CompanyBelgium
ERP module

Client workspace

The portal for end clients: quotes, invoices, contracts, scanned postal mail, referrals, wallet and online shop.

What you can do

A unified consumer-grade experience for everything the client has with us.

  • Quotes & invoices

    All received documents, signable and payable online.

  • Active contracts

    Overview of ongoing engagements, due dates and renewals.

  • Scanned mail

    If subscribed to the registered address — access to scanned postal mail.

  • Referrals & wallet

    Referral credits, online shop and payment history.

How it works

From account creation to consulting their full history.

  1. 1

    Account creation

    Auto-created on the first invoice or via invitation.

  2. 2

    Sign in

    Login with Google or email + immediate access to all data.

  3. 3

    Consult & act

    Sign quotes, pay invoices, read mail.

Need help getting started?

Our team supports onboarding, data migration and AML setup.