Client Collaboration with Awesome Client Portal!
Securely share files, communicate, and manage projects with ease with our brandable client portal for agencies and professionals.
Secure File Sharing
Share files securely with clients and team members
- Upload and Share Files
- Easily upload and share documents, contracts, and other files with your clients and team members
- Full Control Over Access
- Control who can view, edit, and download files with customizable access permissions
- Data Protection
- Ensure data protection with industry-standard encryption. Your files are encrypted and stored securely on cloud
Streamlined Communication
Communicate with clients and team members in a secure, centralized platform
- Centralized Communication
- Send and receive messages securely with clients and team members, reduce email clutter
- Real-Time Notifications
- Stay up-to-date with real-time notifications for new messages, file uploads, and project updates
- Threaded Conversations
- Keep conversations organized with threaded conversations and replies
Project Management
Manage projects, tasks, and deadlines with ease
- Task Management
- Create tasks, assign deadlines, and track progress to keep projects on schedule
- Project Collaboration
- Collaborate with clients and team members on projects, share updates, and track milestones
- Deadline Tracking
- Set deadlines, receive reminders, and track project timelines to ensure timely delivery
Branding & Customization
Customize your client portal to match your brand and create a professional, cohesive experience
- White Labeling
- White label your client portal with your logo, colors, and branding to create a seamless experience for clients
- Trust & Credibility
- Use a fully secured domain to build trust and credibility with clients
- Customizable Emails
- Customize email templates with your branding and messaging to create a professional communication experience
Why Choose BrightReturn Client Portal?
Streamline your workflows, boost productivity, and grow your business
Increase Efficiency
Streamline your workflows and automate repetitive tasks to save time and boost productivity
- Eliminate manual processes and reduce administrative tasks
- Automate repetitive workflows and save time
- Focus on high-value activities and client relationships
Enhance Client Experience
Provide exceptional service to your clients with secure document sharing and personalized communication
- Provide a secure, centralized portal for client collaboration
- Improve communication and transparency
- Deliver faster, more responsive service
Grow Your Firm
Scale your practice, attract new clients, and increase profitability with data-driven insights
- Attract and retain clients with modern, professional tools
- Scale your practice without adding overhead
- Identify new revenue opportunities and areas for improvement
Build Brand Trust
Establish credibility and trust with clients by delivering consistent, high-quality service
- White label your client portal and communications
- Provide accurate, timely service to build client trust
- Demonstrate professionalism and reliability in all client interactions
Affordable Pricing Plans
Practice management software that is affordable for firms of all sizes
Premium
Signup now to get 15% Discount- Workflow Automation
- Client Management
- Time Tracking & Billing
- Branded Client Portal
- Team Management
- Secure Document Storage
- HRMS
- Client Communication (Email)
- Reports & Analytics
- Help Desk
- Exceptional Support
$15/month
per team member