Holdisholdis
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Client view

Client portal

Clients see their own sites and sign the acts themselves.

01 · Functions

  • 01The client’s sites, systems and latest acts in one view
  • 02Unsigned acts always sit on the first card
  • 03Signing on a phone, with a finger
  • 04A report straight to the firm, optionally into the logbook too
  • 05Email and push for every new act
  • 06Access to their own sites only

02 · Example

  1. 1

    The chair of a housing association gets an email that a service act is ready.

  2. 2

    They open the portal, read the act and sign it on a phone.

  3. 3

    Nobody has to call the office.

03 · Dependency

Client portal

The portal is the logbook’s site view for the client: without the logbook it has nothing to show.

Let's see how this would work in your firm.