Client portals, that let your customers help themselves
If your team spends its day answering the same questions, emailing documents and chasing approvals, a client portal gives customers one secure place to find what they need.
We build portals for businesses across Hampshire, West Sussex and Surrey, and look after them once they’re live.
Signs you need one
It is worth a conversation if any of these sound familiar:
What a client portal does
How we build it
Discovery starts with the questions your customers ask most.
01
Paid Discovery
A fixed-fee workshop and written specification, so you know exactly what you’re getting and what it costs before the build starts. You keep the specification either way.
02
Build
Delivered in stages, with working versions to try as we go.
03
Launch
We move your existing data across and train your team.
04
Support
We host, maintain and improve it on a monthly plan, so it keeps working as your business changes.
When off-the-shelf is the better choice
If you only need to share files with a few clients, SharePoint or OneDrive sharing in Microsoft 365 may be enough.
A portal earns its keep when customers need status, forms, ordering or their own account view.
Frequently asked questions
Tell us what your customers ask for most.
Book a 30 minute call.
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