Client portals that put customers in control
Give every customer a secure client portal where they can see everything in one place. Engage turns your portal into a branded, self service home for documents, updates, and conversations that keep relationships moving.
What you can achieve
with Engage
40%
Boost in Retention
Brands using Engage report higher loyalty among members who join community spaces.
50%
Faster Feedback Loop
Collect, analyse, and act on customer feedback in real time.
3X
Engagement Rate
Customers engage more with personalised content and peer discussions than with standard CRM outreach.
Used by the world's leading companies
The Engage Way: Client Portals Customers Rely On
Email threads, shared drives, and ticket links are hard to follow. A modern client portal gives customers one trusted entry point for every interaction, across the full lifecycle. Engage connects your CRM, helpdesk, and content in a single, AI supported experience so clients always know where to go and what happens next.
Make self service the first stop
Give customers a clear home screen with their cases, tasks, and resources. They can answer common questions, review documents, and complete actions without raising a ticket.
Keep every client in the loop
Show real time status, timelines, and history for each case or project. Automated notifications keep customers updated on changes, approvals, and renewals.
Connect conversations and content
Bring chat, messages, documents, and forms into one secure space. Context stays with the client record so every colleague sees the same story.
See health and risk at a glance
Use Appi AI to read behaviour across the portal, highlight drop offs, and flag at risk accounts so Customer Success can intervene early.
Chris Boyle
Head of AfterAthena and Employment at Napthens
North West based law firm Napthens launches community app with Engage
“Engage strengthens our relationships and positions us as trusted advisers. By keeping clients informed with the latest legal updates and documents, we’ve achieved a retention rate of around 96%.”
Challenge
AfterAthena needed to move beyond traditional, transactional communication. Clients lacked a single place to access documents or updates, and email processes slowed everything down. They wanted a modern way to build a stronger client community and improve access to essential information.
Solution
AfterAthena launched a single platform that brings their client community together. Clients can access documents, updates and guidance in one place, with integrated systems and real-time messaging making communication smoother and more connected.
Richard Allott
Parts Plus Operations Director at Ford Motor Company
Engage celebrates successful implementation of enterprise engagement solution for PartsPlus
"Our digital transformation has empowered us to offer both customers and colleagues a first-class experience that sets us apart in the market. The functionality provided by our mobile apps has revolutionised communication, support, convenience, efficiency, and sustainability across the board.”
Challenge
PartsPlus needed a modern, scalable way to connect its 1,300 parts specialists and thousands of trade customers across 60 centres. Communication was fragmented, customer processes were manual and time-consuming, and the business lacked a digital channel that reflected its ambition to be seen as a leading ‘all makes’ supplier, not just a Ford-only brand.
Solution
PartsPlus launched a central platform supported by colleague and customer apps. The solution streamlines communication, simplifies ordering and returns, and brings key tools and updates into one place - creating a more connected, efficient and modern experience for both colleagues and customers.
Richard Clark
Group Chief Executive Officer
CFG Law’s Community Compass, a digital hub for injury support
“We set out to create a validated, high-quality source of information people could truly rely on. Community Compass brings together content built with individuals and charities so users can understand injury with confidence.”
Challenge
Despite producing years of high-quality content - videos, blogs, podcasts and resources created with charities and people with lived experience - CFG Law had no effective way to bring it all together. People affected by serious injury struggled to find reliable, validated information in one accessible place, limiting CFG’s ability to support those who weren’t yet clients.
Solution
CFG Law partnered with Engage to create Community Compass - a simple, mobile-first platform that centralises all their expert-led content into one trusted resource. The app gives people instant access to guidance, lived-experience insights and injury information in a format that’s easy to use, reliable and completely free.
Everything you need for a modern client portal
Personalised client home
Surface the most relevant contracts, cases, renewals, and actions for each customer based on their profile and behaviour.
Secure document centre
Store policies, contracts, statements, and reports in one encrypted library where clients can view, download, and acknowledge in seconds.
Case and request tracking
Let customers raise requests, see status in real time, and view the full history of activity without chasing account teams.
Real time notifications
Send alerts for approvals, renewals, updates, and new documents via in app messages, push, SMS, or email so nothing is missed.
In platform chat and messaging
Give clients a direct line to your teams with role based routing, group threads, and quick replies linked to the right account.
Self service knowledge base
Publish articles, FAQs, and how to guides, then use AI search to help customers find answers inside the portal.
Task and approvals hub
Centralise forms, signatures, renewals, and onboarding steps so customers know exactly what to do next.
CRM and system integration
Sync data with tools like Salesforce, HubSpot, and your helpdesk so portal activity, contacts, and contracts stay aligned.
The platform you need.
The experience they'll love.
You don’t need to rebuild your tech stack to build stronger customer relationships. Engage connects to your CRM, helpdesk, marketing tools, and analytics — so all your customer data, content, and conversations live in one place your customers will actually enjoy using.
One login for everything
Single sign-in unlocks everything—no password resets, no IT tickets
Admin that runs itself
When a new customer joins your CRM, they’re automatically added to the right community spaces in Engage.
Insights you can act on
Engagement analytics show what customers are reading, sharing, and asking
Content that finds your customers
Send product news, event invites, and key messages via in-app, push, email, or chat.
Frequently asked questions
Do we need to use both colleague and customer communities?
No. You can either opt to run colleague and customer communities in one branded app with strict audience controls, or start with one and add the other later.
How does Engage improve customer engagement and loyalty?
Engage personalises interactions, simplifies communication, and centralises self-service. Customers feel more supported, better informed, and more connected - driving stronger loyalty and long-term value.
How does Engage help generate referrals and advocacy?
Built-in referral tools, community spaces, rewards, and personalised content help turn satisfied customers into advocates - boosting organic growth and reducing acquisition cost.
What business outcomes can we expect from a customer community?
Organisations typically see higher retention, reduced service friction, increased referrals, improved upsell/cross-sell performance, and richer insight into customer needs - all measurable via real-time analytics.
How does Engage integrate with our existing systems?
Engage acts as a digital front door, unifying your customer experience by connecting to the systems you already rely on. Through API, SSO and automated user provisioning, you can surface real-time data from CRMs, booking systems, case management tools or any other business platform directly inside your branded Engage app and web experience. This reduces friction, eliminates system-hopping, and ensures customers always see the most relevant, up-to-date information.
What security and compliance standards does Engage meet?
Engage is built with enterprise-grade security, including ISO 27001 certification, GDPR compliance, and robust permissioning. Organisations can confidently unify systems and data while maintaining strong governance.