Custom software · Client portals · South coast & south east
Stop chasing clients for paperwork
Accountants, solicitors and anyone else who needs documents from clients spend hours chasing them by email. A client portal gives each client one place to see what you need, send it securely and check where things are - and it reminds them, so you don't have to.
Get a quote
Shane Wright
Who you'll deal with, start to finish
He's in Fareham and works across the south coast and the south east, so when it's worth meeting in person that's a drive rather than a day out.
023 8272 0001 Rings through to Shane. Out of hours it goes to voicemail, and he'll ring you back.
Twenty-five years writing software, two companies co-founded and sold, and he still writes the code. A few people he's worked with for years come in when a job needs more hands.
What's included
- A private area for every client, on your own website, in your name.
- A checklist of what you need from each one, ticked off as it arrives.
- Secure upload in place of email attachments, with everything filed against the right client and job.
- Reminders that chase what's outstanding on their own, politely and on a schedule you set.
- Sign-offs and approvals recorded, with who approved what and when.
When a portal earns its cost
Most practice software comes with a portal, and if yours fits, use it. These are the signs it doesn't:
Clients still email it anyway
The portal's there, nobody uses it, and the documents arrive as attachments to three different people.
You chase by hand
Someone keeps a list of who's sent what and spends a morning a week sending reminders.
It doesn't know how you work
Your checklist, your order, your sign-offs - none of it fits the boxes the portal gives you.
Pricing
Typically £5,000 - £25,000 to build, after a free consultation.
The consultation's free and ends in a written scope and one fixed price for the build. Hosting it, keeping it secure and backed up is one all-inclusive monthly bill, quoted with it.
When you don't need us
If your practice software already has a portal that fits, use it - we'll tell you if that's the better answer.
FAQs
How much does a client portal cost?
Typically £5,000 to £25,000 to build, after a free consultation that ends in a fixed price you're free to turn down. Hosting and looking after it is one monthly bill, quoted with the build.
Why not the portal in our practice software?
If it fits, use it. A bespoke portal earns its cost when yours doesn't handle how you actually work - the documents you need, the order you need them in, or the other systems it has to talk to.
Can it connect to our other systems?
Yes. It can file documents where your team already works and pull client details from the software you already run.
What happens when you get in touch
Tell us what you chase clients for and how you do it today. If your practice software's own portal would do, that's what we'll say.