Tailored secure client portals
A secure portal for your clients, designed for your firm.
Lawyers, notaries, fiduciary firms, property managers, financial advisers: you exchange sensitive documents every day. We design, set up and run the portal where your clients upload them, with your rules, your colours and a log of every access.
Indicative ranges, excl. VAT. No offer is contractual yet: a written quote always follows a scoping phase. The demo uses sample data.
Who it is for
Professions that receive confidential documents from their clients and must be able to prove who accessed what.
- Law firms and notary offices
- Fiduciary and accounting firms
- Property management agencies
- Financial advisers and independent asset managers
What the portal includes
01
Guided document upload
Your client sees the list of what they need to provide, uploads their files and knows what is still outstanding.
02
Access limited to a single case
A time-limited link opens one case and nothing else. You can revoke access whenever you like.
03
Checks on incoming files
Every upload goes through an antivirus scan before it is made available to you.
04
Access log
Who uploaded, viewed or downloaded what, and when. Exportable for your internal reviews.
05
Your colours, your rules
Logo, wording, document lists and approvals adapted to your profession.
06
Hosting and operation
We run the portal: updates, backups and support. The hosting provider and storage location are stated in the quote.
Two plans, depending on your organisation
Indicative ranges, excl. VAT. No offer is contractual yet: a written quote always follows a scoping phase. The demo uses sample data.
Essential
By quoteThe standard portal, in your colours, for a firm that wants to stop receiving client documents by email.
- Set-up
- 8,000 to 15,000 CHF excl. VAT
- Operation
- 290 to 590 CHF excl. VAT per month
- Indicative lead time
- 4 weeks
Included
- Firm staff
- up to 10
- Clients and cases
- unlimited
- Document storage
- 100 GB, expandable
- Team training
- 2 h
- Connection to your tools
- no
- Test environment
- no
- Portal with your logo and colours
- Your standard document lists, by type of case
- Client access link limited to one case, no account needed
- Antivirus scan on every file received
- Secure transfers to your clients
- Access log, exportable
- Hosting, backups, updates and email support
Tailored
By quoteEverything in Essential, plus the steps, roles and connections specific to your organisation.
- Set-up
- 25,000 to 60,000 CHF excl. VAT
- Operation
- 600 to 1,500 CHF excl. VAT per month
- Indicative lead time
- 8 to 12 weeks
Included
- Firm staff
- depending on your team
- Clients and cases
- unlimited
- Document storage
- 500 GB, expandable
- Team training
- 6 h
- Connection to your tools
- included
- Test environment
- included
- Everything included in Essential
- Approval steps and roles adapted to your firm
- Connection to your practice software or email system
- Separate test environment
- Ongoing improvements, with a quarterly review
- Security documentation to hand to your clients
How a project runs
Scoping
An interview and a written document: your workflows, your documents, your security constraints. It leads to a quote.
Prototype
You test a working portal with sample data and approve it before anything goes live.
Go-live
Configuration, training for your team and a gradual opening to your first clients.
Operation
Updates, backups, support and improvements, with regular reviews of usage.
What we guarantee, and what we do not promise
- Every access is checked server-side: organisation, role and case.
- Access links are time-limited and revocable.
- No third-party analytics tools in the portal.
- We claim no certification and no audit. Document storage is planned in Switzerland; the exact hosting provider is set out in writing in your quote.