Custom client portalsFewer email chains with your clients.
Paralleon builds a portal where your clients sign in, send what you need and see where things stand.
Built for you by Paralleon, in accounts you own.
Client portal
Example · made-up dataClient 0187 · Year-end pack
3 of 5 complete
- Sales summaryReceived
- Expense reportReceived
- Year-end stock countReceived
- Asset listMissing
- Signed engagement letterMissing
What you get
A checklist per client
Each client sees what you still need from them.
Uploads in one place
Files land in the right folder, named the same way.
Status they can see
Fewer “any update?” emails and calls.
Reminders built in
A nudge goes out when something is missing.
Also included
- Client sign-in
- Two-step sign-in
- File uploads
- Checklists
- Status updates
- Reminders
Example builds
Examples of what we could build for you. Not client projects.
| Example build | What it replaces |
|---|---|
| Year-end document checklist for an accounting firm's clientsReplaces: Chasing files by email and phone | Chasing files by email and phone |
| Project portal for an agency's clientsReplaces: Status updates buried in reply threads | Status updates buried in reply threads |
| Order status page for a wholesaler's customersReplaces: Calls asking where an order is | Calls asking where an order is |
How a build works
Step 1: Free workflow review
Day 0
Step 2: One-page outline
Within 24 hours
Step 3: 10 business days of building
Days 1–10
Step 4: Demo
Day 10
Step 5: Handover
After you accept
Connects with the tools you already use
- Google SheetsSpreadsheets
- Microsoft ExcelSpreadsheets
- GmailEmail
- OutlookEmail and calendar
- Slack®Team chat
- QuickBooks®Accounting
- XeroAccounting
- SalesforceCRM
- Procore®Construction management
- AirtableDatabases
- NotionDocs and wikis
- DropboxFile storage
- ClaudeAI models (Anthropic)
- OpenAIAI models
Product names are trademarks of their owners. Paralleon is independent and not affiliated with them. Trademarks