client portal
cases, files, invoices and status in one login. from $2,500
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leon --industries professional-services
software for professional services
service firms sell hours, then spend a shocking share of them on intake, status emails, document wrangling and 'just checking in' calls.
a client portal, automated intake and document workflows give those hours back — and make the firm feel bigger and calmer than the inbox it replaced.
the usual pain
- intake is a pdf emailed back and forth
- clients email for status because there's nowhere to look
- documents have four versions in three inboxes
- billable time leaks into administration
what actually fixes it
intake automation
forms that fill in on a phone, file and notify automatically. from $600
document workflows
created, versioned, approved and filed — automatically. from $1,200
firm dashboard
matters, pipeline and billing on one screen. from $1,000
every price is a published starting point, not a quote — the real number is agreed in writing before anything starts.
proof, not promises
document control
request → document created, filed, approved, locked, versioned and published — running today, built twice (apps script and n8n) so the team can edit it.
see everything that's running →questions people ask first
is client data safe?
per-client visibility is enforced server-side, and you own the code and hosting — auditable by anyone you choose.
we bill hourly. does this change that?
it removes the hours you can't bill — admin — and keeps the ones you can.
what does a portal cost?
from $2,500; intake automation from $600. written fixed quotes.
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