Client & partner portals
One login for everything your clients and partners send you.
Applications, documents, approvals and status updates in one place your clients or partners log into — and one dashboard where your team reviews them. No more chasing attachments across email threads and shared folders.
Sound familiar?
What this fixes
- Onboarding a client or partner means a week of emails asking for the same documents
- Nobody can tell at a glance who is waiting on what
- Sensitive files live in inboxes and shared drives
- Referrals and approvals are tracked by hand in a spreadsheet
What we build
What you get
Sign-up and onboarding
A guided application that collects the right details and documents for each type of client or partner, and saves progress as they go.
Document upload and review
Secure uploads, a review queue for your team, and requests for a corrected file without starting over.
Status everyone can see
Clients see exactly what's done and what's outstanding; your team sees every application by stage.
Approvals and roles
Approve, reject or send back with notes, with permissions for admins, reviewers and the people applying.
Referral tracking
Referral codes and links that follow each applicant from first visit to approval, so partner credit is never a guess.
Notifications
Emails and texts when something needs attention, on either side — sent automatically, not remembered.
Common setups
How this usually looks
Starting points, not packages. Yours is scoped to how your business actually runs.
Partner or merchant onboarding
Partners register, upload their paperwork and get approved, with referral codes tracked through to approval.
Client intake for a service firm
New clients complete intake forms and upload documents before the first meeting, so it starts with answers instead of questions.
Vendor or contractor compliance
Licenses, insurance and tax forms collected and tracked, with reminders before anything expires.
Can connect to
- Stripe
- Google Workspace
- Resend email
- Twilio SMS
- HubSpot
- DocuSign
- and anything with an API
Custom software starts at $7,500 and typically takes 4–10 weeks.
See full pricingMore of what we build
Often built alongside
Get in touch
Tell us what you need built.
A few lines about your business and what you're trying to fix is plenty. We'll reply within one business day, and if it's a fit, set up a free consult.
- A reply within one business day
- A free consult, with a written scope and a fixed price
- No obligation to hire us