Your Comprehensive
Client Portal Solution

Streamline communication and
enhance document management with a secure,
centralized platform designed for modern businesses.

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Key Features and Benefits

Secure Document Management

Ensuring the safety and integrity of your important files with enterprise-level security.

Multi-Tenant System

Each business gets its own secure instance with dedicated database and custom pages.

Customizable Experience

Tailor the interface to meet individual needs and preferences with robust admin controls.

Enhanced Analytics

Track document views and downloads for valuable insights into client engagement.

Target Industries

Legal Industry

Enhanced client communication and case management for improved efficiency.

Healthcare Sector

Streamlined information sharing and enhanced patient experience.

Finance Sector

Secure sharing of reports, filings, and important documents.

Real Estate

Enhanced client management and document storage solutions.

Our Solutions

Document Management

  • Easy document upload and seamless sharing process
  • Flexible client sharing options for enhanced communication
  • Effective permission management for secure access control
  • Track document views and downloads for insights

User Management

  • Swift user invitation system to invite your customers
  • Granular permission settings for data security
  • Multi-client access management capabilities
  • Organized family/customer portfolio management

Customization Options

  • Brand-consistent logo and color implementation
  • Personalized client experience with custom entity names
  • Custom landing page creation for targeted content
  • Enhanced client engagement through messaging

API Integrations

  • Seamless integration with existing software
  • Custom component creation for unique needs
  • On-demand feature additions and updates
  • Continuous platform evolution based on needs

Advanced Customizations

API Integration

Connect with your existing systems through our robust API endpoints.

REST API GraphQL Webhooks

White Labeling

Customize the portal with your brand colors, logo, and domain.

Custom CSS Themes Branding

Third-Party Integrations

Seamlessly integrate with popular business tools and services.

Salesforce Slack Microsoft 365

Get in Touch

Email Us

info@amplifybookings.com

Call Us

+1 (917) 719-1484