Offer
Client Portal
Your clients served from your data, securely.
A secure portal built on your data where clients sign in, submit intake forms, upload documents, and track where things stand. Uploads land directly in the Brain's structure and submissions land as records in your database - no email attachments, no retyping.
BEST FIT
Firms whose client intake runs on email and phone tag - where documents arrive as attachments, status questions interrupt the team, and nothing is traceable end to end.
NOT FOR
Teams looking for a marketing website or a payments platform. This is a working surface for existing clients, not a public site and not a billing system.
How It Works
How the engagement works.
Every phase ends with a decision you make: confirm the scope, approve the next checkpoint, or pause before new work begins.
Portal & Intake Design
Client journeys, intake forms, and document requirements are designed against your records model. Access and security rules are defined per client relationship.
Build & Connect
The portal is built from the template, connected to your database, and wired so uploads land in the Brain and submissions create records automatically.
Pilot & Launch
A pilot group of clients validates the flows. Adjustments made, then the portal launches to your full client base.
Deliverables
What is included.
Every item listed is included in the engagement scope. The goal is a usable business outcome, not a pile of ambiguous consulting notes.
INCLUDED IN THIS ENGAGEMENT
- Secure client portal with authenticated sign-in
- Intake forms writing directly into your database
- Document upload landing in the Brain's structure
- Status tracking visible to clients without calling in
- Access and security rules per client relationship
NOT INCLUDED IN THIS ENGAGEMENT
- Marketing website design or content
- Payment processing or billing
- Portal templates beyond the one agreed at kickoff
PRICING STRUCTURE
Pricing structure.
Priced as a fixed fee per portal template. Quoted after an intake-process review.
Model
Fixed fee per portal template
Quote point
Quoted after an intake-process review
INCLUDED IN THE PRICE
- Portal and intake design
- Database and Brain connection
- Pilot and launch support
WHAT SHAPES THE QUOTE
- Intake-form complexity
- Document-flow volume
- Client-access structure
Start Here
Leave with the next decision clear.
A 30-minute conversation is enough to confirm fit, identify what must be scoped, and decide whether this offer is the right starting point.