We build client portals where customers see their requests, documents, payments, statuses and work history.
A client portal lets your customers do for themselves what they'd otherwise call or email you about — check status, submit requests, see documents. Customers increasingly prefer it, and every self-served interaction is one your team doesn't have to handle.
A client portal reduces the load on managers and makes the service transparent: the client sees what’s happening with their request, order or project.
We show the work stages, deadlines, comments and the responsible manager.
We gather invoices, contracts, acts, files and upload history in one place.
The client sees the invoice, payment status, payment purpose and confirmation.
The client can create a new request from the portal without re-entering their data.
We add roles within the client’s company: owner, accountant, employee.
We notify about status changes, new documents, payments and comments.
We build the portal around concrete value for the client: status, documents, payment, history and repeat requests.
Not every module is needed right away. We choose the ones that genuinely cut down messaging and manual work.
client details
creation and history
clear stages
invoices and acts
upload and storage
invoices and confirmations
comments on requests
email and messages
employee access
all changes
quick inquiry
questions and answers
First we find out what clients most often ask managers, and we move that into a clear interface.
what clients ask
what we can show
the client journey
portal and panel
statuses and files
first clients
A portal helps where there are recurring requests, documents, payments and a clear request lifecycle.
The client sees requests, work stages, documents and the manager’s comments.
Invoices, payment history, payment purposes and closing documents are all in one place.
The client sees project stages, materials, approvals and the next actions.
Managers answer fewer repetitive questions, the client gets the data they need faster, and the work history is preserved.
A portal should close the client’s real questions, not be an empty section with just a profile.
The client creates a request and sees the status, the manager’s comments and uploaded files.
Invoices, acts, contracts and payment history are available to the client and accounting.
Stages, approvals, materials and project comments are gathered in one place.
The estimate depends on the number of roles, documents, payments, notifications and the link to your internal system.
Login, profile, requests, statuses, documents and a manager admin panel.
Invoices, payment statuses, documents, notifications and several roles.
Many companies, approvals, integrations, data migration and advanced rights.
Yes. Often the first version of a portal is best built around statuses, files and notifications.
Yes, if the system can serve data or there’s access to its database. For complex cases we build an intermediate layer.
Yes. For example, the owner sees everything, the accountant sees invoices, the employee sees only their own requests.
Usually yes: managers need to change statuses, attach documents and reply to clients.
We’ll go through which questions clients ask most often, which data already exists and what can go into the first version.