An onboarding workspace
Bring welcome information, document requests and next steps into one place. Decide what the client provides and what your team reviews before the next stage.
Client portal development
A client portal is a dedicated online workspace where customers access the information and updates they need.
Clients should not have to search through email threads to find the latest update. We build a dedicated workspace around the information they need and the steps your team wants them to take.
Discuss Your Project01 / WHAT WE BUILD WITH YOUClear scope.
Clear scope.
Useful deliverables.
- Custom workspace and navigation
- Agreed document and project views
- Access requirements planned around your workflow
- Responsive interface and handoff
Who this is for
A good fit for service businesses and real estate professionals with ongoing client relationships. Start with a clearly defined client journey, then choose the views, permissions and integrations that support it.
02 / EXAMPLE APPLICATIONS
Give every client a clear place to go.
Illustrative applications to help shape your project. These are examples, not completed client projects or promised results.
A project update center
Give clients a view of agreed milestones, progress updates and outstanding decisions. The source of each update and who maintains it are part of the plan.
A document hub
Organize the files and resources clients need to access. Define authentication, permissions and storage requirements before choosing how documents are delivered.
03 / FROM IDEA TO HANDOFF
A practical path to launch.
01
Map the client journey
Identify the people using the portal, the information they need and the actions they should be able to take.
02
Define access and content
Agree on user roles, login requirements, document handling and the systems that provide project information.
03
Build and walk through
Build the agreed workspace, test access and key user journeys, then show your team how to manage the experience.
04 / QUESTIONS, ANSWEREDQuestions about
Questions about
client portals.
What is included in the starting portal price?
The Website + Client Portal package starts at $3,500. Your proposal defines the website pages, portal views, access setup and integrations included. Custom workflows, storage and subscriptions can affect the final quote.
Is a client portal different from a website?
Yes. A website typically introduces your business to visitors. A client portal provides a workspace for an ongoing relationship, often with a login and access to client-specific information. The two can be designed to work together.
Will clients only see their own information?
Client-specific information requires correctly configured authentication and permissions. We define the access model in the scope and test it against the agreed user roles before launch.
Can clients upload documents or make payments?
Those features can be considered during discovery. The final solution depends on your storage, payment provider, access and security requirements. Uploads and payment integrations are included only when explicitly scoped.
Ready to talk
client portals?
Start with the problem you want to solve.
We’ll help define the right scope.