Where the relationship lives after the first call.
A secure, branded space for everything a client needs from you after the engagement starts. Documents, e-signatures, session materials, status updates, messaging. Encrypted, audit-logged, and tuned to the compliance standards your jurisdiction actually cares about.
Built for how specialist practices actually run.
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01 · Document exchange with audit logs
Upload, versioning, permissions, and a clear audit trail of who accessed what when.
02 · E-signatures built in
eIDAS-compliant in the EU, ESIGN-compliant in the US. No DocuSign subscription on top.
03 · Matter- or client-specific access
Scoped per client, per matter, or per engagement — not a shared Dropbox where everyone sees everything.
04 · Branded to feel like yours
Your domain, your logo, your type. Not a third-party SaaS badge in the corner.
05 · Secure messaging
In-portal messaging that replaces the "quick email" about sensitive matters. End-to-end encrypted, searchable.
06 · GDPR / HIPAA-ready posture
EU-hosted option with data residency. Access logs. Retention policies. DPA on request. For US practices that need HIPAA: that's on our roadmap, not shipping yet — we'll tell you honestly if your use case needs us to wait.
The portal piece: €1,900 + €190/month.
Take it on its own — it runs on a subdomain of your existing site. Or take it as part of the Complete bundle (€6,900 + €690/month, saves €1,380 total). Fractional execs who live in Notion with their clients — you probably don't need this.