CLIENT PORTAL
Give every client the right next action.
Replace internal system complexity with a branded, mobile-first portal that shows what is required, what is complete and what happens next.
The portal shows one primary next action. It does not expose an internal CRM menu.
Portal capabilities
- Progress-first dashboard
- Forms and requests
- Documents
- Messages
- Approvals, signatures and payments
- Multiple participants
- Notification preferences
- Branded experience
Demo workspace — client portal viewSynthetic demo data
- Brand
- Summit Payroll
- Next action
- Upload proof of address
- Progress
- 4 of 6 steps complete
- Due
- 14 September
Demo workspace — secure payment stepSynthetic demo data
Payment dueReady to pay
£250.00Onboarding service fee
Stripe client secret
pi_demo••••••••Payment Element mounts here when Stripe.js is configured in the client portal.
Run the client experience under your brand.
Show clients exactly what is required—nothing more.