Secure client portal
Quotes, invoices, progress: every client finds everything in their own secure space.
“Could you resend me the March invoice?” “I can’t find the quote anymore…” If your mornings start with emails like these, it is because your clients have nowhere to find their documents. The result: you do their filing for them, for free.
Obrentis builds your custom client portal: a secure client area where each client logs in and finds their quotes, invoices, documents and project progress. You upload a file, the client is notified by email. Sharing documents with your clients becomes one click — not yet another attachment to dig up.
For a small business, a practice or a tradesperson, it is an instant mark of professionalism that sets you apart. And like everything Obrentis builds, the portal is custom-developed in France and belongs to you: your domain, your branding, your code — with no mandatory subscription.
what you gain.
A private space for each client
Every client gets their own secure access, with only their documents and their progress. Simple login via an email link — no password to remember if you prefer.
Every document in one place
Quotes, invoices, contracts, site photos, deliverables: everything is filed per client and available at any time. No more inbox archaeology, no more “could you resend that?”.
Automatic notifications
New document uploaded, milestone reached, payment received: your client is notified by email without you writing a word. You upload, the portal handles the rest.
Progress visible in real time
Project, job site or engagement: your client sees where things stand at any moment. The “any update?” calls disappear, and your phone gets a break.
Tracked, dated, findable
Who uploaded what, when, and who viewed it: the full history is kept. If a question or dispute comes up, you find any item in seconds.
Secure and GDPR-compliant
Encrypted connections, individual access, data hosted in Europe: your documents and your clients’ are far better protected than attachments floating around by email.
frequently asked questions.
The most reliable way is a dedicated space rather than attachments: each client logs into their portal and only accesses their own files, over an encrypted connection. You upload the document once, the client is notified automatically, and you know when they have viewed it.
A shared folder quickly turns into a mess with unclear access rights, and attachments get lost in inboxes. The portal organises everything per client, notifies automatically and tracks views. Above all, it carries your branding and runs on your own site — not inside a third-party tool.
It depends on the scope: documents only, progress tracking, online payment, integration into an existing site or not. Request a personalised quote, or get an instant estimate through the Obrentis Studio. The portal is yours afterwards, with no mandatory subscription.
Yes, it is a very common case: the portal plugs into your current site, on your own domain name, and matches its design. If your site also deserves a redesign, both can be done together — you get a precise timeline with the quote.
a project in mind?
Describe your need in one sentence. We'll tell you if it's doable — and what it costs.