Portfolio
Client list with readiness colour, overdue tasks, active applications, and next deadline.
For professional practices
Run every client document workflow from one portfolio
Give consultants, agents, brokers, accountants, solicitors, and advisers a shared workspace for requests, readiness, review, deadlines, and case history.
The challenge
Document work gets harder when the context is scattered.
- Client documents are scattered across email, chat, and folders
- Teams cannot see readiness across every active case
- Document conversations lose context and auditability
The outcome
A more prepared way forward.
- A live portfolio of clients, cases, and outstanding work
- Intelligent requests that reuse documents already in the client vault
- A shared record of documents, tasks, messages, and deadlines
Core product areas
The connected foundation for professional practices.
Workspace anatomy
Portfolio first—not another document library.
The primary screen answers which client needs attention, why, and what should happen next.
Documents
Every required file with verified, pending, expired, missing, or correction-needed status.
Tasks
A shared board where client and professional see the same owner, due date, and outcome.
Messages
Contextual threads anchored to the document or request they concern.
Timeline
A chronological record of uploads, requests, reviews, decisions, signatures, and access.
Case briefing
A concise status, last-action, gap, and deadline summary when the case is reopened.
Professional sectors
Configured for repeatable, document-intensive client work.
The shared workspace model stays consistent while application templates, compliance exports, deadlines, and terminology adapt to the practice.
Immigration consultants
Visa, permit, residency, renewal, and regulated case files
Education agents
Admissions, study permits, academic evidence, and multi-party cases
Mortgage brokers
Identity, income, property, lender, and affordability documents
Accountants
Client records, supporting evidence, requests, and retained case history
Solicitors
Document review, external participants, signatures, and auditability
Financial advisers
Client onboarding, suitability evidence, identity, and controlled sharing
Complete capability map
The Professional workspace from first client to agency scale.
Explore the complete set of connected tools, workspaces, checks, document operations, and collaboration capabilities.
Portfolio2 capabilities
Live document sharing
Allow professionals and their client the ability to share documents live and make changes and necesarry corrections.
Client portfolio dashboard
See every client, active application, readiness signal, overdue task, document issue, and next deadline from one screen.
Onboarding1 capabilities
Client invite flow
Invite a client by email so their new or existing Identral profile connects directly to the professional workspace.
Readiness1 capabilities
Application readiness score
Show per-client, per-application completeness with a clear gap list beneath the score.
Requests1 capabilities
Intelligent document requests
Compare requirements against the existing client vault and request only missing, expired, or unsuitable items.
Templates1 capabilities
Application template builder
Save repeatable requirement sets for common visa, admission, mortgage, accounting, or legal workflows.
Collaboration4 capabilities
Two-way document workflow
Move from request to upload, review, approval, correction, and completion without leaving the workspace.
Live document review
Let professional and client inspect the same document with highlights, annotations, and review context.
Document-anchored messaging
Attach conversations to the document or request they concern instead of losing context in a general chat thread.
Multi-party workspaces
Support cases involving a client and multiple scoped professionals while keeping responsibilities and access visible.
Completion1 capabilities
E-signature requests
Request and capture timestamped signatures inside the case rather than moving the document to a disconnected tool.
Compliance3 capabilities
Compliance export
Produce a complete case record containing documents, messages, tasks, and audit history for retention or review.
Activity and audit timeline
Keep every upload, request, review, permission change, and case action in chronological order.
Policy acknowledgement
Issue version-tracked professional or client documents that require a timestamped acknowledgement.
Tasks1 capabilities
Shared task board
Give professional and client the same task list with owners, due dates, and overdue visibility.
Intelligence1 capabilities
AI case summary
Brief the professional on current status, last actions, outstanding items, and upcoming deadlines when reopening a case.
Monitoring1 capabilities
SLA and deadline monitoring
Track expected case-stage duration, appointments, and deadlines, then alert when action is overdue.
External access1 capabilities
Magic links
Invite an external lawyer, reviewer, or participant to review or sign without creating a full Identral account.
Agency1 capabilities
White-label client portal
Let agencies present the client-facing workspace with approved practice branding and team management.
A connected workflow
Start with information that already exists.
Invite or connect the client
Open a case from an application template
Match existing documents and request the gaps
Review, collaborate, and export the completed record
Choose your Identral layer
Run the next client case in one connected workspace.
Talk to Identral about the plan and workflows your team needs.