Client Connect
Help clients take the next step. A secure portal for payments, scheduling, messaging, and file sharing—built to reduce follow-ups and keep sensitive context out of email.
Cohessra is designed as one workflow across operations and the client experience.
Everything clients need in one place.
Client Connect is built around client actions: pay, schedule, message, and share securely.
Give clients a clear path to pay invoices without needless friction.
Reduce coordination overhead with a straightforward scheduling flow.
Keep conversations in one place with threads that don’t get buried in inboxes.
Share documents and attachments through the portal instead of email chains.
Keep clients aware of new invoices, messages, and upcoming appointments.
Reference past activity without hunting through inboxes and spreadsheets.
Fewer follow-ups, clearer next steps.
Client Connect reduces administrative work by making the next client action obvious—and keeping context in one portal.
Email threads, missed attachments, unclear invoice status.
One portal, clear actions, visible history.
Security cues, plainly stated.
Client Connect keeps sensitive communication and files in a controlled portal experience. For details, see Security.
See Client Connect from the client’s perspective.
We’ll show the portal experience and how it fits into your billing and scheduling workflow.