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Included in Practice and DFY year one

Client Portal

Win the client on your website. Keep them organized in your portal.

A branded client space for tasks, messages, intake forms, and documents — on your public home at /portal. Clients are invite-only and sign in with a 6-digit email code.

Book 15 minutes View Trust OS offer

Included — not sold alone · Clients invited by you

Price
Included

In DFY year one ($4,997) and in Practice ($1,200/year). Not sold as a separate add-on.

How you get it: Practice or DFY year one
Client access: Invite-only
Sign-in: 6-digit email code
Default: Off until firm enables
Sales line: “Win the client on your website. Keep them organized in your portal.” Public proof stays on the site; day-to-day work lives at your-firm…/portal.

The job this offer does

Organize the client relationship. Stop losing requests in email threads and PDF attachments. Clients complete work under your brand — tasks, forms, messages, files.

Included in Practice and DFY year one. Not sold alone.

How it works

Enable portal → invite client by email
→ client signs in with a 6-digit email code at /portal
→ completes tasks / forms → firm notified
Build intake form (template) → set Active + All clients (or selected)
→ client opens Forms → submits
→ firm reviews submissions

See the portal

What clients and firms actually use. Click any screen to expand.

portal · your-firm

Portal admin

Enable modules, invite clients, run the portal from Trust OS.

What’s included

  • Branded public /portal

    Clients use your firm public host at /portal — logo, colors, welcome — not your Trust OS back office.

  • 6-digit email code sign-in

    Invite-only. Clients get a code by email. Works across devices. Password is optional if they set one later.

  • Tasks (including form-linked)

    Assign work to clients. Optional “Complete form: …” tasks that open the form and mark done on submit.

  • Messages

    Secure message threads — labeled clearly as messages, not cryptic “threads.”

  • Form builder + templates

    Build questionnaires with live client preview. Field types: text, long text, email, phone, number, date, dropdown, radio, checkbox. Templates for intake, kickoff, feedback.

  • All clients or selected clients

    Control who can see each form. Optional multiple submissions for updates.

  • Documents & modules

    Share files. Firm chooses which modules clients see (tasks, messages, forms, documents, projects, reviews, etc.).

  • Go-live checklist

    Pre-flight: branding, modules, public URL. Enable when ready; disable requires confirm (clients lose access immediately).

  • Legal acceptance

    Clients accept Terms + Privacy on login / invite / first use — versioned like the firm side.

What “seats” means

Portal seats = client logins that can access the portal — not your internal firm admin users. Label this clearly in pricing conversations.

What this is not

  • • Not a replacement for the public website or reviews from real work
  • • Not enterprise practice-management / full legal/medical EMR
  • • Not sold alone — it comes with Practice or DFY year one
  • • Roadmap only (don’t sell as live): file-upload form fields, conditional form logic

Why not a standalone portal tool?

Typical client portals (practice tools, generic portals) stop at ops. Trust OS ties the portal to your marketing site and proof engine — same brand, same clients and projects, one system instead of another subscription duct-taped with Zapier.

Where it sits in the ladder

1. Book 15 minutes2. Audit3. Trust OS4. Client Portal5. Launch

After the website wins the client

Keep the relationship organized under your brand — tasks, messages, and intake forms.

Talk portal entitlement → Back to all offers