Client portals with AI

Client portals your customers actually use.

Customers see where their order, case or account is, and an assistant answers at midnight without inventing a price. Wired into whatever back office you already run, and kept running by us.

Book a demoSee the case studies
Two kinds of portal

For your customers, or for your clients.

Same platform, two shapes.

customers

Customer portal with an assistant

For quote-led and order-led businesses: made to measure, trades, hire, subscriptions. Orders with a progress bar, quotes to accept, appointments, payments, guarantees, and an assistant that answers status questions and books slots with a confirmation.

clients

Client portal for professional services

For law firms, advisers and claims handlers: secure forms, document upload with virus scanning, e-signature, status tracking, all exported into the case system the firm already runs.

platform

Every Prolink client gets one

Whatever we build for you comes with a portal at hub.prolink.io: support tickets, a roadmap you sign off, quotes you accept online, documents, live billing and a changelog.

Why a portal

Every call you don't have to take is a sale you didn't lose.

Quote-led businesses lose money in four places. A portal with an assistant closes all four. What it doesn't do is replace your team, and we won't tell you otherwise.

lever

Convert more quotes

An instant estimate, a one-tap measure booking and a deposit link convert better than "we'll call you back".

lever

Reactivate quiet quotes

No reply after a few days? A nudge, a lower-band alternative, a "your quote expires Friday". The warmest list you own, worked automatically.

lever

Deflect "where's my order"

A progress bar and an assistant answer status questions at midnight without the phone ringing.

lever

Sell the next room

One record per customer makes the upsell visible: the next room, the motorised upgrade, the trade reorder.

lever

Stop re-keying

Forms the client completes land in your case system as structured data. Fee earners never type an answer twice.

lever

Answer in writing

Every question and every change is on the record, with a timestamp, in the portal and in your system.

AI you can put in front of customers

Never invents a price, a date, or a promise.

Made to measure means the real price doesn't exist until someone has measured the window. An assistant that quotes a firm figure and is wrong has killed the sale and the trust in one stroke. So ours is built differently, and every answer shows its working.

rule

Prices and dates come from your rules in code

The model never does the arithmetic. Every pre-survey figure is labelled an estimate. Every date comes from your lead-time rules.

rule

Reading is free, changing needs a yes

It can look anything up. Before it books, moves, accepts or sends, the customer confirms.

rule

Every action logged and reversible

Your team sees what was read and what was changed, with genuine undo where undo is possible.

rule

Safety and complaints go to a person

Child-safety questions, damage, disputes: routed to your team with a written summary before the model sees them.

rule

No card details in chat

Payments go through a secure link to your payment provider. The assistant never touches a card number.

status

Working demos, built for you

The customer assistant exists today as working demos for retail and healthcare businesses. We build the production version around your rules.

What the portal plugs into

Nothing installed on your side beyond a file importer.

Portals we have shipped feed Proclaim, Xero, Power BI, payment providers and review platforms. Every exchange is logged and can be replayed. How integration works.

See a portal with your name on it.

A thirty-minute walkthrough of a working demo, then a straight answer on what it would take for your business.

Book a walkthroughRequest a callback
0800 246 1101 · hello@prolink.io