Customizable Client Portal
Create a personalized client experience with a customizable client portal that lets you tailor branding, workflows, and user permissions to fit your business needs.
What is a Customizable Client Portal?
A customizable client portal is a cloud-based platform that allows businesses to tailor the interface, branding, and functionality to match their unique needs. Customizable client portals offer flexible workflows, allowing businesses to design processes that reflect how they work, such as custom approval paths or personalized client notifications. The portal’s interface can be branded with a company’s logos and colors, providing a cohesive client experience that aligns with the brand. Customizable client portals are used by industries such as legal, financial services, and professional consulting, where a personalized, secure environment is critical for managing client relationships. Additionally, they allow for user roles and permissions to be set according to the specific needs of different projects or clients.
Why Use a Customizable Client Portal?
Secure File Sharing
Quick and simple file sharing to enable your clients to securely upload and download files.
Real-time Messenger
Communicate with your clients effectively using your own real-time messenger.
Custom Branding
Build up your brand by customizing your portal using your own colors and logos.
Secured with Encryption
All files, messages, and user data is encrypted in transit and at rest with bank-grade encryption.
The Best Price
Foyer is affordable with our standard plan being just $19 per month per internal user.
Sign Files
Get your client's signatures quickly using DocuSign, the industry-leading eSignature solution.
Email Notifications
Get notifications via email for file uploads and unread messages so you never miss any client activity.
Folder Organization
Organize your client's files in folders using an easy-to-use interface. Just drag and drop.
Frequently Asked Questions
What aspects of a client portal can be customized?
Customizable client portals allow businesses to modify various aspects of the platform, including the user interface, branding, and workflows. You can upload your company’s logo, choose color schemes, and adjust the layout to reflect your brand’s identity. Additionally, businesses can create custom workflows that align with their processes, such as client onboarding, document approval, or feedback collection. User permissions can also be customized to control who has access to specific documents or features within the portal.
How does a customizable client portal improve client experience?
By personalizing the look and feel of the portal, businesses can offer a more professional and cohesive experience for their clients. A customizable portal allows you to create workflows that make sense for both your team and your clients, reducing friction and making interactions more intuitive. Clients appreciate a seamless, branded experience that reflects your company’s professionalism and attention to detail.
Can a customizable client portal scale with my business?
Yes, customizable client portals are designed to scale as your business grows. You can add more users, expand storage capacity, and modify workflows to accommodate new projects or clients. The flexibility of a customizable portal ensures that your system can adapt to changing business needs without requiring a complete overhaul.
Learn more about our features
Secure File Sharing
Quickly and securely exchange files with your clients in your company's own custom branded client portal. All files are encrypted at rest and in transit. All you have to do is drag-and-drop.
