One client-facing place for invoices, documents, and agreement status.
The FIRMA Portal gives each client a single view of their invoices, documents, agreement status, messages, and project context. It replaces scattered email threads with one consistent, branded place to do business.
Clients see their invoices, documents, agreements, and messages in one place instead of across email.
Clients can review what is outstanding, what is signed, and what is paid.
Conversations stay attached to the project and the client record.
Each client sees only their own records, with access controlled by role.
Portal content is the same operating record as invoices, contracts, and documents, so nothing is duplicated.
What the client sees reflects current state on load.
A client of one entity sees only that entity records. Operators running several companies present a clean, separate portal per entity from a single backend.
Their own invoices, documents, agreement status, and messages, scoped to their records only.
Access is role-aware. Clients see client-facing records; internal finance review stays in the workspace.
Create, send, track, and connect invoices to payments, contracts, clients, and ledger review.
Prepare, send, and track agreements as part of the client lifecycle, with version history and operational reminders.
Keep financial support files, SOPs, client records, and internal knowledge organized and searchable.