Client Portals

Reinvented. Redefined. Reinvigorated.

Make your job easier, improve your client’s experience and give your firm a competitive advantage.

Our users, and most importantly, our clients, like the functionality, interface, and have seamlessly adopted the platform. Glasscubes is a cost-effective solution, with a user friendly interface, and responsive support.
Patrick Angland - Applications Analyst at Mintz

Let us demonstrate how we help you work smarter, faster and with less effort.

  • Save huge amounts of time by removing mundane administration.
  • Drive productivity by prioritising workload to ensure deadlines are met.
  • Control the flow of information between your clients and firm.
  • Gather information from clients in a timely manner and automatically chase overdue or missing items.
  • Ensure information is acted on as it is received by replacing repetitive actions with custom workflow.
  • Remove the possibility of information getting lost, using automation to eliminate human error.
  • Get out of email by channelling client communication transparently and securely.

Glasscubes client portals will transform the way you work with your clients and boost your firm’s productivity. Let us show you how.

A Glasscubes customer story - Johnston Carmichael

A modern day client portal that enhances client service and improves internal processes to support the digitalisation of services

Our Approach

Talk to us. We’ll do the rest.

First, let's chat

In our first call, we’ll discuss your challenges, plans, and what you’ve tried so far. We’ll only move forward if we’re confident that Glasscubes is a good fit for you and your firm


Then, we’ll show you

Based on your requirements, goals, and our experience, we’ll configure and setup your trial account. This will allow us to demonstrate our vision in a format that feels familiar to you. You’ll discover some of the improvements Glasscubes delivers and the challenges we overcome.

Next, let’s talk processes

We’ll meet (virtually) with all your stakeholders to gather an in-depth understanding of the role each business unit fulfils, the processes they currently employ, and the responsibilities of the team that needs to get the job done


Time to get things rolling

We map your processes to the trial account. You invite a small group of clients to join your team and test the solution in a live environment. This provides you with feedback from your clients, as well as your colleagues. Spoiler alert… they’re going to love it!

We’ll measure & move forward

Everything we do is feedback driven. It’s monitored at every step to make sure we’re exceeding expectations. Only then will we create an action plan that considers a rollout to the wider business. This can often include some data migration and system integration.


Secure - approved and accredited

Glasscubes uses SSL encryption to ensure your data is secure. We are Government-approved and accredited by UKAS with the ISO/IEC 27001 Information Security Management Systems certification and IASME Consortium with the Cyber Essentials certification.

Simple and Intuitive to Use

Glasscubes is quick to set up, requires no technical expertise or end-user training. It can be used as a standalone platform or to compliment your practice management system. Our open integration can be used to deliver a powerful solution by connecting your back and front office seamlessly.