Client Portal & Engagement Workspace
A professional services firm: legal, accounting, consulting or advisory, running client work through email threads and shared documents, where a client has no way to see what's outstanding without asking, and the firm has no single view of where an engagement actually stands.
The reality
A professional services firm: legal, accounting, consulting or advisory, runs client work through email threads and shared documents. A client has no way to see what's outstanding without asking, and the firm has no single view of where an engagement actually stands.
Where it breaks
- Client communication happens by email, deliverables happen by shared document, approvals happen by reply-all, and none of it is one record.
- A client asking 'where are we' means someone reconstructing the answer from their inbox.
- A deliverable's approval history exists only as a scroll through old email replies.
- A new team member joining an engagement has no single place to see its actual status.
The Afivox approach
Afivox doesn't build a document-sharing tool. It starts from what an engagement's status actually is, milestones, deliverables, approvals, outstanding actions, and gives both the firm and the client one dated record of it, replacing the inbox as the place status lives.
The system
Users
Clients, engagement team members
Application
Client login, engagement timeline, document center
Services
Task list, approval workflow, secure messaging
Data
Client → Engagement, Document → Version, Approval → Decision
Integrations
Reads billing status from the firm's existing invoicing
Security
Engagement-scoped access, versioned documents, permanent approval decisions
How it flows
- Engagement opened
- Documents shared
- Task assigned
- Approval requested
- Decision recorded
- Milestone closed
Secure by design
- A document is versioned, never overwritten. The prior version stays retrievable.
- An approval decision is permanent once recorded; a changed mind creates a new request, not an edited old one.
- A client only ever sees engagements they're actually party to. Never another client's, even within the same firm.
- Billing visibility is read-only, generated from wherever the firm's actual invoicing lives.
Designed to improve
- Reduced status inquiries: a client sees what's outstanding and who owes the next action, without asking.
- Approval integrity: a deliverable's approval history is a record, not a memory of an email exchange.
- Searchability: client communication is searchable, against the engagement it belongs to.
Before
- A client emails to ask where things stand, and someone reconstructs the answer from their inbox.
- An approval lives in a reply buried three emails deep.
- A new team member has no single place to see an engagement's actual status.
After
- A client checks the engagement timeline instead of emailing to ask.
- An approval is a recorded decision, not a buried reply.
- Anyone joining the engagement sees its full status on one record.
This is what we'd build. Yours will look a little different.
Every concept on this page changes once we sit with how your operation actually runs. Tell us what's different about yours.
Start the operations review