Client-MintedMind

CRM & Client Portal for Modern Service Businesses

Manage clients and cases. Share progress through a client portal.

Keep client records, case work and documents together. Assign team access, keep internal notes private, and share selected progress and files through the client portal.

Start 14-day free trial Log in Explore features β†’
No credit card required Guided first steps Role-based access
Data Security
Staff see only assigned clients. Immediate session termination on departure.
Client Portal
Clients review shared case progress and documents. Internal notes stay hidden.
Invoicing
Agency invoices require seller verification and activation. The agency manually records received amounts and transfer dates.

This is a static illustration with example data, not a live system or customer account.

Illustrative role preview
Admin privileges: Company clients, cases, team assignments and authorized CSV exports
Agency Admin
Example agency
Export CSV (Admin only)
Active cases
34
Shared documents
18
Active agents
4
Example client Confirmed
Commercial proposal β€’ Example agent €1,200.00
Reassign team load Reassign
Role-based separation in action Explore features β†’

Built for your workflow

Tailored for client-oriented service businesses

Use the CRM for client records, case progress and document sharing. The examples below describe workflows, not tax or invoicing coverage for every industry.

Legal & Business Consulting

Law firms, accounting & business advisors

βœ• Repeated client calls regarding case status & lost files
βœ“ Secure 24/7 client portal with milestone tracking & private notes protection
Private internal notes β†’

Real Estate Agencies & Brokers

Brokerages, property management & valuations

βœ• Client leakage risks and lost histories when brokers leave
βœ“ Admin-only export, 1-click client reassign & instant session cut
Protected client database β†’

Document-heavy services

Consultants coordinating documents and deadlines

βœ• Scattered documents and unclear case progress
βœ“ Structured cases, shared documents and visible milestones
Fast case handling β†’

Creative & Digital Teams

Design, IT services, marketing & translation

βœ• Disorganized service scopes and unclear approvals
βœ“ Service items, case milestones and client approvals
Transparent project delivery β†’

What you get

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

Client database
Searchable client records with ownership and case history.
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 review case progress, download authorized files, send messages and respond to approval requests.
Invoices & billing
Agency invoices require seller verification and activation. Available for approved Lithuanian sellers in EUR. The agency records received amounts and transfer dates; these are agency declarations, not automatic bank verification.
Team control & security
Assign cases, reassign clients upon staff changes, and control exports to prevent data leaks.
See full feature list β†’
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 payment details are required for the 14-day trial. After it ends, your data remains readable and permitted exports remain available; editing pauses until a paid subscription is active.
Tenant and role checks control access to client records and case documents. Internal notes are hidden from clients, and documents are shared according to their visibility settings.
Client records, case milestones, documents and a client portal are connected in one workspace. Teams decide what clients can see and can request approval of shared case results.
Team access depends on your plan. Basic includes the owner account; Pro includes five team agents in addition to the owner; Enterprise has no agent limit. Agents work with assigned clients and cases.
The 14-day trial includes unlimited client records and team members for the available CRM, case, document and portal features. Agency invoicing requires separate activation. After the trial, editing pauses until a paid subscription is active.
Agency invoices require seller verification and activation. Available for approved Lithuanian sellers in EUR. The agency records received amounts and transfer dates; these are agency declarations, not automatic bank verification. Pay your subscription by bank transfer using the invoice instructions. Paysera online payments are planned.
Start with your first client and case

Ready to elevate your client operations?

Try client records, case workflows, document sharing and the client portal during a 14-day trial.

Start 14-day free trial β†’ Log in to your account
No credit card required Onboarding checklist Private internal notes

Feature availability

Available now

CRM, cases, documents, role-based access, the client portal and an onboarding checklist. A 14-day trial becomes read-only after expiry.

Seller verification and activation

Agency invoices require seller verification and activation. Available for approved Lithuanian sellers in EUR. The agency records received amounts and transfer dates; these are agency declarations, not automatic bank verification.

Planned capabilities

Paysera online payments, automatic plan changes and proration, and reports are planned.