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Secure Client Portal: Requests, Files & Documents

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Ask about this product Book a demo Priced per project. Tell us what you need and we quote it.

Built for professional services that handle sensitive files for several client firms: each firm sees only its own data, and everything is logged.

What it does

  • Two-factor sign-in, a dashboard per firm, fixed status steps from submitted to closed.
  • Request form with your price list, express option, file upload by drag and drop and a cost summary.
  • Messages per request and delivery of finished Word and PDF documents.
  • Email notifications that carry no personal data, only a request number and a link.
  • Admin area: firms and users, price list, all requests, hash-chained audit log, daily encrypted backups.
  • EU hosting and encryption at rest and in transit; code ownership transfers to you.

How it is used

  1. We adapt the demo to your services, price list and status steps.
  2. Your firms get invitations and set up two-factor sign-in.
  3. Requests, files and documents flow through the portal; you work them from the admin area.

Who it is for

Law firms, medical reporting, translation, accounting and any service with per-client confidentiality.

Requirements: Shown as a demo with test data; built to order on FastAPI, PostgreSQL and Next.js, or inside Odoo's portal.