Life without a portal
The latest version of anything is somewhere in a 40-email thread.
Hours a week answering 'where are we with…?' that a screen could answer.
Sensitive documents in inboxes are a breach story waiting for a headline.
Premium service delivered over WeTransfer links doesn't feel premium.
Try ClientVault yourself
Our live portal demo: secure document exchange and return tracking for a professional practice. Real screens, real flows, sample data — open it and click around.
What a bespoke portal can include
ClientVault, our live demo, shows a practice-grade portal. Yours matches your service: what clients see, do and sign.
Secure document exchange
Encrypted upload/download with versioning and an audit trail — GDPR-ready by design, hosted in the UK.
Live status tracking
Clients see exactly where their job, case, order or return stands — without asking.
Approvals & e-signatures
Sign-offs happen in the portal, recorded and timestamped, not scattered across inboxes.
Payments & invoices
Invoices presented and paid in the same place the work lives.
Automated chasing
The portal politely pursues missing documents and overdue approvals so your team doesn't.
Your brand, their login
A professional, branded experience that quietly says 'we have our act together'.
From "this is doing my head in" to shipped — in weeks
Free tech audit
We map how you work today and pinpoint exactly what's costing you time or customers.
Fixed quote
A clear scope and a fixed price, in writing. You know the number before we start.
We build
Delivered in weekly increments you can see and steer — no black box, no drift.
Launch
Tested, your data migrated, live in weeks. We're there for the go-live, not gone.
It's yours
Full source, docs and UK hosting. Own it outright — grow it with us or anyone.
Software that fits you — not a subscription you fight
Off-the-shelf
- Monthly per-user fees that grow with your team, forever
- You bend your process to fit the software
- The features you need are locked to the "enterprise" tier
- Your data lives inside someone else's roadmap
Bespoke, built by us
- Fixed price up front — owned outright, no licences, no per-seat fees
- Shaped precisely around how your business actually works
- Only the features you need, so it stays fast and simple
- UK-hosted, GDPR-first, and it grows when you do
Questions we get asked
Who are client portals for?
What does a custom client portal cost?
How secure is it?
Can it plug into our existing systems?
Get a price in minutes
Answer a few questions about what you need and get an itemised quote you can shape yourself — delivered in weeks, owned outright by you.
Get an instant quote