Changelog
  • portal

A client portal your clients can actually use

Your clients sign into the portal from a link, with no password. They see the work you have sent, and accepting it is one button. You can open the portal from a client's page to see exactly what they see.

The portal is now light and plain rather than a dark dashboard. It no longer opens on a row of numbers, empty sections are quiet, and it fits on a phone without squeezing your firm's name. It also shows what the client has received, not only what they owe.

When you ask a client for a document, they can drop the file in and send it. A note is optional. When they pay an invoice by bank transfer, they can press "I've sent the transfer" and add a reference, and the reminders stop. When you record a payment, their view shows it settled straight away.

You can also serve your site and portal on your own domain. Claim it, add the DNS records Mycel shows you, and it handles the certificate and goes live.