Secure client portal for agencies
Clients, cases, documents and billing — in one place
A practical system for travel/visa or RE agencies to manage client history, cases and invoices with clear roles. Your clients can log in and see their own history and bills.
RBAC
Role-based access
API
Data transfer
Billing
Invoices & payments
RBAC means each user sees only what they should:
Admin manages the agency,
Agent works with assigned clients,
Client sees only their own history and invoices.
Workflow
Daily overview
Live
Add client
1 min
Save full contact info and history
Create case
3 min
Services, status, agent, notes
Invoice & payment
5 min
Generate PDF and track verification
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Built and maintained by MintedMind. Contact available on request.
What you get
Simple onboarding, clear roles, and practical day-to-day workflow.
Client database
Fast search, full history and contact details.
Cases & services
Structured workflow with statuses and service lines.
Documents
Attach PDF/photos to a case (visas, contracts, scans).
Client portal
Clients can log in and see their history and invoices.
Billing
Invoices, PDF generation, payment status and verification.
Notifications
Email communication and scheduled messages (optional).