Built for 2027
Built for how client work will run in 2027, not how portals worked in 2017.
Most client portals are a file box with a login. This one speaks every client's language, has an assistant you talk to, and sells your next service.
- Screens in English, Deutsch and Français, messages translated both ways
- The AI voice assistant, with 1 million AI tokens a month
- Cross-sell checkout, partner rooms and the owner's money view
- 1 TB of storage and ongoing support
Multilingual
Every client in their own language.
A client chooses their language before anything else. From then on the screens, the notices and their tracker are in it, and every message reaches them in it.
- Screens in English, Deutsch and Français, chosen on the first screen
- Messages translated both ways: a Spanish client and a Polish operative each write and read their own language
- The original stays beneath every translated message
- Your team writes in theirs; partners abroad read in theirs
AI voice assistant
Ask out loud. Hear the answer.
- Hold the microphone and ask; it reads the answer aloud
- Answers from the client's record, with the evidence it used
- Drafts the chaser, the reply and the week's summary in the reader's language
- Reads a document and pulls out its fields, each with a confidence; you confirm before anything is filed
- Every AI step is labelled and logged, and nothing is sent without a person
- The owner decides who on the team uses AI
1 million AI tokens a month are included, and you can top up at any time.
Cross-sell
Your next service, sold inside the portal.
At the first business on EU27, about one client in nine already holds a second service. The portal puts that offer in front of every client, at the moment they are looking at their work.
Client onboarding
A new client takes themselves on, in their own language.
Client onboarding built around your services: language first, details before price, signatures and documents with due dates, an AI assistant answering along the way, and straight into their portal. An additional service: £950–£1,950, fixed in writing.
- Live demos for accounting, VAT and tax, and compliance
- Your engagement letter or authority signed on screen
- Hands the new client to your team, inside their portal
Partners and subcontractors
A partner portal, built in.
Registrars, chemists and subcontractors work in the same portal as you, each in their own room.
- Each partner sees only their part of the job: their countries, their clients, their files
- Their room is in their language; the one shown is in Polish
- Partners never write to your clients directly; your desk relays
- Every hand-over is acknowledged and timed, and shows on Today
Owner control
You see the money. You decide who sees the rest.
Revenue, cost, profit and margin for every client, service and country, for the owner only.
- The money view. Revenue, cost and margin as the work happens, not at year end.
- Five roles. Owner, manager, staff, partner and client, each scoped to their clients and countries.
- Every change logged. Who granted what, to whom, and when.
- One release gate. Work stays inside your team until you release it to the client.
Files and storage
1 TB of storage, every file in its place.
- Every file sits on the client's record, with a comment from whoever uploaded it
- Share with the client, share with a partner, or keep it internal
- Every download is logged
1 TB is included. Need more? We quote a top-up when you need one.
See it with your services in 20 minutes.
Prefer no call? Send us your brief and get your setup fee in writing