A client portal that looks like your company — not like us.
Files, chat, appointments, signatures, invoices, reports — in one place instead of many different apps, under your own brand. For your clients in the portal, for your team in the back office. Built by drag and drop or in conversation with the AI copilot, with live data from your existing systems through a connector inside your own network. Your credentials stay with you.
- Servers in Germany
- Existing data stays inside your network
- No Google services in the portal
- One portal instead of many apps
- AI copilot in the editor
- Connector without an open port
Built for advisers and service firms in German-speaking markets
- Insurance brokers
- Tax advisers
- Law firms
- Architecture practices
- Financial advisers
- Agencies
Not a concept — a running product.
Drawn after our demo portals — portal and app under their own brand, assembled entirely without code. Names and figures are examples.
Welcome back, Ms Weber
Here is what is new since your last visit.
Active projects
3
Open approvals
2
Open invoices
1
€860
Next appointment
Thu 10:00
Projects
- Website relaunch68 %
- SEO campaign40 %
- Social media Q415 %
New for you
- Homepage draft v3 for approval2 h ago
- Invoice RE-2026-108yesterday
- Message from Jonasyesterday
Hello, Ms Weber
Clicks
12,480+8 %
Leads
214+12 %
Revenue
€38.2k+5 %
ROAS
4.2
Clicks per week
One toolkit — shaped to your trade.
The same platform, three completely different portals: own brand, own data, own processes. Assembled in days, not months.
Fewer calls, complete claim reports.
Contracts, claims and premiums, self-service
Clients find lines of cover, premiums and documents themselves — instead of calling about every policy number.
Claim reports as a guided form
With required fields, photos and a link to the contract. Arrives complete at the right adviser — no chasing three times.
Every client sees their own contacts
Back office, field staff, claims service — with direct contact and chat instead of an anonymous hotline.
Good afternoon, Ms Berger
Your policies at a glance
Contracts
7
Open claims
1
under review
Annual premium
€3,412
Your contracts
- Motor · €500 excess€64.20 / mo
- Buildings€41.80 / mo
- Contents€9.40 / mo
- Personal liability€6.90 / mo
Your contacts
- TH
Tobias Hansen
Field adviser
- LK
Lea Krüger
Claims service
Type of loss
Contract
Photos
Report a fault instead of waiting on hold.
Equipment and service history per site
The client sees what is installed, when it was serviced and when the next visit is due — which saves you the follow-up calls.
Fault reports around the clock
A form with a photo and urgency instead of an engaged line. The client follows progress, your team schedules calmly.
Approve quotes, view invoices
Approval with a real signature instead of a fax — faster start, provable go-ahead, clean history.
12 Linden Way
Gas condensing boiler
Built 2019 · under service contract
Last service
Mar 14, 2026
Next service
March 2027
Service history
Quote A-2026-031 · heat pump
- ReportedMon 07:12
- ScheduledMon 08:40
- Technician on the wayTue 08:05
- Done
Visit: Tue, Oct 14 · 8–10 am
Clarity instead of weekly status emails.
Projects with timeline, board and budget
Milestones, tasks and hours per project — the client sees where things stand without you assembling reports.
Reporting clients actually understand
Clicks, conversions, revenue against ad spend — live from the data sources. Your result becomes visible, month after month.
Approvals, requests and an AI adviser
Approve drafts with a click, track requests — and an AI adviser answers questions about invoices and projects.
Website relaunch
DeliveryConcept
Design
Delivery
Launch
Nov 15
To do
In progress
For approval
Homepage draft v3
Awaiting approval since yesterday
Your own app in the App Store — with the Mobile app package.
The same pages, data and forms as your own app under your brand: your icon, your colours, push notifications. Not a second project — the app reads the same structure as the portal.
Studio Nordlichtnow
A new quote is waiting for your approval
Hello, Ms Weber
Clicks
12,480+8 %
Leads
214+12 %
Revenue
€38.2k+5 %
ROAS
4.2
Clicks per week
Four building blocks that make the difference.
From the editor with AI through the connector inside your own network to forms and invoices — this is how it looks in the product.
More than 40 widgets by drag and drop — or in conversation: you describe the dashboard, the copilot builds it. Live preview included.
Open invoices
2
Next appointment
Thu 10:00
Documents
14
Data sources · actions inside your network
Live data — without handing it over.
The connect agent pulls contracts, documents and claims straight from your existing systems into the portal — and writes changes back. The cloud asks for a result; the agent decides whether and how.
- A container in your own network
- A lean Docker agent next to your database — the data stays on your premises.
- Only 443, outbound
- A persistent outbound connection. No VPN, no inbound port.
- The cloud knows no SQL
- The agent owns the allow list — only named queries with checked values.
- Shutting it off stays with you
- `docker stop` cuts every access immediately — without calling us.
Your network
Portenia cloud
Security & privacy
You do not have to trust us.
Most portals ask for your database credentials. Your security then hangs on ours. We work without them — which means we cannot reach your existing data even if something goes wrong on our side.
Your credentials stay with you
The connector runs inside your network. We never see your database credentials — they simply do not exist on our side.
Sign in with your company account
Your staff sign in with their own company account — you set up Microsoft Entra ID yourself. Plus a second factor, an IP allow list and an audit log.
Servers in Germany
Application, database and backups sit in German data centres. No Google services run in the portal — neither fonts nor analytics.
Everything in one portal — instead of many apps.
What is spread today across a file share, an inbox, a signing service, a booking tool and spreadsheets lives in one place: for your clients and for your team. A toolkit you shape to your own business.
Portal editor
Drag-and-drop layout, more than 40 widgets, live preview and your own colour scheme.
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AI copilot in the editor
Build pages and forms in conversation — every change lands in the draft and can be undone step by step.
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AI adviser in the portal
Answers client questions from their own data and your FAQ and suggests the next step — nothing is booked or paid until the client confirms.
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Dashboard builder for your team
Build your team’s client page, client list and dashboards yourself — in the same editor as the portal, with live data from every source.
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Workflow automation
Assemble recurring processes graphically — from an incoming form through approval to the reply.
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Data sources & connect agent
Live data from your own network through an agent without open ports — and write-back actions into your system.
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Forms & records
Drag-and-drop forms, protocol PDF, write-back into your own data sources — with a real signature if you want one.
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Electronic signature
Advanced signature with a one-time code, a seal inside the PDF and a gap-free record — for approvals, sign-offs and mandates.
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Catalogues & selections
Present options and samples, let the client decide, keep the decision on record — with quantity and notes.
More
Documents
Per contract, case and client — with versions, full-text search and a signature on request.
More
Direct chat
Questions and history attached to the case, with files — instead of scattered emails.
More
News, announcements & approvals
Posts and newsletter, announcements by push and email, approvals with a reason — all on the client instead of in an inbox.
More
Appointments & booking
Clients book open slots themselves, sync with Microsoft 365 and Google Calendar, automatic reminders.
More
Invoices & quotes
Invoices and quotes from your accounting in the client area — e-invoice or sevDesk, with status and payment reminders.
More
Payment in the portal
View an invoice and pay it right there. The money goes to your account — we never touch it.
More
Early access
We are taking on five pilot customers.
Portenia is new — we are not hiding it. We turn that into a deal that pays off for both sides:
What you get
- A fixed price for the whole pilot phase — in writing
- A direct line to the managing director instead of a queue
- Real influence on the order of work: your requirements come first
- Hands-on help until your portal is live
What we get
- Honest feedback from real day-to-day work
- A case that sharpens the product
- If you are happy: a reference
A first conversation with no obligation — if it does not fit, we will say so.
Bring your clients into the digital age.
We are taking on our first pilot customers right now. Claim a place — or just stay in the loop.
Frequently asked questions
Cannot find your question? Write to support@portenia.com — we usually reply within one working day.
How quickly is my portal online?
Within minutes. You sign up, pick a template and publish the portal on an address like clients.portal.portenia.com. Your own domain usually takes ten minutes to set up.
Do I need technical knowledge?
No. Portals are built by drag and drop or in conversation with the AI copilot. If you want to go deeper, a JSON editor exposes every detail.
Can I use my own domain?
Yes. You enter your domain in the settings and we take care of certificates and routing — entirely in the background.
Where is my data stored?
Application, database and backups sit in German data centres. Existing data that comes through the connect agent leaves your network only as the result of an approved query.
Is Portenia GDPR compliant?
Yes. We provide a data processing agreement, keep an audit log of every processing step and support you with access and deletion requests from your clients.
Who has access to the client data?
Only the people you authorise. Roles and permissions are assigned per portal and per client, and sign-in can run through your company account with a second factor. Every access appears in the audit log.
Are signatures in the portal legally sound?
We offer the advanced electronic signature under Art. 26 eIDAS: sign-in plus a one-time code, a seal inside the PDF and a record that reveals any later change. For documents where the law demands handwritten form that is not enough — those need the qualified signature, and we say so openly instead of claiming otherwise.
What does Portenia cost?
We are not publishing prices at this early stage — we settle them together with our first customers. Sign up to the newsletter and we will get in touch once they are set.
How do I get to know Portenia?
By talking to our sales team: write to kontakt@portenia.com or arrange a call on the website — we will show you the system and work through your own case.