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.Read MoreView Demo
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.
Spend less time sending emails or important documents to keep clients updated. Do it all on a one-page client dashboard.
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.
Project/Case overview & basic details
Status tracking (by means of phases completed)
View invoices & track billing status
Direct Messaging with Attorney or Project Manager
Download/Upload important documents
Email notifications for updates
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.
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.
- Simply click below and you will be taken to a login page.
- Use the credentials on the right-hand side to log in.
- Browse the client dashboard
Use the login details below to access the demo. It may be easiest to copy & paste the password to avoid mistakes.
Implementation Fee + License Fee
Once-off Implementation Fee
- 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
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.