A branded self-service portal — and building blocks for custom experiences.
Give your clients a place to work with you that reflects your brand, not ours. Submit requests, track progress, sign documents, complete tasks — without calling your team. The same capabilities are available through Core's API whenever you want to extend the experience further into your own surfaces.
Your clients shouldn't have to call you to find out what's happening.
Every inbound status call is a failure of operational transparency. Your clients want answers, not appointments — and your team wants to be working, not running updates.
Most companies solve this with shared inboxes or portals built once and drifted ever since. Core Portal is the live face of your operation: the same records your team works on, surfaced in your brand.
The interface your clients expect, in your brand.
White-label portal
Your colors, logo, and domain — the portal shows up as part of your brand.
Request submission & tracking
Clients open and follow what they need from you.
Document management
Send, sign, store — without juggling email.
Account & case visibility
Everyone sees what's happening, in real time.
Task completion flows
Guided steps for things only the client can do.
Multi-tenant access control
The right people see the right accounts.
Custom experiences via API
Embed Core's capabilities into any interface you build.
The portal is your operation's external face.
Core Portal isn't a layer on top of your operation — it is the operation, surfaced for a different audience. Workflows power what clients see, data keeps it accurate, and Applications and Portal become two sides of the same record.
When your team marks an item complete, the client sees it the same second. When the client uploads a document, it lands inside the case file your team is already working in. One source of truth, two interfaces.
We build the portal around your client relationships — not a generic template.
Start with the moments your clients call you for. Replace each one with a self-service flow on the same Core data your team already uses.
Expand from there — same brand, same data, same operational truth on both sides.