Client Portal — coming soon
Your clients, signed in.
Coming soon: your clients sign in to a portal of their own to see their policies, cases or projects, upcoming appointments, invoices and documents — and message your team. We're building it with early-access teams; tell us what yours need.
This isn't in klerc yet — it's what we're building next. Everything else on the site works today.
Planned
A login of their own
Each client signs in and sees only what's theirs — no more emailing copies back and forth.
- Client sign-in
- Only their own records
- Your team decides what's shared
Planned
Answers without a phone call
Clients check their policy, case or project, their next appointment and what they owe — straight from the records your team already works in.
- Records, appointments and invoices
- Documents to download
- Messages that land in your inbox
Available today
What works while we build it
Clients can already reach you on every channel, and your team can keep them posted automatically.
- Forms for requests and quotes
- A website chatbot for status questions
- WhatsApp updates when a stage changes
Put your agents to work.
Bring your team, connect your channels and let klerc take the follow-ups — from first hello to paid invoice.
Free during early access. No credit card needed.