Client portal for home care and personal services providers
Your clients’ children often live far away and want to know someone really did visit mum — without calling the agency at every doubt. The portal shows each family the completed visits, invoices and certificates, and nothing else.
In your day-to-day
- 01
Families check completed visits, fed by telecare check-ins, with the carer’s name and duration.
- 02
Download of invoices, payment schedules and tax certificates without contacting the agency.
- 03
Schedule-change requests filed in the portal, logged and routed to the area manager.
How it works
- 1
Plugged into your tools, not a second entry
The portal reads live from your project-management tool, your CRM, your invoicing. Your team works as before; the client sees their slice, always current.
- 2
Approval built in
The client approves deliverables directly in the portal — an entire email thread disappears per revision round. Every approval is dated and traced.
- 3
Access walled by construction
Each client account reaches only its own projects and documents — never a neighbour’s. Minimal rights, every view logged: compliant by design, not by patch.
Typical results
-80%
“where is my project?” emails, typical order of magnitude
24/7
clients check on their own, whenever suits them
4-6 wks
to a first useful version in production
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Can a family see another client’s information?+
Never: accounts are walled off by design — a family sees only their relative’s file, and every view is logged. Caregiver access is nominative.
Our clients are not comfortable with digital tools — is that a problem?+
The portal is aimed first at family caregivers, who ask for it. The client themselves keeps dealing with the agency by phone — nothing is imposed on them.
Will my clients actually use it?+
Yes — if the portal answers the question they already ask by email. That is why we start with the one screen that would delete the most emails this month, put it in a few clients’ hands, and only widen on observed usage.
How is this different from giving clients access to my project tool?+
Your internal tool shows everything: internal notes, margins, other clients. The portal exposes a chosen slice, mostly read-only, dressed for someone who is not your employee. It is the difference between opening your office and opening a waiting room.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
Get my free diagnostic