Client portal for document exchange
No more documents lost in email threads: invite a client, request what you need, and they upload it to a portal where they see only their own data.
Who it helps
- Who it is for
- Accountants, lawyers and consultants who regularly ask clients for documents and send back contracts or reports.
- What problem it solves
- Documents are scattered across emails and messaging apps, and chasing what is missing takes time. In the portal everything sits with the client, and reminders go out by email.
How it works
Invite a client
The client gets an invitation by email and joins their portal.
Request and share
Ask for documents, share your files or a Lexio contract, and add tasks with deadlines.
Track and remind
See what has been submitted and what is missing; the client gets a reminder by email.
What you get
- One place per client
- Documents, tasks, deadlines and messages on each document.
- Each sees only their own
- Every client sees only their own documents, tasks and messages.
- Up to 30 clients
- The portal holds up to 30 clients. You need a Lexio office - you can create one on the free plan too.
Price
€7.99 a month incl. VAT
That is the price of this module on its own. Several modules together cost up to 40% less, and paying yearly saves another 20%. The first 14 days cost €4.99 for the whole package you choose, and you can cancel at any time.
Frequently asked questions
Who can use the client portal?
An office or company with a Lexio office, and the clients it invites. A client joins with the invitation they receive by email.
Can clients see each other's documents?
No - each client sees only their own documents, tasks and messages.
How many clients can I add to the portal?
Up to 30 clients per office.