Client portal
Your clients find the answer themselves.
An option for the clients who'd rather handle more themselves: a portal with your branding where cases, documents, invoices and messages live in one place. Fewer follow-up emails for you.
Built on the industry's strictest security and data standards
- ISO 27001Information security
- ISO 42001Responsible AI
- SOC 2Security audit
- GDPREU data protection
Secure communication
A secure place for the sensitive.
When something is sensitive, the client can message you and share documents in the portal instead of over regular email. Everything is encrypted and lands on the case with an audit-ready trail. You still use email and Outlook as always, the portal is simply the secure alternative when you need it.
- A secure alternative to email when it's sensitive
- Encrypted with a GDPR-compliant audit trail
- Every message linked to the right case
Documents
Everything shared, in one place.
The client sees everything you share and can download it instantly. If you need a document, a power of attorney or ID, the client uploads it directly to the case. No attachments back and forth.
- Shared documents, ready to download
- The client uploads what you're missing
- Everything lands on the right case automatically
Onboarding
The client onboards themselves.
Send a link. The client uploads ID, signs the engagement letter digitally with their national eID and completes KYC. You don't need a physical meeting to open a case.
- Digital engagement letter signed with a national eID
- KYC and ID handled by the client
- The case opens without a physical meeting
Client agreement · Nielsen & Dahl
White-label
The client sees your logo. Not ours.
The client logs in at client.yourfirm.com. Notifications come from you, and invoices carry your logo. The full client portal is included in Levano from the start. Levano is the engine. Invisible.
From invite to payment
The client’s journey, self-service.
Invite
Send a link. The client gets their own portal with your branding. Unlimited clients, with no extra seats.
Onboard
The client uploads ID, signs the engagement letter with their national eID and completes KYC. The case is ready without a meeting.
Follow along
The client sees status, documents and deadlines, messages you securely and uploads what you need, from computer or phone.
Pay
Invoices sit in the portal with your logo. The client pays instantly via Stripe.
Integrations
Connected to what your client already uses.
A client shouldn't have to wait for an answer. They should be able to find it themselves, right when they need it.
Tobias Grotkjær Elmstrøm · CEO & co-founder, Levano · Owner-partner, AGE Advokater
FAQ
Questions about the client portal.
Ready to give your clients their own portal?
Book a demo and see the client portal live, and how the client meets your brand, not ours.