ClientWise

ClientWise is a web-based platform for businesses to provide clients with a way of tracking the progress of their project or case with the business. The platform improves customer service by centralising all updates, communications and document-sharing for a project/case on one simple, user-friendly client dashboard.

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ClientWise

ClientWise is a web-based platform for businesses to provide clients with a way of tracking the progress of their project or case with the business. The platform improves customer service by centralising all updates, communications and document-sharing for a project/case on one simple, user-friendly client dashboard.

About the Platform

ClientWise was originally developed for law firms so that their clients may stay up to date with their case, billing and all communications with their attorney. However, the platform has been extended and can now be used by any service-related business that wants their clients to keep up to date with ongoing projects. Businesses which may benefit from this platform include:

 

  • Insurance brokers and agencies
  • Real estate agencies
  • Law firms
  • Website/Graphic Design businesses
  • Any business that take their customers through a process towards project completion

Improve Customer Service

Allow your clients to keep track of their project/case by seeing what the whole process entails, and staying up to date with which phase of their project/case they are currently in.

Centralise Communications

Spend less time sending emails or important documents to keep clients updated. Do it all on a one-page client dashboard.

Z

All Online

Have this platform easily integrate into any existing website infrastructure. Clients just log in, and see everything you need them to about their project/case.

Functionality

R

Project/Case overview & basic details

R

Status tracking (by means of phases completed)

R

Online Invoicing

R

View invoices & track billing status

R

Direct Messaging with Attorney or Project Manager

R

Download/Upload important documents

R

Email notifications for updates

Screenshots

Want to see more? Check out the Live Demo of the platform!

Extra Functionality

When developing this platform, the aim was to keep it simple, and to extend functionality based on the needs of each business. Should your business require any functionality that is not listed, I would very much be willing to build any necessary extended functionality, for an agreeable increase in the implementation fee.

I firmly believe that this platform should work in every way you need it to, without limiting any of your business processes.

Platform Demonstration

You can have a look at a demonstration of the ClientWise Platform in order to get a feel for what your clients could be looking at if you choose this platform for your business.

 

  1. Simply click below and you will be taken to a login page.
  2. Use the credentials on the right-hand side to log in.
  3. Browse the client dashboard

Credentials

Use the login details below to access the demo. It may be easiest to copy & paste the password to avoid mistakes.

Username: JohnDoe
Password: @jI0#nbdbNr)s3UvkXJ&vfd(

COSTS INVOLVED

Implementation Fee + License Fee

Once-off Implementation Fee

R2000
  • Full implementation & configuration of the platform on your existing website
  • Minor customisations to user-interface & functionality
  • Optional hosting for platform website
  •  User Training sessions & documentation
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+

License Fee

R400/Month
  • All specified platform functionality
  • Unlimited number of Users & projects/cases
  • Email notifications for users
  • Basic tech support (dedicated, but not 24/7)
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OR

Save R800 by purchasing a yearly license fee for R4000 per year.

Get in touch

 

If you have any questions, want to purchase ClientWise for your business, or even just to set up a meeting to hear more about this platform, please don’t hesitate to contact me.

Please fill out the form on the right to contact me about the ClientWise Platform.

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