Skip to the screen
Client portals — a look inside A drawing. Nobody in it is real. A4 of 41 Not built

You’re walking asyourself, opening your own firmSigning up

Act A · The stranger

Name your firm

The moment an account becomes a business — its name, its address, what it does

AtlanticaName your firm

Name your firm

This is the moment your account becomes a business. Everything after it — the manual, the customers, the portals — hangs off this one record.

What people who work with you will see at the top of every screen

Only used if you later publish your manual on it. It can be left empty.

One line. It goes on the portals you open, so people know where they have arrived.

Open the firm
What to notice in this drawing
Reached from two directionsA stranger arrives here empty. Someone already in a portal arrives here filled in.

The same screen ends the ecosystem loop: a supplier already using someone else’s portal reaches this screen with what we already hold about them already in the boxes.