A white-labeled client portal that your clients actually want to use. Submit jobs, track status, view photos, read affidavits, pay invoices — all in one place, branded as you.
A clean, guided experience from job submission to paid invoice. No training required. No calls to place.
Clients submit new service requests directly through the portal. They upload the documents — our AI extracts the recipient, address, and case details automatically. They confirm and submit. Job lands in your queue instantly.
Drag your document here to get started
PDF, DOCX, or image — AI reads it automatically
Plain English status — not process serving jargon. "Attempt made — no answer" not "Non-contact attempt logged." Clients know exactly where their job stands without calling.
When your server logs an attempt with photos, your client sees them directly in the portal. No download links. No email attachments. Just a clean photo gallery showing what your server found at the address.
The moment an affidavit is signed, clients can view and download it directly from the portal. Inline PDF viewer — no Acrobat required. Clean preview with share and download options.
Invoices appear automatically. "Pay Now" button is prominent. Clients can pay by card, see their full payment history, and download receipts — all without calling your office.
Your clients never see Proxiant. They see your logo, your colors, your domain. The portal feels like a product you built — because to them, it is.
Upload your logo, set your primary color, and the entire portal — emails included — renders in your brand identity.
Clients access the portal at portal.yourfirm.com — your subdomain, your domain registrar, your CNAME. Simple DNS setup.
Every notification — job confirmation, status update, invoice — arrives from your brand. From name, from address, your footer.
Firms who give clients portal access consistently report three things happening quickly.
Reduction in inbound status call volume. Clients check the portal instead of calling. Your office stays focused.
Invoice payment is faster when clients can pay online with a card. No check in the mail. No follow-up call required.
Client retention. Clients who have visibility stay longer. The portal is a competitive advantage, not just a convenience.
Enable the client portal from your Proxiant settings in under 5 minutes.
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