What Digital Office Premium includes
- A premium website, business email, SEO and GEO.
- Secure client and employee portals with individual accounts.
- Document sharing in both directions, so clients upload and download in one place.
- OCR and PDF processing for scanned or photographed documents.
- Automated document generation from templates, such as standard letters or confirmations.
- Custom iOS and Android apps on request, quoted separately.
Portal or email: a quick comparison
| Email attachments | Client portal | |
|---|---|---|
| Access | Anyone who receives or is forwarded the message | Only the logged-in client and authorised staff |
| Finding a file later | Search through threads and inboxes | Stored against the client and job |
| When a colleague is away | Files may be stuck in their inbox | Visible to the team with access |
| Removing access | Not possible once sent | Revoke the account or the document |
Who it suits
For example, a block management office handling leaseholder correspondence, a lettings team collecting references and identity documents, or a maintenance contractor sharing job reports and certificates with commercial landlords. If clients regularly send you sensitive files, or ask "can you resend that document?", a portal usually pays its way in saved time.
How implementation works
- We agree with you the account types, folders and document categories your clients and staff need.
- We configure the portal, website and email, and set up any templates for generated documents.
- You test with a few friendly clients and colleagues.
- We go live and you invite the rest of your clients.
Custom platforms and apps
Some firms need more than a portal: a job management tool for field staff, a maintenance request system for tenants of a commercial building, or a mobile app for inspections. These are custom builds. We write a requirements document with you, then a written scope and quote. There is no public price because the effort depends entirely on what is built. Start with a request describing the problem.
Limits
A portal reduces risk but does not remove it: weak passwords or shared logins still cause problems, and you remain responsible for deciding what data you collect and how long you keep it. Read our guide on collecting client documents securely for the practical side.
Common questions
Do clients need to install anything to use the portal?
No. The portal runs in a web browser on a computer or phone. Clients receive an invitation, set a password and can then upload or download documents.
Can staff have different levels of access?
Yes. Employee accounts are set up individually, and access is agreed during implementation so that people see the clients and documents relevant to their role.
Is a mobile app included?
Not by default. Custom iOS and Android apps are available on request and are quoted separately in writing, after we agree what the app needs to do.