Streamline your
client management.
Organize every client's bills in dedicated folders, share secure analysis reports, send white-label dispute letters under your firm name, and track every open dispute — all from one dashboard.
See Pro Business Plans →How the Client Portal works
Built for professionals who manage bills on behalf of clients.
Create client folders
Set up a folder for each client. Upload or forward their bills directly into the folder. Everything stays organized by client, date, and bill type.
Run batch analyses
ShieldEngine™ analyzes each bill in the folder. Findings are stored per client — violations, law citations, and dispute letters generated automatically.
Share and track
Send your client a secure report link. Track dispute status across all active cases. Export white-label letters under your firm name.
Built for professionals
Everything a billing advocate, CPA, or attorney needs to manage client disputes at scale.
Client folder organization
Create a dedicated folder for each client. Every bill scan, analysis, and dispute letter is organized automatically — no manual filing, no lost documents.
Secure shareable links
Share a read-only report link with your client in one click. No login required on their end. Links expire after 30 days for security.
White-label dispute letters
Dispute letters go out under your firm name and branding — not Warnvo's. Your clients see your name, your logo, your professionalism.
Dispute status tracking
See every active dispute at a glance — pending, sent, resolved. Filter by client, date, or bill type. Never lose track of an open case.
Frequently asked questions
Ready to manage clients at scale?
The Client Portal is included in every Pro Business plan. Contact our team to get started or see pricing.