Client portal software: Clients see for themselves where things stand.
One place for the status of the work, documents, invoices and questions. Fewer "where are we?" emails, and clients who feel taken seriously.
No obligation · reply within one working day
Screens shown with demonstration data, based on software and sites running for our clients.
Play the customer. See your dashboard.
Choose what a customer would choose and see right away what happens in your software.
Which case?
What do you do?
Needed by?
Done. This is how it works every day, without phone calls or retyping.
Start your intake- D-3317Payslips, completed
- D-3318Quote, awaiting client
- New
Demo with sample data, nothing is sent.
Fewer questions, more trust.
Most client emails are about status, documents and payments. In the portal, those answers are already there.
- Where are things?09:12 · E-mail Look it up and reply Status is in the portal
- Can I get the contract again?10:30 · Document Search and email again Under documents
- Approve a proposal11:45 · Approval Emailing back and forth Approved in the portal
- Open invoice13:20 · Invoice Reminder after 30 days Paid through the payment link
- Passing on a change14:10 · Question Lost in an inbox A task for your team
A week with the portal.
How the work runs when the client follows along, with demonstration data.
- Monday 09:00 CClientMonday 09:00Signs in with the link from the email and sees where the work stands.
- Tuesday 11:45 CClientTuesday 11:45Approves a proposal; it is recorded with a date.
- Wednesday 16:20 CClientWednesday 16:20Asks a question about the invoice; it reaches the team as a task.
- Friday 13:20 CClientFriday 13:20Pays the open invoice through the payment link.
What is in the portal.
The portal reads from the same software as your quotes and invoices, so nothing is ever duplicated.
Status of the work
Where the work stands and what comes next.
Documents
Contract, subscription and invoices in one place, always the latest version.
Open amount and payment
What is still open, payable at once through the payment link.
Monthly reports
Reports per month the client can read back.
Asking a question
Questions about invoices, the contract or the work, or a change; your team gets it as a task.
Sign-in by link
Clients sign in with a link by email and see only their own data.
How you start
How we work- 1Intake In a few minutes you tell us what your business does and what you need.
- 2Call and demo We show the software with your business as the example.
- 3Setup Your services, hours, team and data are ready.
- 4Live Booking, the form or the till is ready for your customers.
- 5Support Questions, updates and hosting run through your fixed monthly licence.
Know what to expect.
Explore pricing and optionsWhat does the software cost?
Your software is a one-off investment, fully set up for your business. After that you pay a fixed monthly licence for hosting, updates and support. The amounts depend on the features you use. After the intake and the call you know exactly where you stand.
How do clients sign in?
With a sign-in link by email. Each client sees only their own data; that is checked on the server.
Do I have to enter data twice?
No. The portal shows the documents, invoices and status already in your software.
What happens to a client’s question?
It reaches your team as a task, with a message attached. So nothing disappears into a personal inbox.
Can clients pay in the portal?
Yes. Open invoices can be paid right away through the payment link.
See it in your own business.
Start with a short intake. Then we schedule a call to show the software with your services, team and way of working.
WhatsAppinfo@vorlyo.com Clients see status, documents and invoices themselves, without emailing.
- Status of the work
- Documents
- Invoices with payment link
- Questions to the team