Customer portal software built for small service firms
Denby is customer portal software for firms with a few to a few hundred clients. Each client gets one private page, opened with a link rather than a password, where you ask for documents, share files, message, get approvals and send invoices, all branded as your firm.
Six things clients do in their portal
- Document requests Checklists of what you need from a client, with automatic reminders until every item arrives.
- Client messaging One message thread per client (plus project threads), kept next to their files and requests.
- File sharing Upload and share files with each client, with versions, virus scanning and a download log.
- Approvals Send work for approval; clients approve or ask for changes, with an audit-trail certificate.
- Invoices Simple invoices in the client portal, paid through your own payment link.
- White label Your logo, colours, favicon and custom domain on the client portal and in every email.
Also in every plan
Intake forms
Publish a form at its own address, or offer it in every client's portal. A public submission can create the client for you.
Team roles
Owners, admins, staff and viewers. Invite as many people as you like; every plan includes unlimited team members.
Audit log
Every sign-in, upload, download, approval and settings change, with who, when and from where.
Export everything
Download every file and a JSON manifest of your clients, requests, messages and invoices, whenever you like.
Designed from the client's side
Most portals are built around the admin screen. Denby starts from what your client sees: one column, larger type, your firm's colours, and a list of exactly what's needed from them. There is no account to create and no password to forget, which is why clients open it.
Behind it, your team gets the working view: every client, every open request, what came in overnight and what's overdue.