What can clients do in the portal?
Clients see their documents, bills and quotes, pay, upload files and send you messages. The portal piece has one part not live yet, and the menu shows which.
Build your ownUpdated
Build your own client portal
A client portal gives your clients one place to see their documents and bills, pay, upload files and message you, so that work stops living in email threads. You can build one with Corwen as part of your own app. Describe how you work with clients, answer a few questions, and Corwen picks the portal pieces from a menu of 240 and builds it. You try it on made-up clients before you keep it.
Because the portal is part of your app, what clients see comes from the same records your team works in. When an invoice is paid or a document is signed, it shows on the client's record without anyone updating two systems.
You own the app and the data.
From the menu
The pieces that make it
These are the pieces Corwen usually picks for a client portal. Take any of them out, or add more from the menu. See every piece on the menu.
| Piece | What it does | Today |
|---|---|---|
| Customer portal | Clients open a link or sign in to see their documents, bills and appointments, pay, upload files and message the business. | One part not live yet |
| Document library with folders and versions | Store files in folders per customer or case with versions, categories, full-text search, and photo galleries. | One part not live yet |
| Files on any record | Attach files and photos to customers, invoices, bills, and other records. | Live today |
| E-signature | Send documents, quotes, and contracts for electronic signature, with a signing order and countersigning, and keep the signed copy on the record. | One part not live yet |
| Website lead and intake forms | Build forms for the website or a shareable link that create a lead, request, or intake record when someone submits. Forms can also be sent to a prospect to fill in. | One part not live yet |
| Online invoice payment | Put a pay button on every invoice so customers pay by card or bank transfer, in full or in part, and the invoice marks itself paid. | One part not live yet |
Questions01 02 03 04
Questions owners ask
Do clients need a login?
They can sign in with an account, or open a link you send them.
Can clients sign documents in the portal?
E-signature sends documents and contracts for signature with a signing order, and keeps the signed version on the record. It has one part not live yet.
Is the portal a separate product?
No. It is pieces in your own app, so your clients and your team are looking at the same records.
Start
Try the builder.
Describe your business and Corwen builds your app. Try it on made-up records, and keep it with an email and a password.