For firms, prevention services and consultancies serving third parties
Ten clients, ten folders and a quarterly report hand-built in a word processor. The client rings to ask whether they signed something, when the meeting was and what their retainer covers; all three answers live in somebody's head.
One licence, your whole client book. Each client enters a portal in your brand where they see their file, sign what is theirs to sign, book time with you and buy your services. You see all ten at a glance and know what falls outside the retainer before you invoice.
Your logo, your colour, your name in the footer. The client sees their compliance up to date without asking you for a report, and you stop being the bottleneck for every question.
You define reusable plans with quotas —two consultations a month— and assign them. The client sees “1 left” before asking, and the third comes up flagged as separately billable before they request it. No more argument when the invoice arrives.
The client requests, you set scope and price, they sign with a second factor. A verifiable record remains: no repudiation, and no chasing a PDF by email.
You publish your professionals' hours and the client books the free slot. No back-and-forth email to find a Tuesday.
The document your client takes to their board or to a tender, issued by you and checkable by a third party. It used to be two hours per client per quarter.
The solutions this profile usually switches on
You don't have to switch them all on. Each works on its own and they all share one file: what you record in one counts towards the status of the rest.
Configure it in two minutes and you'll see the exact figure, in your currency and with the rollout already discounted.