Intake & Portals
Branded client, partner and supplier portals with smart intake forms - one door in, routed to the right owner.
Requests arrive via ten channels; Clients and partners email for status.
Branded forms and portals that put clean, validated information straight into the right workflow.
What's included
- Smart intake forms (prefill, document upload, consent capture)
- Client portal (status, documents, invoices)
- Partner/affiliate portal with identity verification
- Supplier portal
- Routing rules to modules and owners
- Custom domain and branding
Inner Expert AI in Intake & Portals
- Summarise status with source references
- Draft documents from approved templates for human review
AI drafts and explains; people approve. Answers cite their sources and stay inside your tenant.
Exact scope
- Portals per tier
- Custom subdomain
Not included
- Bespoke portal development (quoted)
Set-up lead time
- standard: 24 hours
- custom domain: 24-72 hours (DNS)
What we need from you
- Logo and colours
- Subdomain choice (DNS access)
- Form fields
Integrations
KPIs it moves
Intake & Portals pricing
All prices exclude VAT. Confirm Blue Oceans Approach VAT registration status before invoicing VAT (see Unlock Steps). Starter includes 1 portal, 3 forms.
1 portal, 3 forms
Set-up: R0 (self-service)
2 portals, 10 forms
Set-up: R2,500
4 portals, unlimited forms
Set-up: R7,500
Unlimited, white-label
Set-up: R25,000
Included in packages: Starter, Growth, Scale, Enterprise, Enterprise Group.
Works well with
Customer Success OS
Tickets, WhatsApp and client feedback answered from your approved knowledge - with humans on hand.
Explore Customer Success OS →KnowledgeOS (Inner Expert AI)
Ask your business anything - answers grounded in your own documents, respecting who may see what.
Explore KnowledgeOS (Inner Expert AI) →InvestorOS (funder reporting)
Investor and funder updates, covenants and a data room that are always ready - from your live records.
Explore InvestorOS (funder reporting) →See your business on one screen — in 24 hours.
Book a 30-minute walkthrough. Bring one workflow that keeps you up at night; we will show it running in Blue Oceans.