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Client portal

Give clients answers before they ask.

“What is the status?” emails cost your team hours every week. A client portal shows clients exactly what they need: progress, documents, invoices and the next step.

Discuss your project →How we work
  • Based in Slovakia · Serving Europe
  • English-speaking collaboration
  • Defined scope · Phased delivery
Who this is for

For agencies, service providers, property managers and B2B companies with ongoing client relationships.

Decide what each client should see

We define which records, documents and actions are visible per client and per role, then connect the portal to the systems where that data already lives.

What a scoped system can include

  • Secure login and role-based access.
  • Status, milestones and activity history.
  • Document exchange and e-signature integration.
  • Invoices and payment status.
  • Requests and approvals with notifications.

Security by default

Access, audit logs and data retention are defined in the scope, because portals expose business data outside your company.

A practical starting brief

  • The process today, with one real (anonymised) example.
  • The people and roles involved.
  • Systems the new tool must connect to.
  • What would make the first release a success.

Before we start.

Can it use our branding?

Yes, the portal is designed in your brand and can run on your own subdomain.

Can clients upload documents?

Yes, with file type and size rules and virus scanning where required.

Plan the implementation.

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Connected services.

Web application developmentBusiness web applications for internal teams, partners and customers. Role-based access, integrations and phased delivery from a defined first release.Explore the service →Custom CRM developmentBuild a custom CRM around your sales process: leads, quotes, follow-ups, approvals and delivery handoffs. English-speaking collaboration across Europe.Explore the service →Systems integrationConnect your CRM, accounting, HR, e-commerce and operational systems. Reliable API integrations with validation, monitoring and a clear owner for every data flow.Explore the service →

Start with one workflow

Bring the process. We’ll discuss the scope.

Tell us where work gets stuck, which systems are involved and who needs the result. We’ll use the first conversation to assess fit, data readiness and the next step. Collaboration is primarily in English.

Discuss your project →