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Client Portals
Every professional service engagement generates the same friction: clients emailing for status updates, approvals buried in inboxes, and deliverables scattered across shared drives. We replace that with a single, branded portal.
What we build
- Deliverable tracking: Clients see exactly what's in progress, what's awaiting their approval, and what's complete — with a full history.
- Secure document exchange: Contracts, working files, and reports live behind authenticated access, not email attachments.
- Approval workflows: Milestones and deliverables route to the right client contact for sign-off, with timestamps kept for your records.
- Multi-entity access: Support for multiple contacts per client account, with permissions scoped to what each person should see.
Implementation scope
A standard portal build runs on a modern web stack with role-based authentication, encrypted document storage, and audit logging. Portals connect directly to the billing and reporting systems we build alongside them, so a client's invoice history and project status live in the same place.