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Client portal
Your clients log in to see documents, status, invoices, history. No more "did you get my email?" cycles or chasing PDFs across inboxes.
🔒portal.harbour-legal.nz
Welcome back, Sarah
Harbour Legal
Client portal
🏠 Overview
📄 Documents12
💳 Invoices3
✍️ Signatures1
💬 Messages2
⚙️ Settings
SC
Sarah Chen
sarah@example.co.nz
Hi Sarah — here’s where things stand
Last activity 2 hours ago · 12 docs available
✍️One document is waiting for your signature
Engagement Letter v2 · sent 1 day ago by Maria Tipene
Recent documents
📄Engagement Letter v2.pdf
1d ago · Awaiting signature
📊Q1 financial summary.pdf
3d ago · 2 MB
📝Trust deed amendment.docx
1w ago · final
📄Tax filing receipt.pdf
2w ago
For
Accountants · Lawyers · Consultancies · Clinics · Anyone who sends a lot of PDFs back and forth
Replaces
Endless email threads · Dropbox links that expire · ShareFile / a beaten-up SharePoint.
How we approach it
- Clients sign in (or SSO with Google) and see their documents, invoices, status
- Branded to your firm, not a generic SaaS template
- E-signature flow built in so contracts don't bounce out to DocuSign
- Clients can upload — ID docs, statements, photos — straight into the right matter
- Audit trail of who saw what and when (for compliance and dispute resolution)
- Optional white-label client app (iOS / Android) when the firm needs it
Sound like your situation?
Tell Nia (our AI agent) about your setup — she’ll sketch what we’d build for you and, if you want, email a one-pager you can take to your team.