Their own information
Show each customer their projects, documents and updates.
Client portals
Let customers get things done.
A secure sign-in space for sharing information, sending requests and following their progress.
What customers can do
Illustrative portal concepts. The screens and actions depend on the service you provide to your customers.
Requests and next steps
Send a request, attach files and follow its progress.
Scope and pricing
Client portals
We agree what customers should be able to see and do, then quote the portal and the staff tools needed to support it.
Quoted per project
What we agree
- Customer accounts, sign-in and access to their own records.
- The requests, files, approvals or payment steps your service needs.
- Staff administration, notifications and connections to existing systems.
Your written quote sets the scope, payment stages and handover. Hosting, storage, email and payment-provider charges are identified separately, along with ongoing support.
How we work
How your portal takes shape
We review both sides of the experience: the customer using it and the team responding.
Define the customer journey
We agree who signs in, which information belongs to each account and what actions customers need to complete.
Try the complete workflow
We build a working version so you can review the customer screens, staff actions and notifications together.
Test access and launch
We check the agreed permissions, forms and file handling, then prepare the accounts, documentation and launch.
Common questions
How is a portal different from our public website?
Your public website helps visitors learn about your business. A portal gives signed-in customers access to their own information and actions. The two can share your branding and connect where needed.
Will customers only see their own information?
Customer-specific access rules are part of the scope. We define which records each account can access and test those rules before launch. Staff access is agreed separately.
Can customers upload documents or make payments?
Both can be included where your workflow needs them. We agree file types, storage, payment-provider integration and related fees before building.
Can the portal connect to our business system?
We review the existing system and its available interfaces first. Any connection, data migration and ongoing provider costs are specified in the quote.
