Britixo Practice Management Software.
Client Portal Access in Practice Management Software.
Clients today expect fast, secure, and convenient access to the information they need—whether that’s a project update, an invoice, or a legal document. Constant email exchanges are slow and insecure, while phone calls can interrupt your team’s workflow. Britixo’s Client Portal Access feature gives your clients a professional, self-service hub where they can log in anytime, from any device, to view the documents, updates, and communications relevant to them. It’s secure, branded with your identity, and designed to improve transparency while reducing repetitive admin work for your team.
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britixo The Leading
Practice Management Software UK.
Britixo’s client portal is more than just a file-sharing tool—it’s a complete communication and collaboration platform built directly into your practice management software. It brings together document management, invoicing, project tracking, and direct messaging in one central, secure location.
With your own branding and secure login options, clients feel like they’re accessing your system, not a generic third-party tool. This helps reinforce trust, professionalism, and client loyalty.
First impressions matter—especially when it comes to client-facing technology. Britixo’s portal allows you to fully brand the login page and ensure clients feel confident about data security.
Custom Branding: Add your logo, brand colours, and company name to create a familiar experience.
Custom Subdomain: Use a personalised web address (e.g.
portal.yourfirm.co.uk) for easy access.Two-Factor Authentication (2FA): Add an extra layer of login protection.
Responsive Design: The portal works seamlessly on desktops, tablets, and mobile devices.
This gives clients reassurance that they’re interacting with a professional, secure platform dedicated to their needs.
The portal provides a secure, centralised space for sharing documents—eliminating the risks of sending sensitive files via email.
Central Document Hub: Organise files by project, service type, or case.
Upload and Download: Clients can receive and send files securely without email attachments.
Version History: Access previous versions of documents to see changes over time.
E-Signature Integration: Clients can sign contracts, consent forms, or approvals directly in the portal.
Permission Control: Restrict visibility of sensitive files to authorised client contacts.
This feature is particularly useful for legal, financial, and healthcare practices where confidentiality and compliance are essential.
Managing payments becomes easier when clients can see all their invoices and settle them online.
Invoice Archive: View and download all past and current invoices.
Online Payment Integration: Pay securely via Stripe, GoCardless, or bank transfer.
Automated Payment Status Updates: Invoices update in real-time once paid.
Overdue Payment Alerts: Clients are clearly informed about unpaid balances.
Partial and Deposit Payments: Allow flexible payment arrangements for larger projects.
This reduces the time spent chasing payments and makes it easier for clients to settle bills quickly.
Clients no longer need to ask for project progress—they can see it themselves.
Real-Time Progress Tracking: View project stages, completed tasks, and upcoming deadlines.
Milestone Updates: Clearly display when major goals are achieved.
Task Lists: Clients can see which tasks are pending, in progress, or completed.
Status Filters: Allow clients to view updates relevant to their role or interests.
Linked Communication: Directly message the project team about specific tasks.
This is especially valuable for consultancy, marketing, and construction-related services where project visibility is key to client satisfaction.
The client portal becomes a central hub for all communication—reducing the risk of missed messages.
Integrated Messaging: Exchange secure messages within the portal.
Automatic Email Notifications: Alert clients when a new message or document is available.
Linked Records: All messages are automatically stored in the client’s history.
Internal Notes: Team members can add notes for internal use without the client seeing them.
This keeps all client interactions documented, searchable, and easily accessible for reference.
🎨 Customisation for Client Experience
Britixo ensures the portal looks and feels like it’s part of your business—not just a generic add-on.
Brand Colours and Logo: Match the portal to your company’s identity.
Custom Welcome Messages: Personalise the portal landing page for each client or service type.
Tailored Navigation: Show or hide portal features depending on client needs.
Multilingual Support: Cater to clients who prefer communication in a language other than English.
This level of customisation helps you stand out from competitors and makes clients feel valued.
⚖️ Legal Practices:
Clients can securely access case files, upload evidence, and review contracts without needing in-person meetings.
🧾 Accountancy Firms:
Provide year-end reports, tax return drafts, and payment records without relying on postal delivery.
🏥 Healthcare Providers:
Allow patients to review test results, treatment plans, and appointment schedules securely.
💼 Consultancy and Agencies:
Share proposals, performance reports, and project deliverables while keeping all communication in one place.
Security is built into every part of the Britixo client portal.
GDPR-Compliant Data Handling: All client data is stored in secure UK/EU-approved locations.
Encrypted Connections: All files and messages are encrypted in transit and at rest.
Role-Based Permissions: Ensure clients see only the data they’re authorised to view.
Full Audit Trails: Every action is logged for accountability and compliance.
These measures ensure your client portal meets the strict security expectations of UK professional industries.
Reduced Admin: Fewer emails, fewer phone calls, and less duplication of effort.
Faster Approvals: Clients can sign documents and approve work without delays.
Improved Transparency: Clients always know where things stand.
Stronger Relationships: A professional, easy-to-use portal shows clients you value their time.
The client portal works seamlessly with other Britixo modules:
Document Management: Automatically syncs shared files and updates.
Invoicing and Payments: Clients can view invoices and make payments without leaving the portal.
Project Management: Updates in the portal reflect real-time changes in your internal system.
Communication Tools: Messages are linked to relevant records for easy reference.
Britixo’s Client Portal Access transforms how you share information and collaborate. You can:
Give clients 24/7 access to their documents, invoices, and updates
Enable secure online payments
Keep communication centralised and documented
Customise the experience to reflect your brand
With Britixo’s practice management software, you can replace slow, fragmented communication with a secure, professional, and client-friendly online hub that improves efficiency for both sides.
Britixo.
Secure. Compliant.
Built for British businesses.
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