Client portals
Secure portals for documents, updates and approvals.
- Document exchange
- Approvals
- Status updates
Industry · Professional Services
Spend time on clients, not on admin.
For consultancies, agencies, legal, finance and healthcare practices: secure client portals, document automation, reliable email and a steady flow of new clients.
What you get
- Client portal
- Document automation
- Secure email
Industry challenges
Where professional firms lose time.
Challenge
Documents are emailed back and forth
What changes
A secure portal for documents and approvals
Challenge
Staff re-type data from client documents
What changes
AI extraction with human review
Challenge
Email security is an afterthought
What changes
Business email with SPF, DKIM and DMARC
Challenge
New business relies only on referrals
What changes
A B2B pipeline from search and LinkedIn
How we help
Where we help professional services firms.
Document automation
AI that reads, checks and files incoming documents, with a person approving.
- Extraction
- Validation
- Filing
Secure business email
Email on your domain with deliverability and spoofing protection.
- SPF / DKIM / DMARC
- Migration
- Security
Workspace and collaboration
Google Workspace or Zoho set up for secure teamwork.
- Shared drives
- Permissions
- Training
B2B lead generation
LinkedIn, SEO and outbound to win new clients.
- SEO
- Outbound
Practice reporting
Utilisation, pipeline and billing dashboards.
- Dashboards
- Integrations
- Monthly review
How we deliver
A clear process, with something to see at every step.
01
Diagnose
Workshops and a review of your data, tools and team.
You getFindings and priorities
02
Design
The target process, systems and success metrics.
You getSolution blueprint
03
Build
Implementation in phases, starting with the biggest win.
You getWorking releases
04
Roll out
Training, go-live and handover to your team.
You getLive solution
05
Improve
Measure against the agreed metrics and refine.
You getMonthly review
Related solutions
Solutions that fit your industry.
Solution
Back-office Automation
Automate invoices, onboarding and reporting.
Learn more →SolutionB2B Demand Generation
Win more clients beyond referrals.
Learn more →ServiceAI Agents
Agents that handle routine document work.
Learn more →ProductTelemantix
Sales CRM with WhatsApp inbox, pipelines and sales automation.
Visit telemantix.com →FAQ
Questions we hear often.
Is client data kept secure?
Yes. Portals use role-based access, encrypted connections and audit logs, and data stays in accounts you control.
Can document automation handle our specific forms?
Usually yes. We test on real samples during a short pilot before rolling out.
Do you work with small firms?
Yes. We size solutions to the firm, starting with the highest-value change.
Start a conversation
Tell us what you want to build, automate or grow.
We'll connect you with the right Optimantix team.
1A short call to understand your goals
2A recommended approach and scope
3A clear plan before any work starts
