Secure Branded Client Portals. Document Ingestion, Status Tracking & Signatures.
Stop chasing client documents across chaotic email chains and WhatsApp threads. We build secure, branded customer portals with instant file ingestion, automated upload reminders, real-time case tracking, and digital signatures.
- Live Within 10 to 14 Business Days
- Bank-Grade 256-bit Encryption & GDPR / AVG Safe
- Automated Email & WhatsApp Document Reminders
- 100% Client Code & Database Ownership
- 10–14 Days
- Turnkey Delivery
- 80% Faster
- Document Collection
- 100% AVG
- GDPR Compliant
- 0 Rent
- No Per-Client SaaS Fees
Engineered for high-trust professional verticals.
Built for High-Trust Professional Services
Ideal for firms handling sensitive documents, verification files, and complex customer onboardings.
Accountants & Tax Advisors
Secure ingestion of annual statements, VAT receipts, and tax records without email attachments.
Real Estate Brokers & Notaries
Automated KYC collection, passport checks, mortgage documents, and property dossiers.
Consultancies & Legal Agencies
Client case tracking, contract exchange, digital signing, and billable milestone approvals.
Financial & Mortgage Advisers
Guided document checklist with instant rejection/approval feedback for applicant dossiers.
Healthcare & Specialized Clinics
Encrypted intake forms, medical history uploads, and patient treatment timeline tracking.
B2B Project & Construction Hubs
Blueprint sharing, progress photos, change order approvals, and invoice status tracking.
Zero per-user rent vs expensive SaaS seats.
Why Choose a Custom Aergent Portal Over Generic SaaS?
Generic portals charge expensive per-client monthly fees and lack custom branding. We give you 100% ownership.
One-time build fees with full source ownership.
Transparent Fixed Portal Packages
Select the scope of your custom client portal. 100% fixed quote before kickoff.
Essential Ingestion Portal
Perfect for firms needing a secure, clean portal for client document uploads, verification, and file storage.
Enterprise Client Hub
Comprehensive customer hub with project timelines, contract signing, WhatsApp reminders, and internal CRM sync.
Two-week structured sprint from scope to live portal.
Our 14-Day Delivery Sprint
A structured, security-first process ensuring bank-grade encryption and intuitive client UX.
Workflow Mapping & Security Architecture
We define your document requirements, client onboarding stages, and configure GDPR-compliant encrypted storage.
Portal Engine & Dashboard Build
Our Amsterdam engineers build the frictionless client upload wizard, admin approval dashboard, and reminder triggers.
Penetration Testing & CRM Integration
We test authentication security, connect internal storage/CRM pipelines, and verify notification automation.
Client Pilot & Live Rollout
Your portal launches on your custom domain with full documentation and recorded walkthrough tutorials.
Bank-grade encryption, mobile file scanner & magic link logins.
Why Our Client Portals Outperform
Engineered for maximum client compliance, zero administrative friction, and bank-grade privacy.
Bank-Grade AES-256 Encryption
All uploaded identity documents and financial records are encrypted both in transit and at rest.
Smart Automated Reminders
Clients receive gentle automated email or WhatsApp nudges until missing documents are submitted.
Instant Mobile Uploads
Clients can snap photos of passports or invoices directly from their smartphone camera.
Real-Time Dossier Status
Clients see a live checklist of approved, pending, and rejected files with instant feedback notes.
Magic Link Passwordless Login
Frictionless, secure login via one-time email magic links without forgotten password headaches.
100% Code & Data Ownership
You own the complete portal application and storage infrastructure with zero monthly SaaS fees.
Frequently Asked Questions
Ready to automate client document collection in 14 days?
Eliminate email attachments and lost paperwork. Claim your custom portal blueprint now.