Client & partner portals
A space where clients find what they need.
Bring requests, documents and conversations together so clients can follow their work with you more clearly.
What this service brings you
Information in context
Documents and conversations stay connected to the relevant work.
Clear follow-up
Clients can understand progress and what they need to do next.
Organized access
Workspaces and roles are defined around each organization.
Start with your situation.
Documents go by email, replies arrive in separate threads and clients ask where things stand. A portal can give your clients and your team a shared point of reference.
Our work
We define the scope with you, based on your goals, existing systems and project constraints.
Per-organization access
Define organizations, members and the information each person can access.
Documents and messages
Keep documents and conversations in context, with explicit visibility rules.
Request tracking
Show request status and the next actions expected from clients and your team.
Build a space for clients and partners
Define who participates
We define organizations, roles and what each person should be able to view or change.
Organize the interactions
We structure requests, documents and conversations around the selected client journeys.
Check access and adoption
We test organization boundaries, selected invitation flows and everyday actions.
Before you get started
Does each client see only their information?
This rule must be defined and tested server-side for lists, direct links and files. Hiding information in the interface is insufficient.
Can a client have several team members?
Yes, when included in the design. Roles, invitations and access-revocation rules are then defined for each organization.
Can we bring in existing conversations?
We review the sources and what can be imported or referenced, accounting for access rights, data quality and retention.
Consider alongside this service
Bring continuity to client communication.
Tell us what clients need to find and which exchanges your team repeats. We’ll shape the journey around those needs.