Client Experience

A client portal that keeps the whole relationship together

Give every client a branded place to exchange documents, reply to your office, review invoices and receipts, make payments, and manage appointments.

See Pricing Book a Demo

What clients can do

The portal gives clients direct access to the work your office has shared with them, without sending them through separate tools.

Documents and requests

  • Upload a new document with a type and notes
  • Download documents shared through the portal
  • Complete individual items in a document request
  • See requested, pending, uploaded, accepted, or rejected item status
  • Filter documents by a linked business

Messages

  • Read the conversation with your office
  • Send a reply from the portal
  • Keep prior messages visible in one thread

Payments

  • See the current balance and invoices
  • Pay an eligible balance online
  • Review payment history and receipts

Appointments

  • See upcoming and past appointments
  • Open appointment details
  • Reschedule or cancel when the booking allows it
  • Start a new appointment request

Businesses and households

  • See linked businesses and household records
  • Open the relevant workspace
  • Keep business documents separate when one client has multiple businesses

Office information

  • See your office phone, email, address, website, and business hours
  • Open office social and review links when configured
  • Use the portal in English or Spanish

What your office controls

Your team decides how clients enter the portal, what office identity they see, and whether a contact should retain access.

Invite and access management

  • Send a portal invitation with an optional custom message
  • Send a magic login link by email or SMS
  • Check whether a contact has access
  • Review account creation and last-login status
  • Revoke portal access from the contact record
  • Copy or preview the office portal link

Brand and business profile

  • Add your logo and choose a solid brand color
  • Set the business name and welcome message
  • Publish office contact details, address, website, and hours
  • Add Google review and social links
  • Use an office-specific portal URL

From invitation to completed client action

The portal stays connected to the contact, documents, billing, inbox, and calendar your team already uses in Conecta.

  1. Your office sends accessInvite the contact, share your branded portal link, or send a magic link by email or SMS.
  2. The client verifies their accountThey use a magic link or six-digit login PIN and select the correct business when their contact information belongs to more than one office.
  3. Conecta shows the relevant workThe client sees available messages, document requests, balances, receipts, appointments, businesses, and households.
  4. The action returns to your teamUploaded documents, replies, payments, and appointment changes remain connected to the client record and the office workflow that owns them.

Account access without another password to remember

Clients can request a time-limited magic link using the email address or phone number connected to their account. A six-digit PIN login is also available.

Branded sign-in

The login experience can show your office logo, business name, welcome text, and brand color, with English and Spanish controls on the page.

Separate voice verification

Clients can set, change, or disable a six-digit Sofia voice PIN from the portal security area. That PIN verifies the client during supported phone interactions.

Connected to the rest of the client journey

The client portal is the client-facing side of the records and actions your team manages elsewhere in Conecta.

InboxKeep the office conversation tied to the client record.
AutomationsTrigger portal invitations, document requests, messages, and follow-up.
TasksCoordinate the internal work that follows a client response.

Give clients one clear place to work with your office

Bring documents, requests, messages, invoices, payments, receipts, appointments, businesses, and households into one branded client experience.

See Pricing Book a Demo