All features

Client portal & SMS reminders

A branded portal plus consent-managed SMS keeps clients in the loop without phone tag.

Client portal & SMS reminders — illustrative interface mockup

Illustrative interface mockup. Actual product may differ.

What it does

  • Clients see their case status, documents, and appointments in a clean portal.
  • Automated appointment reminders by SMS and email, with consent tracking.
  • Two-way SMS conversations auto-linked to the case.
  • Clients text YES to confirm or request reschedule — staff stay in control of changes.
  • Multilingual support for your client base.