Features
Everything you'd expect, plus an AI concierge.
ClientNest365 is a real client portal with the features you'd expect, plus a few built around what makes client relationships fall apart in the first place.
File sharing with versions and comments
Folder structure per client. Files have versions, comments stay alongside, and approvals are structured objects rather than buttons buried in chat.
Approval workflows
Send an approval as an object with subject, linked items, reviewer, and mode (any-approver, unanimous, sequential). Full audit log on every state change.
In-portal messaging
Threaded conversations per client portal. Realtime updates. Internal-only mode for agency notes the client doesn't see.
Invoicing and payment
Build a real invoice in the portal, send to the client, the client pays in two clicks via a PCI-compliant card processor. Downloadable PDF, exportable to your accounting tool.
AI client concierge
Your client asks 'what's pending from me?' or 'where's the latest version?' and gets a real, grounded answer from their actual portal state.
Branding and custom domain
Your logo, your colours (€10 one-off). Run the portal on portal.yourfirm.com (€20 one-off).
Magic-link client invites
Your client clicks once in their email and they're in. No password, no app install, no 'forgot my password' loop a week later.
Workspace audit log
Every action (who did what, when, from where) captured in an immutable log. Useful for legal, accounting, and any client who needs an audit trail.
Per-client white label
Different brand per client where you need it. Useful for sub-agency relationships and white-labeled deliverables.
GDPR-friendly storage
Database in the EU. Files in Cloudflare R2 (EU jurisdiction). Workspace-level data export and erasure on request.