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Briefcase: Client Portal & Web Assist

One dashboard to manage your website, communicate with your team, track projects, and grow your business. Everything you need, nothing you don't.

Client Portal
3Projects
7Tickets
14Updates

Everything in One Place

Dashboard

Real-time overview of your website stats, hosting usage, support tickets, and recent activity.

Projects & Tasks

Track work with Kanban boards, task lists, and deadlines. Always know what's in progress.

Calendar

Schedule appointments, track deadlines, and manage your team's availability.

File Manager

Upload, organize, and share files securely. Drag-and-drop with instant access.

Chat & Messaging

Real-time communication with your development team. No more lost emails.

Support Tickets

Submit requests, track progress, and get responses — all in one thread.

Web Assist: Your Developer on Demand

Need a change on your website? Submit a request, and our developers handle it. Content updates, design tweaks, new features — we take care of the technical work so you can focus on running your business.

  • Content updates
  • Bug fixes
  • Design changes
  • New features
  • Performance optimization

Submit a request. We handle the rest.

Built-In Tools to Build & Refine

Briefbuilder

Drag-and-drop content builder. Create pages, blog posts, and website content — visually. No code needed.

PinDrop Comment

Click anywhere on your live site to capture feedback. Annotate screenshots and send directly to your developer.

Extend with Add-Ons

Activate only what you need. Every add-on integrates directly into your Briefcase.

Forms

Custom intake forms and questionnaires

Members

Manage portal users and team members

Payment

Accept payments and manage billing

CRM

Track leads, contacts, and sales pipeline

Finance

Invoicing and financial tracking

Proposals

E-sign proposals and contracts

Reports

Business analytics and insights

Automations

Workflow automation rules

Onboarding

Guided client onboarding flows

SSO

Single sign-on for seamless access

Appointments

Online booking and scheduling

AI Assistant

AI-powered help and suggestions

Ready to simplify your workflow?

Start with Briefcase today. Plans from $20/mo.