Professional Services

A client collaboration portal for professional services

Move client work out of email. Alkmist is a secure client collaboration portal for professional-services firms, with structured request management, encrypted file sharing, and branded workflows that cut the email chaos.

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

In one line

Client work scattered across email is slow and risky. Alkmist brings it into one secure, branded portal: structured requests, encrypted sharing, and automated follow-up, so engagements move forward with less chasing.

The engagement in one place

Four capabilities that replace the inbox.

Structured requests

Track every ask

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

  • Reusable templates
  • Live status
  • Progress both sides
Encrypted sharing

Secure by default

Controlled, revocable shares instead of open links.

  • Encryption in transit and at rest
  • Expiring access
  • File screening
Branded workflows

Your firm throughout

Clients work in your brand, not the vendor's.

  • White-label branding
  • Custom domain
  • Branded emails
Automated follow-up

Less chasing

Reminders run automatically and escalate the overdue.

  • Behavioral cadence
  • Overdue escalation
  • Eight roles

Email vs Alkmist

The same engagement, run as a workflow.

Running client work from email

  • Requests buried in threads
  • Manual reminders
  • Documents across inboxes
  • Status by hand
  • Generic experience

Alkmist collaboration portal

  • Every request tracked
  • Automated follow-ups
  • One secure space
  • Live status
  • Your brand throughout

Built for professional services

One portal across client work.

AuditEvidence
AccountingRequests
AdvisoryEngagements
ConsultingDeliverables
40%
Faster coordination
8
Permission roles
EU
Data residency
ISO 27001
Certified

Frequently asked questions

What is a client collaboration portal for professional services?
A secure, branded space where a firm and its clients run engagements: tracked requests, encrypted sharing, and communication in one place, instead of email and shared drives.
How does it cut email chaos?
Alkmist replaces threads with tracked requests and automated follow-ups, so chasing happens in one system with an audit trail.
Is it secure and EU-hosted?
Yes. Encrypted, eight roles, an audit trail, ISO 27001 certified, GDPR compliant, and EU-hosted.
Can clients work in our brand?
Yes. The portal is white-labeled with your logo, colours, and domain.

See Alkmist in action

Move client work out of email

See how Alkmist gives professional-services firms structured requests, encrypted sharing, and your brand. Book a demo.