Business app
Client Portal
A branded client workspace for requests, progress, quote signing, agreements, invoices, files and the complete client history.
See it in action
Client Portal, screen by screen.
Welcome back, Coastal Freight
Quote to sign
Portal SSO phase 2
$9,400
Open requests
2 in progress, 1 waiting on you
3
Invoice due
INV-2209 due 14 Oct
$12,400
Agreement usage
Support retainer, October
14 of 20 h
Latest update
Staging release approved
Today
Your team
Account lead and 2 specialists
3
What a client sees on arrival: what needs them, what is in progress and what is due.
What you get
Outcomes, not just features.
- Clients help themselves instead of emailing
- Quotes signed online, invoices always to hand
- One timeline of everything done for them
What is included
- Task board with automatic progress updates
- Quotes with online sign and accept
- Agreements, invoices and statement requests
- History and files
How it works
Three steps, each building on the last.
- 01
Invite your client
Each client gets a branded portal on your domain with their own sign-in.
- 02
Share the work
Quotes, requests, progress, invoices and agreement usage appear as they happen.
- 03
Let them act
Clients sign quotes, raise requests and pay, and you see it all in Neocortex.
Want to see Client Portal with your own data?
Tell us what you need and we will set up a guided trial around it.