Your own branded portal
Each company's portal lives at its own address, separate from where your team signs in, with your name on it.
Neurocity home
Client portal
A secure portal for every client.
A secure portal for every client.
No more files over email.
Give each client one secure place to see where things stand, send requests and share files. They see only their own records, and you see every view and download.
Client portal
A client portal built for sensitive work
For firms that share financial, legal and personal information with clients every day.
Clients see only their own
Every client sees only their own records, enforced by the database itself, not just by the screen.
Secure file sharing
Share folders with clients and set access per folder: view, upload or manage, for people or groups. Deleted files go to a recycle bin for 30 days.
Sign-in without passwords
Clients sign in with Microsoft, Google or a code sent to their email. Only the people you invite get in.
Status and requests from your apps
Show clients the status of their work and let them send requests, straight from the apps your team uses.
Every view on the record
Every sign-in, view, upload and download is recorded in your audit trail, ready when a client or auditor asks.
Up and running in a day
No separate portal product, no extra logins to manage.
Invite your clients
Add the people at each client who should have access. They sign in without a password.
Share what they need
Choose the folders, status pages and request forms each client sees.
Work in one place
Requests arrive in your team's inbox, files stay in your own secure storage, and everything is recorded.
FAQ
Client portal: questions, answered
Is the client portal secure enough for financial and legal documents?
Yes. Each company's data lives in its own isolated database, clients see only their own records, files are encrypted in transit and at rest, and file security follows NIST SP 800-171.
Do clients need a password?
No. Clients sign in with Microsoft, Google or a code sent to their email, and only invited people get in.
Can clients upload files?
Yes, to the folders you give them upload access to. You can see every upload and download.
What does the portal show clients?
Whatever you choose: status from your apps, requests and their progress, and shared folders. Internal notes and fees are never shown unless you put them there.
One platform
Part of everything Neurocity does
One login, one place for your data and one AI layer for every department, with business packs for your kind of business.
See it on your own work
Book a short meeting and we'll show you Neurocity on your own data and answer every security question you have.