Features
A practical client portal and CRM workflow for agencies. Built for daily operations: clients, cases, documents, and billing.
Clients
Create and manage a searchable client database with clear ownership and history.
Cases
Track work as cases: statuses, assigned agent, notes and service lines with totals.
Documents
Attach PDF/photos to cases (visas, contracts, scans) and keep everything in one place.
Client portal
Clients can log in and see their own history and invoices (role-based access).
Billing
Subscription invoices, PDF generation, payment submission and verification workflow.
Security & access
Verified email, role-based permissions and strict account isolation per company.
Roles (RBAC)
Admin manages the agency account, users, clients, cases and billing.
Agent works with assigned clients and cases.
Client can view only their own history and invoices.