A live widget on your business client’s own website.
The Client Portal connects the professional with their own client. The Widget lives on that business client’s existing website and serves the business’s own customers and vendors: optional chat, guided W-9/vendor registration, and Pay Me. Every paying subscriber receives a one-time 12-month bonus allowance, fixed when the first paid subscription begins: 4 slots on Essentials Starter or 10 slots on Essentials Practice. One branded widget license uses one slot; one Website Builder site uses three. Standard upgrades and later plan changes do not increase or restart the allowance. Additional branded-widget licenses are $5 per month. Additional Website Builder sites are $15 per month at the launch exchange rate of three slots per site. Unbranded or sponsored widgets remain free and unlimited on every plan. Optional AI, managed chat and payment-provider services may have separate charges.
AI chat / customer support
AI-powered customer-facing assistance, subject to applicable AI entitlement/usage rules.
Live chat
No CatSimba live-agent fee when handled by the client's own team; proposed CatSimba-managed coverage at $1 per live-chat agent-hour, subject to final metering/service terms.
W-9 / vendor compliance
Secure entry into W-9 and vendor-document collection/review workflows (planned; this prototype does not collect vendor data).
Pay Me
Payment requests/acceptance through supported CatSimba/MyPowerly orchestration; the payment provider processes funds.
Professional branding + CTA
Firm logo/name and a professional-service call to action. Branding exposure is specifically to the client’s own vendors who use the widget; inquiries and revenue are not guaranteed.
A useful service for your client’s vendors
The business hosts the widget. Its vendors can begin a narrow registration form without access to your practice workspace. Those vendors see your firm’s identity and may have a reason to ask about your services.
See self-service vendor onboarding Client has no website?