Custom Business Systems / Client Portals

Give clients answers without the email chains.

Give customers a private place to check progress, find documents and view agreed billing information. We build a portal around what they need, with access controlled for each client.

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What’s included

Fewer “any news?” emails

Clients check progress themselves, whenever suits them, without waiting on a reply.

Private and secure

Each client signs in and sees only their own work, files and invoices.

A more professional feel

Your branding and your process, in one tidy place your clients can trust.

Sound familiar?

Long email threads cost you time and goodwill

The attachment nobody can find

The latest version is buried in a thread from three weeks ago. A portal keeps one current copy where everyone can find it.

Approvals stuck in an inbox

Work stalls while you wait for a “yes” by email. A clear approve button gets decisions made and recorded.

Sensitive files sent as attachments

Contracts and personal details sit in inboxes you do not control. A portal keeps them behind a secure sign-in.

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What’s included

A portal your clients will actually use.

Everything a client needs to follow their work with you, in one secure place.

Secure client logins

Individual accounts, with multi-factor sign-in (a code from a phone as well as a password) as an option.

Progress updates

Clients see where their job or project is, without asking.

Document sharing

Upload and download files both ways, with one current version of each.

Approvals and sign-off

Clients approve quotes, designs or stages with one click, and the date is recorded.

Invoices and payments

Clients view invoices and payment status, linked to your accounts software where possible.

Notifications

Emails that tell clients something needs their attention, with a link straight to it.

How it works

From first call to ongoing care

Map the client journey

We look at what clients ask you most and what they need to see or approve.

Design the portal

You try a clickable draft with your branding before the build starts.

Build and connect

We build the portal and link it to your existing files, jobs or accounts.

Invite your clients

We help you roll it out, with simple sign-in guidance your clients can follow.

The difference

What changes for you and your clients

Quieter inboxes

Routine “where are we?” questions answer themselves, so your team spends time on the work.

Faster decisions

Clear approval steps mean less waiting for sign-off and fewer misunderstandings.

A clear record

Every file, approval and update is dated in one place if questions come up later.

Clients who feel looked after

Customers can see what is happening, which builds trust between catch-ups.

Questions, answered

Client Portals FAQs

Straight answers about cost, coverage and getting started.

Ask us anything

Will our clients actually log in?

They will if it saves them effort. We keep sign-in simple and send emails that link straight to what needs their attention.

Can it use our branding?

Yes. The portal uses your logo and colours, and can sit on your own web address.

How secure is it?

Each client sees only their own information, connections are encrypted and data is backed up. Specific security needs are confirmed during discovery.

Can it link to our accounts software?

Often, yes. We check what your accounts package allows and agree the details in the proposal.

More custom business systems

Other ways we can help.

Choose the services you need now, with room to add more as your business changes.

Job & Project Trackers

Every job from enquiry to invoice in one place, with status your whole team can see.

Booking Systems

Online booking shaped around your services, staff and availability, with fewer phone calls.

Business Dashboards

Sales, jobs, cash and enquiries pulled into one clear view that updates itself.

All Custom Business Systems

Portals, job trackers, booking tools and dashboards built around the way your business works.

Start with a conversation