The client portal. Where your clients find everything.
Every client gets a portal in your brand. It opens on what needs them, shows where their project stands, and keeps every document, decision and payment in one place.
Waiting on you. First, every time.
The portal opens on what the client owes you: a selection to approve, an agreement to sign, a deposit to pay. Each with its date, so nothing waits on a lost email.
Good morning, Jordan.
Waiting on you
Approve the dining chairs
Review 3 optionsThis week’s update
Stone templated, cabinetry on site Monday.
On schedule · from Rosa, your designer
Your pieces
The first week. Considered, and in your voice.
The welcome sets the tone for the whole relationship, and does the intake while it’s at it.
- 1An invitation from youThe client gets an email from your practice, not from software, and signs in with their own address. No password to invent unless they want one.
- 2A branded welcomeA short wizard in your colours and voice: who they are, who else should be involved, what they need, how they like to hear from you. Every answer is saved as they go, and they can skip and come back.
- 3Agreements firstYour terms and any disclosures, signed typed or drawn, before the work starts. Each signed copy is frozen and fingerprinted, with who signed and when.
- 4Then, the projectPhases with dates, what’s waiting on them, documents, messages and payments, in one place they can find again.
Weekly updates. Fewer “where are we?” emails.
The person running the project writes a short note each week: how it’s going, what happened, what’s next, with photos. The week’s facts (phase, decisions made, deliveries) sit beside the note as they write it, and clients read it in the portal or by email.
Drafting the note for them is on the roadmap. Today a person writes it.
Harbor & Pine rebrand
Concepts · phase 3 of 5
Next: concept review, Thu 13 Nov
Concept round, 50% deposit
$4,800.00
Approvals and payments. In the same place, in one step.
A client approves a proposal and pays its deposit together. Invoices are paid by card or bank transfer into your own Stripe account; Dovelumen never holds your clients’ money.
Approve or discuss
Each item can be approved, declined with a reason, or opened as a conversation.
Pay online
Deposits, milestones and invoices, with receipts and an account-wide history.
Reminders
Gentle reminders for anything overdue, sent on your schedule and in your name.
The whole household. Each with the right access.
Clients invite the people they want involved: a partner, an assistant, a house manager. You see who did what.
- Full
- Signs agreements and proposals, pays, approves, uploads, messages, and invites others to the account.
- Collaborator
- Approves, pays, uploads and messages. Can’t sign or invite.
- Viewer
- Sees the projects and messages your team. Right for an assistant, a house manager or a family member who wants to follow along.
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.