Features
Everything a modern client portal needs.
18 feature areas in one portal — for your clients and for your team. Instead of separate apps for files, chat, appointments, signatures, invoices and reports.
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
Open invoices
2
Next appointment
Thu 10:00
Documents
14
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.
More
AI copilot in the editor
Build pages and forms in conversation — every change lands in the draft and can be undone step by step.
More
Workflow automation
Assemble recurring processes graphically — from an incoming form through approval to the reply.
More
Work
Your team works in this one place too.
Build the client page, client list and dashboards in the same editor as the portal — instead of jumping between CRM, spreadsheet and reporting tool.
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 if you want.
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.
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.
More
Documents
Per contract, case and client — with versions, full-text search and a signature on request.
More
Appointments & booking
Clients book open slots themselves, sync with Microsoft 365 and Google Calendar, automatic reminders.
More
Clarify
Questions, answers and news attached to the case.
Scattered emails and voice messages cost time. Chat, forms, news and approvals sit with the client — and an AI adviser answers what is already in the portal.
Direct chat
Questions and history attached to the case, with files — instead of scattered emails.
More
Forms & records
Drag-and-drop forms, protocol PDF, write-back into your own data sources — with a real signature if you want one.
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
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.
More
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.
Your domain, your colours, your logo — right through to your own app in your own store account. No mention of us if you want.
Already know what you need?
Walk through Portenia with us — or take your own case apart together.