Client-MintedMind

CRM & Client Portal for Modern Service Businesses

Manage clients, cases and billing. Empower clients with their own portal.

A complete workspace for consultants, agencies, brokers, and service providers. Protect internal notes, control team access, and give your clients a secure space to track their cases, documents, and invoices 24/7.

Start 14-day free trial Log in Explore features →
No credit card required 1-minute setup EU GDPR ready
Data Security
Staff see only assigned clients. Immediate session termination on departure.
Client Portal
Clients log in 24/7 to see case progress, files and bills. Internal notes stay hidden.
Invoicing
Case milestones, automatic PDF invoices and instant bank/Paysera matching.
Live interactive preview
Admin privileges: Full company visibility, revenue stats, team caseload & CSV exports
ROLE: ADMIN
Nordic Advisory UAB
Export CSV (Admin only)
Active cases
34
Revenue this month
€12,450
Active agents
4
Baltic Logistics UAB Confirmed
Commercial proposal • Agnė K. €1,200.00
Reassign team load 1-click switch
Role-based separation in action Explore features →

Trusted by modern service businesses across Europe

NA Nordic Advisory
BE Baltic Estates
LP LitVisa Partners
AC Apex Consulting
VL Venta Legal
99.9% System uptime
100% EU GDPR compliance & tenant isolation
24/7 Client self-service access

Built for your workflow

Tailored for client-oriented service businesses

Whether you handle confidential cases, property deals, travels or creative projects — Client.m adapts to your operational model.

Legal & Business Consulting

Law firms, accounting & business advisors

✕ Repeated client calls regarding case status & lost files
✓ Secure 24/7 client portal with milestone tracking & private notes protection
Confidential & GDPR ready →

Real Estate Agencies & Brokers

Brokerages, property management & valuations

✕ Client leakage risks and lost histories when brokers leave
✓ Admin-only export, 1-click client reassign & instant session cut
Protected client database →

Travel, Visa & Relocation

Visa centers, migration & travel agencies

✕ Scattered passport copies, deadlines and separate invoicing
✓ Structured cases, file attachments, and automated billing verification
Fast case handling →

Creative & Digital Teams

Design, IT services, marketing & translation

✕ Disorganized service scopes and unpaid invoice chasing
✓ Service items, transparent client sign-offs & instant Paysera checkout
Transparent project delivery →

What you get

Simple onboarding, clear roles, and practical day-to-day workflow.

Client database
Searchable client database with ownership, interaction history, and custom fields.
Cases & services
Track work as structured cases: statuses, service lines, amounts, and responsible staff.
Documents
Attach contracts, agreements, scans, and notes securely to each case.
Client portal
Clients log in to check progress, download authorized files, and view invoices 24/7.
Invoices & billing
Generate PDF invoices, track payments, and verify bank / Paysera statements automatically.
Team control & security
Assign cases, reassign clients upon staff changes, and control exports to prevent data leaks.
See full feature list →
Customer stories

Loved by client-first teams

Discover how consulting agencies, brokers, and advisors streamline their operations and delight their clients with MintedMind.

“Clients no longer call to check case status — they simply log into their self-service portal. Our team saves at least 10 hours every week on routine back-and-forth emails.”

MR
Mindaugas R.
Managing Partner · Legal & Advisory Firm

“Strict separation of internal case notes from client-visible data allowed our agents to log sensitive negotiation details without any fear of client data leakage.”

ES
Elena S.
Head of Brokerage · Baltic Estates Agency

“Automatic PDF invoice generation and instant Paysera payments reduced overdue receivables to zero. The client portal makes our small agency look like an enterprise.”

TK
Tomas K.
Operations Lead · Apex Digital Services
Frequently asked questions

Everything you need to know about MintedMind

Find quick answers to common questions about trials, data security, teamwork, and client access.

No. You can start a full 14-day free trial immediately without entering any payment details. At the end of your trial, you can choose a subscription plan or let it expire without any charges.
Yes, data security is our top priority. All data is hosted on certified EU servers in compliance with GDPR regulations. Every tenant is strictly isolated in the database, sensitive documents are encrypted in private storage, and role-based access controls prevent unauthorized data exports or visibility.
Unlike spreadsheets or generic sales CRMs, MintedMind is designed specifically for service delivery workflows. It combines case tracking, a dedicated 24/7 self-service client portal, internal vs. client-visible notes, and automated invoice issuing with Paysera checkout in one unified hub.
Absolutely. You can invite multiple managers and staff members with specific roles (Admin, Agent). Administrators maintain full company visibility and workload reassignment, while agents focus only on their assigned clients and case files.
The trial includes unrestricted access to all platform features: unlimited client records, structured cases, document storage, the client self-service portal, PDF invoicing, and role-based staff management with no commitments.
Clients can download official PDF invoices directly from their portal and pay via standard bank transfer or instantly through the integrated Paysera payment gateway.
Get started in 60 seconds

Ready to elevate your client operations?

Join modern service businesses that manage clients, cases, and invoices seamlessly with an integrated client portal.

Start 14-day free trial → Log in to your account
No credit card required Instant cloud provisioning EU GDPR compliance