Files, Invoices and Clients, In One Portal.
Accounting firms, law offices, consultants and agencies: we build a branded client portal with secure files, e-signatures and invoices that pay, connected to a CRM your team actually uses.
Email and spreadsheets slow every engagement.
Documents arrive in pieces, in the wrong format, and nobody knows which version is current.
Hours and retainers are pulled together at month end, and payments trail behind.
History lives in personal inboxes, so the client repeats themselves to every new person.
What we fit for your firm.
A client experience that looks as professional as your work.
Client portal
Files, messages, invoices and status for every client, behind one branded login.
Document requests
Request checklists clients complete, with uploads saved to the right folder.
Proposals and e-signatures
Engagement letters and proposals signed online and stored automatically.
Retainers and billing
Recurring retainers and invoices with card and bank payment.
Billing systems →CRM
Leads, clients, deadlines and notes your whole team can see.
CRM →Consultation booking
Paid or free consultations booked straight from your site.
Booking systems →Accounting sync
Invoices and payments flowing into your accounting software.
A website that earns trust
Services, team and results on a site built to win the first call.
Web design →Built for businesses like yours.
The same systems, fitted to how each of these businesses works.
The platforms behind it.
We start from strong open platforms where they fit, and write custom code where they don't. You own all of it.
Stores, subscriptions and memberships on WordPress, with checkout built to convert.
WooCommerce development →Inventory, accounting, CRM and invoicing in one system, set up for your workflow.
Odoo implementation →Recurring billing, provisioning and support in a client area that looks like your product.
WHMCS development →Web apps, internal tools and integrations, built from scratch when no platform fits.
Talk to us about it →From first call to a system that runs.
Every project follows the same five steps, so you know what happens next and what it costs before any build starts.
Fit Call
A free 20-minute call. We map how you sell, book and bill today.
Blueprint
The systems, platform and scope, in writing, before any build.
Build
Front-end and back-end built together, with a working preview each week.
Brand
Every screen, email and invoice fitted to your look and voice.
Care
Updates, fixes and new features as your business grows.
Questions, answered.
Is the client portal secure?
Yes. Each client sees only their own files and invoices, behind their own login, on an isolated environment we host and manage.
Can clients sign engagement letters online?
Yes. Proposals and engagement letters are signed in the portal and saved to the client record.
Can retainers bill automatically?
Yes. Retainers and recurring fees are invoiced on schedule and can be paid by card or bank transfer.
Will it work with our accounting software?
In most cases, yes. We connect invoices and payments to the software you already use.
We will meet you at any stage
of your Business Growth.
Sitefitters wants to understand your digital journey so it can be customized to fit you.
