Customer portals
Give every client one place for their project.
A private portal brings documents, updates and requests together, so clients can follow progress without chasing your team.
Designed around your workflow
What your system can include.
These are possible capabilities. We agree the exact scope, integrations and delivery plan before building.
01
Secure client access
Individual accounts and permissions keep each client’s workspace separate.
02
Files and approvals
Share documents, collect feedback and record approvals against the right project.
03
Progress and requests
Show milestones, open tasks and the next action expected from either side.
04
Connected administration
Give staff a central view of client requests, files and project status.
An example in practice
From one action to the next.
A client uploads a document. The assigned team member reviews it, updates the project and makes the next step visible in the same portal.