AI Client Portal & Communication
Give your clients a modern, self-service experience
Why This Matters
Client communication happens through a mix of personal emails, phone calls, and maybe a shared drive. There's no central place for clients to check their engagement status, access documents, or ask questions. Important messages get lost in inboxes. And when a team member leaves, their client communication history goes with them.
How We Solve This
We deploy branded client portals that centralize all communication, document sharing, and engagement tracking. Clients log in to see their status, download completed work, and send secure messages. AI-powered response suggestions help your team handle common inquiries quickly and consistently.
Deliverables
- 1 Branded client portal configuration and deployment
- 2 Secure messaging and notification system
- 3 Document library with version control
- 4 Engagement status tracking visible to clients
- 5 AI response templates for common inquiries
- 6 Client migration plan and communication rollout
From kickoff to operational deployment
$4,000 - $12,000 setup
Portal platform from $40/user/month
Client portals modernize the client experience, reduce one-off communication overhead, and ensure relationships live in systems rather than individual inboxes.
This Service Is Included In
This AI service can be implemented as a standalone project, or as part of a comprehensive engagement:
Transformation Partnership
A comprehensive 12-18 month engagement where we implement 3-5 AI services, modernize your operations, and build a practice that runs on systems instead of you.
$37,500 →Transition Partnership
Comprehensive transformation plus transition support—from modernization through ownership change. We only succeed when you do.
2% of value created →Ready to Get Started?
Schedule a complimentary 30-minute conversation. We'll listen to where you are and help you think through your options.
No pressure. No obligation. Just honest conversation about your practice.