Intelligent Workspaces — Client Portal

Client Portal

The Client Workspace transforms client relationships into living institutional memory. Every interaction, document, matter, and conversation aggregate into a unified intelligence layer that serves both your team and your clients.

Clients access a branded portal for self-service requests and real-time matter visibility, while you see relationship health, expansion signals, and conflict risks in a single dashboard.

It's not another client portal bolted onto legacy systems; it's a bidirectional workspace where collaboration actually happens and where every touchpoint enriches your firm's understanding of what each client needs next.

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Revenue Visibility

Turn every client interaction into revenue intelligence and relationship equity. Spot expansion opportunities, satisfaction risks, and conflicts before they require damage control.

Institutional Memory

Your firm's institutional memory outlasts any partner's tenure. New team members access eight years of client knowledge in minutes instead of months of handoffs.

Empower

Clients shouldn't email for updates you've already shared. Client Workspace gives them a branded portal to submit requests, track matters, and access documents directly.

Spot

Surface expansion opportunities, flag satisfaction risks when response times slip, and catch conflicts early. See relationship health across your book at a glance.

Remember

Aggregate every document, interaction, and outcome into searchable institutional memory. Onboard new team members in minutes—your firm remembers what individuals forget.

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Introducing Intelligent Workspaces

AI-native enterprise applications that combine real world data structures with orchestrated workflows. Designed to make knowledge work smarter, faster, and more precise.

Watch our CPO highlight the impact of Intelligent Workspaces.

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Etain is ISO/IEC 27001–certified, demonstrating our commitment to rigorous, audited information-security practices. We are also GDPR compliant and are actively working toward achieving SOC certification.

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