Client Portal.
Clients upload documents and track their own status. Your team stops chasing.
Every document you chase by email is a job your client could have done themselves.
Click and try it.
Three real-shaped leads from three channels. Click any one and watch the system score, reply, and route in real time.
Harbour Line Logistics
New account · Standard terms
- ✓Signed agreement
- ✓Company registration
- ✓Signatory ID
- ?Bank details formIBAN format flagged, client asked to confirm
- Insurance certificate
No login to remember. The link in your email opens straight here.
- 11:42System
Bank details flagged, client asked to confirm IBAN
- 09:18Harbour Line Logistics
Signatory ID uploaded, 1 file
- 09:18System
Status advanced to In review, reviewer notified
- 09:14Harbour Line Logistics
Signed agreement uploaded, 1 file
- Day 1 16:02System
Portal link sent, checklist published
- Legal entityautoHarbour Line Logistics Co.
- Registration numberauto1010 442 187
- Registration expiryauto2027-04-30
- SignatoryautoOperations manager, named on page 4
- Preferred starttypedFirst week of August
The portal advanced the account the moment the signatory ID cleared. Nobody on your team opened a file to make that happen.
The setup.
Onboarding stalls on paperwork. Your team emails for a document, waits, emails again, then re-types what arrives into three systems.
The client has no idea where they are in the process, so they call to ask, and answering that call is another job nobody planned for.
What we shipped.
A branded portal where each client sees exactly what is outstanding, uploads it once, and watches their own status move. Files are validated and read on arrival, and the fields land in your systems without re-typing.
Your team gets notified when something needs a decision, not when something needs collecting. Chasing becomes a scheduled reminder the system sends, not a person's afternoon.
Same shape, your problem.
Ships in 30 to 45 days under our System package. Custom setup, Custom monthly.