Features › Client portal

Client portal

One link where your client sees all your meetings together

Give your client one secure link where, without logging in, they can see all your shared meetings, summaries, tasks and anything else you choose. A professional impression with no extra work.

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Client portal · Jana Nováková

Secure link
Our shared meetings

First meeting · Mortgage · Insurance, all neatly in one place.

Tasks and agreements

What’s agreed and what the client needs to provide, read only.

You choose what is shown

Summary yes, transcript no? Turn on only the sections you want.

Your client doesn’t need to install anything or log in

Send one link and you’re done. Your client can view all your shared meetings, summaries, key points and tasks there. No accounts, no attachments, no digging through old emails.

  • One link per contact
  • No login, read-only
  • Always up-to-date content
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You decide what the client sees

In the portal you turn on exactly the sections you want to share: summary, tasks, chapters, mood. Anything that is just for you (like the transcript or coaching) simply stays off.

  • Turn individual sections on or off
  • Sensitive details stay hidden
  • Full control over the content
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Come across as professional and transparent

Your client feels in control: they can see what you agreed on and what is happening. It builds trust and saves you the time you would otherwise spend sending records after every meeting.

  • A better impression and more trust
  • Fewer “what did we agree on?” questions
  • Turn off the link anytime
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How it works

The portal in three steps

1

Create a portal for a contact

Generate a secure link for the client in one click.

2

Choose what is shown

Turn on the sections you want to share, the rest stays hidden.

3

Send the link to your client

Your client can check it anytime, and you can turn off the link anytime.

Related

What else you get out of your meeting

Online meetings In-person meetings in a room Existing recording

From every one of them you get:

  • Full meeting transcript
  • AI summary + key points
  • Tasks with deadlines and priority
  • Smart chapters
  • Meeting mood
  • Effectiveness score + tips
  • Speaking coach
  • Promises and commitments
  • Continuity with the previous meeting
  • Objections and buying signals
  • TOP moments + audio clips
  • Question analysis
  • Follow-up email
  • Price quote
  • Draft contract
  • Meeting report
  • Meeting record (PDF)
  • Record completeness check
  • Condensed version of the meeting
  • Deal reminders (fixed rates, anniversaries)
  • AI chat with your meeting
  • Output in any language
  • Export to PDF / Word / TXT
  • Share via link or WhatsApp
Frequently asked questions

What people most often ask about the portal

Does the client need an account?

No. The portal is a single public link that opens in a browser with no sign-up or login. They see only what you make available, and only in read-only mode.

What exactly will the client see?

You choose the sections: summary, key points, tasks, chapters, mood and more. Sensitive details such as the transcript or coaching can stay hidden.

Is the portal secure?

The link contains a random secure token and shows only the content you choose. Audio recordings are never shared through the portal. And you can turn off the link anytime.

Does the content update automatically?

Yes. When a new meeting is added for the client, it appears in the portal automatically, so you don’t need to send a new link.

Can I remove the portal later?

You can turn it off or delete it anytime. Once turned off, the link stops working and the client can no longer see anything.

Who is it for?

For financial advisors, mortgage specialists and anyone who holds several meetings with a client and wants to give them a clear, professional place for the outputs.

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Give your clients a professional overview

5 days free. Try the client portal, all in one link.

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