Customer Communication
Secure Client Messaging Portal
- Protect sensitive information
- Look more professional
- Keep everything organized
- Cut back-and-forth
- Have a clean record
SC
Built from
- a private login for each client
- secure, encrypted messaging threads
- protected file upload and download
- a full record of every message and document shared
- notifications when a client sends or needs something
What it does
Secure Client Messaging Portal
Gives each client a private, password-protected space to message you and exchange documents securely. It keeps sensitive conversations and files off regular email, where they can be forwarded, intercepted, or lost.
- Send contracts, statements, or records without worrying about email security.
- Message clients privately about sensitive matters in one thread.
- Collect documents from clients in a protected space instead of email attachments.
- Look back at the full history of a client relationship in one place.
- Give clients a professional, trustworthy way to reach you.
Where it fits
Trigger, work, handoff
- We set up a secure portal branded to your business.
- Each client gets a private, password-protected login.
- You and the client message and share files inside the portal.
- Everything is encrypted and stored in one organized place.
- Both sides get notified when there is something new to see.
What a build includes
In scope
a private login for each clientsecure, encrypted messaging threadsprotected file upload and downloada full record of every message and document sharednotifications when a client sends or needs something
What has to be decided
Before the quote
We brand the portal to your business and set it up around the documents and conversations your work involves. Access levels, required fields, and file types can all be tailored to your process.
More in Customer Communication
Want Secure Client Messaging Portal for your business?
We map it to how you work, quote it in writing, and set the ownership and ongoing costs before the build starts.