Client portals
A shared space to follow every request.
Give customers, partners or colleagues access to the information and documents relevant to them.
Your challenge
Client portals, partner spaces and extranets
When requests and documents move between inboxes, finding the latest version or checking progress takes time. A portal can bring the information together and make each step visible. We define role-based access, approval steps and connections to internal tools with your team.
Who is this solution for?
For service businesses, partner networks and organisations that regularly exchange information with identified users.
Client portals
What we build
- User accounts and permissions by role or organisation
- Document upload and access according to permissions
- Forms, progress tracking and request history
- Notifications and connections to agreed internal applications
The intended outcome
A common access point for authorised documents and request tracking, with clear responsibilities for each participant.
A common access point for authorised documents and request tracking, with clear responsibilities for each participant.
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Your next project
Let’s shape your next project.
A website, an application, custom software, a platform or a system to connect? Tell us your goals and let’s work out the next steps.