Platform feature
Every client gets a private portal. Every professional gets a public microsite. Both come with every plan, from day one.
Why it matters
In most professional service firms, the client experience between meetings is silence. No visibility into their matter, application, or project. No way to submit documents without emailing attachments. No professional branded touchpoint beyond a PDF proposal. This absence of experience costs firms referrals, trust, and retention — not because the work is poor, but because the relationship feels invisible.
Capabilities
Every active client receives a unique, private portal link. No account creation required. Secured by signed token. Accessible from any device.
Clients see exactly where they are in their process — which milestones are complete, which are in progress, and what comes next. Reduces inbound status calls significantly.
Files are shared with clients through the portal — not by email. Contracts, reports, invoices, and property documents are delivered securely and received instantly.
The team requests specific documents via the portal. The client uploads directly. Every submission is timestamped. Nothing lost in email.
In-portal messaging between the team member and the client replaces sensitive email chains. Conversation history is stored against the client record.
Each agent or team member gets a public professional microsite at their slug — biography, services, listings, and a contact form that feeds directly into the pipeline.
Relevant educational content unlocks for clients at each stage. Buyers receive guides at the right moment. The firm's expertise becomes a structured asset.
For real estate and legal verticals, matched properties or relevant matters can be shared through the portal. Clients see what is relevant to them only.
GDPR-aware by design
EU data residency
Full audit trail
How it works
When a lead converts to an active client, a portal is created. The client receives their private link by email — no account creation required.
The team sets the client's journey milestones appropriate to their matter or project type. The client sees their progress from day one.
All file sharing and communication happens through the portal. The client has one professional destination for their entire experience with the firm.
As milestones complete, relevant guides and resources become visible to the client — timed to be useful rather than overwhelming.
Who benefits
This feature is available across all supported verticals on MOZAIC Core.
We review every application manually. If your firm is the right fit, we will set up your organisation personally and walk you through this feature within 48 hours.
