A client portal connected to office enquiries

Give clients a single place for enquiry updates and messages. Email-code access requires a configured delivery provider and a verified client email.

Identity-bound limited sessions

Email codes create short-lived sessions tied to the client and office. Unverified requests do not reveal account existence, and cross-office access is denied.

Keep messages in context

Paginated updates and messages keep the interaction connected to the enquiry. Office-only notes remain separate from the conversation visible to clients.