A client portal that does the chasing for you.
- One secure place. Clients log in to upload documents and track progress.
- Collect the paperwork automatically. Requests, reminders, and uploads—handled.
- Always in sync. Everything clients submit lands in your CRM instantly.
Trusted by 100,000+ customers since 2009.
Client portal
Sarah P. uploaded 2 documents — synced to her record and marked for review.
Less chasing. Faster files. Happier clients.
The portal is the client-facing side of your CRM. Requests, uploads, and status changes flow straight into lead management and can trigger automated workflows—so a document upload moves the whole file forward.
“This software has been a game changer. We’re a few months in and already more productive and more organized than ever before! Alex has gone above and beyond in our onboarding process helping us make this powerful tool our own. For a tech novice who needs his hand held sometimes I have been comfortable with each step of the process.”
Benjamin KonoMy Smart Team
Give clients a home base—and get your time back.
Clients self-serve in a secure, branded portal while every upload and update flows into your CRM.
A branded portal clients trust.
Clients get a secure, branded login to see exactly what they need to do next.
- ✓ Your logo and branding
- ✓ Secure, encrypted access
- ✓ Clear next steps for every client
Collect documents without the email tag.
Request exactly what you need; clients upload from any device and you get notified instantly.
- ✓ Request specific documents
- ✓ Upload from phone or desktop
- ✓ Auto-reminders until complete
Digital intake, done right.
Clients complete applications and forms online—no printing, scanning, or re-keying.
- ✓ Online forms and applications
- ✓ Pre-filled from CRM data
- ✓ E-sign ready
Clients always know where they stand.
A live progress view keeps clients informed—and keeps your phone from ringing.
- ✓ Real-time progress tracking
- ✓ Milestone updates
- ✓ Fewer status calls
Everything lands in your CRM.
Uploads, forms, and status changes sync to the client record automatically—no double entry.
- ✓ Two-way CRM sync
- ✓ Documents on the record
- ✓ No manual re-entry
2 documents attached to Sarah P.’s record.
Stage advanced to “Docs received.”
From email ping-pong to a self-serve portal.
Documents scattered across email threads.
One secure place for every upload.
Clients unsure what to send next.
Clear, guided next steps.
Constant “what’s my status?” calls.
Live status the client can check anytime.
Paperwork printed, signed, scanned.
Digital forms and e-sign.
Files re-keyed into the CRM by hand.
Uploads sync to the record automatically.
Sensitive docs sent over plain email.
Encrypted, secure document handling.
You won’t be figuring this out alone.
Implementation help, human support, and continuing training come with the account — not as a paid tier you discover later.
A specialist sets up your workspace, brings across what you already have, and shapes it around how your team actually works.
24/7 AI answers for the quick questions, plus product experts by phone or email and a named account manager.
Live webinars every week, courses organised by role, and a searchable video library for whatever comes up next.
Customer portal questions, answered
What is the Shape customer portal?
It’s a secure, branded portal where your clients log in to upload documents, complete applications, and track their progress—while everything they submit syncs straight into your CRM.
What kinds of documents can clients upload?
Any file you request—IDs, statements, pay stubs, applications, and more. You request exactly what you need, clients upload from any device, and Shape sends reminders until the checklist is complete.
Can clients complete forms and applications online?
Yes. Clients fill out digital forms and applications right in the portal, often pre-filled from existing CRM data, with e-sign support—no printing or scanning required.
Do uploads sync back to the CRM automatically?
Yes. Documents, form data, and status changes attach to the client record automatically and can advance the file’s stage or trigger follow-up—no double entry.
What does the portal integrate with?
The portal runs on the same platform as your CRM and connects out through native integrations, webhooks, and an open API, so submitted data can sync to the systems you already use. See Integrations & APIs.
Is the portal secure and compliant?
Yes. The portal uses secure, encrypted login and document handling backed by enterprise-grade security and compliance standards including SOC 2, HIPAA, and PCI—so sensitive client data stays protected.
Stop chasing paperwork.
See how a secure, branded portal collects documents, keeps clients informed, and syncs everything to your CRM—automatically.