, then connect billing if it is part of the pain.
FAQs
- Can clients upload documents?
- Yes. Uploads land in the engagement with a timestamp and a notification to staff.
- Do you host it?
- Yes. Login, backups, and access control are part of the handoff.
Next step
Need client portals?
Tell us what the staff do by hand today. We will map a first release with a scope and a price before any build.