Intelligent Client Portals
AI-powered portals with generative UI for professional services. Give clients 24/7 access to case status, documents, and AI-driven support.
The Client Communication Problem
Professional services firms (law, accounting, consulting) spend countless hours answering repetitive client questions: "Where's my case?", "What documents do I still need?", "What's the next step?" Support teams are overwhelmed, clients feel ignored, and valuable billable time is wasted on status updates.
Support Overload
Teams spend 60% of time on repetitive status questions
24/7 Expectations
Clients expect instant answers outside business hours
Branded Portals with AI Assistants
AI Assistant
RAG-powered assistant answers client questions instantly using your case data, documents, and internal knowledge base.
Generative UI
Dynamic status cards, document previews, interactive timelines. Not just chat bubbles - actual actionable interfaces.
Secure & Branded
Client-specific access, your company branding, GDPR compliant. Feels like part of your service, not a third-party tool.
Document Hub
Upload, download, request documents. E-signature integration. All communications logged and searchable.
Perfect For
Law Firms
Case status updates, document requests, billing inquiries, next court dates. AI answers questions based on case files without exposing confidential data.
Accounting Firms
Tax return status, document upload for year-end, invoice inquiries. Clients get instant answers during tax season rush.
Consultancies
Project updates, deliverable tracking, proposal status. Keep clients informed without endless email chains.
Expected Outcomes
Additional Benefits
- ✓Staff focuses on billable work instead of status updates
- ✓Clients feel more engaged and informed throughout the process
- ✓All communications logged for compliance and audit trails
- ✓Premium brand perception - feels modern and professional
Investment
What's Included
- ✓Custom-branded client portal
- ✓RAG-powered AI assistant
- ✓Generative UI components
- ✓Document management system
- ✓Integration with your systems
- ✓User authentication & permissions
- ✓12 weeks implementation
- ✓3 months support
Ready to Transform Client Communication?
If your team spends hours answering repetitive client questions, let's discuss building an intelligent portal that handles it automatically.