Client-MintedMind
Powerful tools for client-driven service businesses

Features

Client records, case workflows, documents and a client portal for service teams. Availability of invoicing and planned capabilities is explained below.

👥
Ownership & history
Client database
Centralized client records with ownership, case history and controlled CSV exports.
📁
Statuses & milestones
Cases & workflow
Track work as structured cases: statuses, assigned staff, service items, milestones, and confidential internal notes.
📄
Centralized storage
Documents & files
Attach contracts, agreements, proposals, and project files securely to each case.
🌐
24/7 self-service
Client portal
Clients review shared progress, download authorized documents, send messages and respond to approval requests.
💳
Seller verification and activation
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.
🛡️
Role-based access
Security & access
Role-based permissions, multi-tenant isolation, verified emails, and staff session revocation.
Security architecture

Role-based access control (RBAC)

Strict data isolation ensuring team members and clients see only what they are authorized to see.

Agency Admin

Manages the organization, staff members, billing, client reassignments, and authorized data exports.

Manager / Agent

Works exclusively with assigned clients and cases, adds internal notes, and communicates with clients.

Client (Portal)

Reviews authorized case progress and documents, sends messages and responds to approval requests. Internal notes stay hidden.

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 → 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.