LightfieldAI-native CRM that builds itself and does work for you
Promoted
BloomDash
The future of agency operations.
14 followers
The future of agency operations.
14 followers
Give every client a branded portal for their assets, invoices, meetings, e-sign agreements, and project updates — under your own domain. Set up in minutes.
How does the e-sign piece hold up legally across different countries, and is that included in the base plan or is it a separate add-on?
@avcarnecde70934 It's included in the base plan, all tiers get verified e-sign, no add-on needed.
Legally it's a standard electronic signature (SES), same class as a typical DocuSign envelope. Every signature captures a document hash, IP address, timestamp, and explicit consent language, so there's a real evidence trail if it's ever challenged.
If you are not comfortable with that you can still use DocuSign and any other e-sign software as an add-on.
how does pricing work if i have like 20 active client portals, is it per client or a flat fee?
@damlagt42 It's a flat fee. Each tier includes a bundle of client spaces: Core $29/mo = 1 space, Pro $79/mo = 25, Unlimited $149/mo = unlimited ($19/$59/$99 on yearly billing).
To make it more simple. If you signed up for Pro plan you will have 25 client portals slots. You can delete and make client portals whatever you like.
Mapped my domain and had a client portal live in under five minutes, which is wild for something like this. The invoice and meeting views actually feel built for agencies, not just bolted on.
Finally tried a client portal that doesn't feel like another bloated SaaS dashboard. The custom domain setup was genuinely painless, and the e-sign flow is way smoother than the one I was paying for separately.