Professional Services · Branded Portal

A branded client request portal for professional services

Replace scattered email and Excel request workflows with structured request management, automated follow-up, and branded collaboration. Alkmist is a secure white-label client portal.

ISO 27001 certifiedGDPR compliantData stays in the EU8,000+ users in 62 countries

In one line

Client requests in email and Excel lose items and carry no brand. Alkmist replaces them with a branded portal: structured request management, automated follow-up, and secure collaboration, all in your firm's brand.

Built for the job

Four capabilities behind your brand.

Your brand

A portal that looks like your firm

Logo, colours, custom domain, and branded emails across the client view.

  • White-label branding
  • Custom domain
  • Branded emails
Structured requests

Email and Excel replaced

Each request is a tracked item with an owner, a due date, and a status.

  • Reusable templates
  • Live status
  • Carry forward
Automated follow-up

Less chasing

Reminders chase the outstanding and stop the done.

  • Behavioral cadence
  • Overdue escalation
  • Completed items stop
Secure and EU-hosted

Trust built in

Encrypted, isolated collaboration with a trail, EU-hosted.

  • Encryption in transit and at rest
  • Party isolation
  • EU data residency

Email and Excel vs Alkmist

The same requests, run as a branded workflow.

Requests in email and Excel

  • Items in a spreadsheet
  • Chased by email
  • No branding
  • No trail

Alkmist branded portal

  • One living request list
  • Automated follow-ups
  • Your brand throughout
  • Immutable trail

Built for professional services

Where client requests run the work.

AuditEvidence
AccountingYear-end
AdvisoryEngagements
ComplianceReviews
EU
Data residency
ISO 27001
Certified
8
Permission roles
8,000+
Users on Alkmist

Frequently asked questions

What is a branded client request portal?
A white-label portal that replaces email and Excel request workflows with structured request management and automated follow-up, carrying your firm's brand across the client view.
How does it replace email and Excel?
Alkmist makes each request a tracked item with automated follow-up and secure collection, in one branded space with a full trail, instead of a spreadsheet and inbox.
Can we use our own brand and domain?
Yes. Alkmist supports your logo, colours, a custom domain, and branded emails.
Is it secure and EU-hosted?
Yes. Encrypted, party-isolated, ISO 27001 certified, GDPR compliant, and EU-hosted.

See Alkmist in action

Client requests, in your brand

See how Alkmist replaces email and Excel with a branded request workflow. Book a demo.