Features
Everything a modern client portal needs.
15 feature areas. One platform. Your brand.
In focus
The portal editor — your drag-and-drop toolkit.
More than 40 widgets, live preview, your own colour scheme — and an AI copilot that builds the dashboard in conversation. No code, no waiting on developers. What you assemble today, your client sees five minutes later on your domain.
- ✓AI copilot builds widgets in conversation
- ✓Live preview for desktop and phone
- ✓JSON editor for everything faster typed than clicked
Build
The portal takes shape in conversation.
Drag-and-drop layout, a copilot that builds pages and forms with you, and processes that run on their own afterwards.
Portal editor
Drag-and-drop layout, more than 40 widgets, live preview and your own colour scheme.
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AI copilot & AI adviser
Build pages and forms in conversation — plus an adviser in the client portal that answers questions about their own data.
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Workflow automation
Assemble recurring processes graphically — from an incoming form through approval to the reply.
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Connect
Real data without opening your network.
An agent on your own premises delivers live data and takes changes back — no VPN, no open port, no credentials in the cloud.
40+
widgets in the portal editor, all drag and drop.
iOS + Android
your own app from the same system, in your own store account.
100 %
your brand — your domain, your logo, no mention of us.
Manage
Structure, records and appointments in one place.
Customer bases with group hierarchies, documents with versions and search, appointments your clients book themselves.
Clients & customer bases
Separated data spaces, group hierarchies and roles for owner, admin, designer and adviser.
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Documents
Per contract, case and client — with versions, full-text search and a signature on request.
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Appointments & booking
Clients book open slots themselves, calendar export and automatic reminders.
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Clarify
Questions and answers attached to the case.
Scattered emails and voice messages cost time. Chat and forms sit with the case, with attachments and history.
Make it binding
Decisions you can prove later.
Your client picks and signs in the portal. What comes out is a sealed PDF with a record — not an approval in a voice message.
Get paid
See the invoice, pay the invoice.
Invoices and quotes in the client area, with e-invoice import and status — plus a pay button whose money lands straight in your account.
Look the part
Your brand — on the web and on the phone.
No mention of us. Your domain, your colours, your logo — right through to your own app in your own store account.
Already know what you need?
Walk through Portenia with us — or take your own case apart together.