# Client Lookup Portal

> Create a portal where clients can look up relevant documents and information.

- Source: https://doutorai.pt/en/tools/client-lookup-portal
- Industry: Accounting
- AI tool: ChatGPT
- Site: Doutor AI (https://doutorai.pt/en) - AI tools for small businesses

## What it does
This tool lets clients easily access important documents and information without needing to contact the accounting team directly. This improves efficiency and client satisfaction by reducing wait times and the need for repeated interactions. It also helps keep communication with clients clear and organized.

## How to use
1. Log in to the portal with the provided credentials.
2. Go to the 'Documents' section to access the available files.
3. Use the search bar to find specific documents quickly.
4. Review the information and documents you need.
5. Contact support through the portal with any additional questions.

## Prompt (EN)
```
# ROLE
You are a senior account manager with over 15 years of experience in the accounting industry. You specialize in innovative solutions that enhance customer experience and ope…
```

The full prompt (PT + EN), ready to copy, is part of the Doutor AI **Pro** plan. [See plans →](https://doutorai.pt/en/pricing)

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Content by Doutor AI (https://doutorai.pt/en). When quoting, please cite the source: https://doutorai.pt/en/tools/client-lookup-portal