Clients, prospects and portals on the same record as the work.
Business development and client service run on the same data as the work and the billing. A prospect becomes a client becomes a job, and the client sees their side of it in a secure portal.
- Module
- CW-03
- Used by
- Partners, BD team, clients
- Feeds
- Client work, billing, reports
- Package
- Practice, Enterprise Suite
What Clients, CRM & Portals does.
Clients and contacts
Clients, contacts and client groups with full interaction history.
Opportunities and leads
Track leads and opportunities through to opened work.
Client portal
Clients sign in to see their work, documents and invoices.
Intake forms
Public forms that bring new enquiries straight into the firm.
Vendor and careers portals
Separate public surfaces for vendors and job applicants.
Ask for it. Review it. Done.
Wisp works here through the same layer as the screens, with your permissions and the firm’s approval rules. How Wisp works.
- “Convert this lead and open the engagement.”CRM · Engagements
- “Log my call with the Acme CFO.”Interactions
- “Invite Acme to the client portal.”Client portal
Same data, one step away.
Clients, CRM & Portals: common questions.
Do clients get a portal?
Yes. Clients have a secure portal for their work, documents and invoices, bound to the firm they work with.
See your firm run on one system.
A 45-minute walkthrough on your own workflows: one client job, from intake and conflict check to invoice, ledger and GST return.