The Client Portal
Status questions and file swaps eat the team's inbox.
Who it is for. A business whose clients email to ask for status, send files as attachments and approve work by replying "looks good".
The Client Portal
Ask about the Client Portal- Written mapWhat clients ask for today and what the portal shows.
- Client sign-inEmailed link, no passwords.
- Status viewEach client's work, read from your existing system.
- File uploadInto your Microsoft 365 or Google Workspace storage.
- ApprovalsTimestamped, with an email notice on status change.
- Handover doc
Out of scope
- Payments and billing
- Mobile apps
- More than one client type
- Building the system the portal reads from
- Branding beyond logo and colors
- Ongoing maintenance after handover
Find out if it is worth building.
Free, 30 minutes, no pitch. If it is not worth doing, we say so on the call.
Book a diagnostic call