E-signature and client portals for small businesses in BC

A client portal is one private page per customer where quotes, agreements, invoices, files and messages live together. It earns its place when clients sign or pay more than once, send files, or phone to ask where things stand. If most jobs are one call and one invoice, you do not need one, and we will say so.

No. A signed link in an email or text opens the portal directly, so a client never needs a password to see it. For the private rooms we add a second key: Messages and Files ask for a 6-digit code sent to the address on file, then trust that device for 30 days.

For most business agreements, yes. BC's Electronic Transactions Act says a legal requirement for a signature is met by an electronic one, with exceptions such as wills, powers of attorney and documents that transfer an interest in land. We record who signed and when; for a document with special legal weight, ask your lawyer first.

The signer's drawn or typed name, the time and the IP address, with their agreement recorded and a second signature on the same document blocked. The signed PDF is then filed on the client's record and shared into their portal files, and staff can resend it whenever the client asks for another copy.

Yes. The portal shows open invoices with a pay page and a PDF, receipts and the running plan. After signing a monthly agreement a client pays the first month by card in one step, the card is saved for later months, and a receipt goes out once when the money settles.

We start by checking what your current tools can share, because a portal is only as current as the records behind it. Ours read live from the CRM underneath, so nothing is copied by hand. If your tools cannot share records reliably, the assessment says so and recommends the simplest path, including a CRM built around the portal.

A standalone signing tool handles one step, and your client meets its brand instead of yours. In a portal we build, the signature sits between the quote the client accepted and the invoice that follows, on one record in your colours and on your web address, so nobody retypes a price or chases a signed copy.

You do. The signed agreements, the client records and the files are your business records, and the code we write for you is yours once the project is paid. In NameCRM one click exports everything as a zip of spreadsheet files with a manifest of the files, so your records never depend on us.

By what the portal has to do: which documents need a signature, whether clients pay inside it, what files and messages it carries, and whether it joins a CRM you already use. After the free 30-minute assessment you get a written estimate for a fixed scope, GST added on top. Call 604-900-2060 for pricing, or read how our pricing works.