Client portal. Stop sending attachments.
Feature 04

Inbox flood.

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Inbox 1
inbox / folder-tree
Inbox 1.247
Klijenti 824
Lotos 412
Ugovori 89
v3 12
v.FINAL 8
v.FINAL_FINAL 6
NE_DIRAJ 3
Fakture 47
Prepiska 276
ANSI d.o.o. 203
Bilux d.o.o. 209
Knjigovodstvo 234
Sent ...
Drafts 89
(1,180+ more folders)

Email as a folder.

Folders inside folders inside folders. The counter keeps climbing, the bottom never shows up. That's not organization. That's archaeology.

Labels aren't organization.

Labels are skin on chaos. A folder defers the question:

"Where does this actually live?"

Folders defer. A system organizes.

" Did you attach it?
" Version v3 or v.FINAL?
" Resending, sorry.
" Email from three weeks ago, can't find it.
" Accountant says they didn't get it.

No one knows which version is the latest.

No one knows who saw what.

Email isn't a system. Email is archaeology.

What if the client came to get the document themselves?

You don't send. They access.

That's how a client portal works.

A safe room with rules.

Each person sees exactly what they should. Clients see theirs, the accountant sees theirs, the team sees theirs. Permission grid, audit log, 24/7 access.

Now viewing:
lotos_aneks_3_contract.pdf
01 · KLIJENT
lotos_aneks_3_contract.pdf
v3 · 2026-04-30 · Lotos Ltd. ↔ MJ Solutions
02 · KNJIGOVOĐA
Contract amount€ 4,250.00
Commission7.5%
Due date2026-05-15
03 · TIM
Signatures:
INTERNAL Need to add cancellation-period note and revise clause 4.
portal.access-control
Client
MJ Solutions Ltd.
Accountant
Petrović Agency
Team
internal legal
View
Download
Sign (...) (...)
Admin (...) (...)

Live audit log.

You see exactly who opened what, when, and from which device. No more "I didn't get it".

UŽIVO audit.log
Marko (Accountant) opened invoice_april.pdf
12 min ago · iPhone
MJ Solutions downloaded contract_v3.pdf
1h ago · web
Team signed Annex 3
2h ago · macOS
Client ANSI Ltd. opened Q2 report
today 09:14 · Android

From chaos to controlled access

01
Before
email as a tool
Emails1,247
Versions in circulation5
Accessthrough you
Auditimpossible
02
Now
client portal
Emails0
Versions in circulation1
Access24/7 direct
Auditcomplete

Stop sending. Start sharing.

A secure portal with permission grid and audit log. Your clients and accountants work independently.

Try free 14 days free. No card. 2 minute setup.