How it works. For your clients, and for you.
Every step has two sides: what the client sees in your portal, and what your practice sees behind it.
- 01
Invite. From your practice, not from software.
- The client
- An email from you, in your name. They sign in with their own address; no password unless they want one.
- Your practice
- You see when the invitation was opened and when they joined.
Robert joined the portalnow - 02
Welcome. A short brief in your voice.
- The client
- Who they are, who else should be involved, what they need, how they like to hear from you. Saved at every step.
- Your practice
- The answers arrive on the project, ready for the first meeting.
Welcome · the Whitfields
Step 3 of 6 · your home
- 03
Agree. Terms first, then the work.
- The client
- Your agreement and any disclosures, signed typed or drawn.
- Your practice
- A signed copy, frozen and fingerprinted, with who signed and when.
Agreement signed by Robert9:41 - 04
The portal. What’s waiting, first.
- The client
- What needs them, where the project stands, every document and payment.
- Your practice
- Opens, decisions and payments in the live feed.
Procurement deposit
$18,500.00
- 05
Updates and approvals. Every week, in one tap.
- The client
- A weekly note from the person running their project; approvals with payment when it’s due.
- Your practice
- Who has read the update, and what’s still waiting.
Dining chairs, set of six
Walnut frame · oyster bouclé
Example data: the people and figures are invented.
The owner’s view. Alongside every step.
The live feed, what needs attention with its reasons, and how engaged each client is.
Live
Jordan Lee opened Proposal P-10423rd time · 6m 20s · most time on the primary bedroom6m
Anna Marlowe approved 4 selectionsDining room22m
Sam Ortiz paid Invoice 2027$3,200 · bank transfer1h
Priya Shah signed the design services agreementCountersign waiting3h
Needs attention
Invoice 2031 viewed 4 times in 3 days, unpaidDue Friday · Okafor residenceSend a reminder
Two approvals waiting 8 daysThe Marlowe household · dining chairs, rugOpen the thread
No sign-in for 16 daysHarbor & Pine · concept review next weekCall
Engagement
Okafor residence5 visits this weekHighly engaged
Ashland ParkOpened the updateEngaged
The Marlowe household2 approvals waitingQuiet
Harbor & Pine16 days since a visitGone quiet
Give your clients a portal worth opening. Join early access.
Dovelumen is opening to a small number of practices first. Tell us about yours and we’ll be in touch.