Secure customer portal
A private space to view documents, follow a request and communicate with your business.
Customers can find essential information with fewer manual exchanges.
One portal, up to 6 views, one customer and one administrator role, with request tracking and a document area.
What is included.
- Registration and login journeys
- Per-customer access management
- Request tracking view
- Document upload and viewing
- Access checks and functional tests
Separately scoped
Online payments, electronic signatures, extra storage and third-party connectors outside the proposal.
What we need from you
Document categories, request stages and your confidentiality rules.
A well-defined delivery.
Understand
Your context, users and desired outcome. An initial conversation to ask the right questions.
Define
A written proposal, explicit scope and schedule. Responsibilities and acceptance criteria are agreed.
Build
Visible delivery stages and review points. Changes are discussed before they are implemented.
Handover
Validation, documentation and access. You receive what you need to use and maintain the delivered work.
Also worth exploring.
Let’s build
what comes next.
An idea, a process to improve or a tool to connect. Let’s start with a conversation about what you need.
Discuss your project