Client Portals & Document Exchange
Professional Malets on Mallnline — financial advisors, lawyers, consultants, and accountants — offer three integrated tools to help you manage your client relationship, exchange documents securely, and book consultations.
Client Portal
Your client portal tracks ongoing engagements with your advisor. Each engagement has a title, description, status, and a shared communication timeline.
Engagement Statuses
| Status | Meaning |
|---|---|
| 🟢 Active | The engagement is currently in progress |
| ⏸️ Paused | Temporarily on hold — can be resumed |
| 🔒 Closed | Permanently concluded |
Communication Timeline
Each engagement includes a notes timeline — a shared log of messages between you (the client) and your advisor:
- 👔 Advisor notes: Recommendations, action items, and updates from your advisor
- 👤 Client notes: Your questions, approvals, and feedback
Notes are displayed in reverse chronological order. Each note shows the author, date, and full content.
Viewing Your Engagements
Sign in and visit a Professional Malet to see your active engagements. You can expand any engagement to view the full timeline, tags, and duration.
Document Exchange
The Document Vault allows your advisor to securely share files with you — contracts, invoices, reports, and compliance documents.
Document Categories
| Icon | Category | Examples |
|---|---|---|
| 📝 | Contract | Service agreements, engagement terms |
| 🧾 | Invoice | Bills, payment receipts |
| 📊 | Report | Financial summaries, audit findings |
| 🪪 | Identity | KYC documents, ID verification |
| 🏦 | Tax | Tax returns, W-9 forms |
| 📄 | Other | Miscellaneous documents |
Access Levels
Documents have three access levels:
| Icon | Level | Who Can See It |
|---|---|---|
| 🔒 | Private | Only your advisor (you won't see these) |
| 👥 | Client Visible | You and your advisor |
| 🌐 | Public | Anyone with the link |
You'll only see documents marked as Client Visible or Public in your document feed.
Document Retention
Some documents have a retention period. When the retention expires, the document status changes to Expired. Documents expiring within 30 days show an ⏰ warning badge.
TIP
Download important documents before they expire. Your advisor can always re-share them if needed.
Compliance Audit Trail
Every time you view or download a document, the access is logged for compliance purposes. This ensures a transparent record of who accessed what and when.
Booking Consultations
Professional Malets offer three types of consultations:
| Type | Description |
|---|---|
| 🤝 Initial Consultation | First-time session to discuss your needs and goals |
| 🔄 Follow-Up | Continue working on an existing engagement |
| 📋 Retainer Session | Scheduled session under your ongoing retainer plan |
Tap any consultation type to view available services and book an appointment. Some services may require:
- Intake form — a questionnaire to complete before the session
- Deposit — a percentage of the service fee paid upfront
Tips for Professional Malets
- Check your portal regularly — advisors add notes and share documents between sessions.
- Read advisor notes carefully — they often contain action items and recommendations.
- Download shared documents promptly — retention-limited files expire automatically.
- Complete intake forms early — your advisor can prepare better with your information.
- Use the timeline to keep a record of all communications with your advisor.