A private, branded client portal where your clients can access documents, track progress, and communicate with you.
Give your clients a premium experience with their own branded portal. The Client Portal provides a secure, private space where clients can access documents, track their progress, view meeting notes, complete action items, and stay connected with your team. Ideal for coaches, consultants, healthcare providers, and service-based businesses that want to offer a white-glove client experience.
Most add-ons are installed for you by Lawson Her Vision. Once purchased, we will connect the feature to your business platform and notify you when it is ready.