Coming soon. Compassly is building a client-facing document portal for secure access, intake and agreement workflows, electronic signatures, and staff share-and-remind operations.
Coming soon
No product screenshot is shown for unfinished workflows. This page describes planned scope and keeps it separate from available capabilities.
Coming soon · not available today
Roadmap direction only—no unfinished workflow is shown.
Capabilities at a glance
What your team can do.
Concrete workflows, stated plainly—so clinical and operational leaders can evaluate fit without decoding a feature list.
Secure registration, login, and magic-link access for client-facing workflows
Document delivery, intake, agreements, and electronic signatures
Staff sharing, reminders, required-document tracking, and document history
Inside the workflow
Designed around real operations.
Each capability connects to the next step in care—not a disconnected tool your team has to reconcile later.
Current status
Coming soon and not part of the production product today. Availability will depend on final rollout, tenant enablement, and implementation scope.
What is in scope
The planned first release centers on documents, intake, agreements, signatures, and appointment visibility—not payments or full self-service scheduling.
Built around staff accountability
The roadmap keeps required documents, recipients, reminders, and audit history visible to the staff coordinating care.
Evaluation guide
Questions buyers ask.
Straight answers about scope, availability, and how this capability fits into Compassly.
Is Client Portal available now?
No. This capability is coming soon and is not part of the production product today. Final availability depends on rollout, tenant enablement, and implementation scope.
What does Client Portal include?
Secure registration, login, and magic-link access for client-facing workflows. Document delivery, intake, agreements, and electronic signatures.
How does it connect to the rest of Compassly?
Coming soon and not part of the production product today. Availability will depend on final rollout, tenant enablement, and implementation scope.
Connected platform
Explore connected capabilities.
See Compassly with your workflows.
Bring your programs, locations, and operational questions. We will show how Compassly fits the way your organization delivers care.
