Secure Client Portals & Workflow Automation for Australian Practices
Secure client portals and workflow automation for Australian accounting, legal, consulting and other professional services firms — replacing email attachments and manual chasing with one organised place for clients and staff.
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Where practices lose time
- Chasing documents by email and phone every engagement.
- Repetitive onboarding steps handled manually for each new client.
- Status questions from clients who can't see where their matter or job is up to.
What we build for professional services
Secure document exchange
Clients upload and download files through a signed-in portal with access limited to the right people.
Client onboarding checklists
Guided steps for engagement details, identity information and required documents, with automatic reminders.
Matter and job tracking
Milestones and status updates clients can check themselves, reducing calls to your team.
Billing and integrations
Online invoice payment by card and connections to practice management and accounting tools via API.
Grow without adding admin
Handle more clients with the same team by automating the routine work. Tell us about your firm.