Customer portal development

We build secure customer portals where your clients sign in to see orders, documents, invoices, tickets and project status, and do things themselves. Fewer emails asking where something is, and a record of every exchange.

Who it's for

Service companies

Clients email every week for status, reports and invoices.

Manufacturers and distributors

Customers need order history, delivery status and certificates on demand.

Software and subscription businesses

Customers want to manage plans, users and billing without calling you.

What you get

  • Secure sign-in

    Email, phone or single sign-on, with users and roles for each client company.

  • Orders, projects and status

    Live status pulled from your systems, not updated by hand.

  • Documents and invoices

    Contracts, reports, certificates and invoices to view, download and pay.

  • Requests and tickets

    Clients raise requests and see replies, while your team works from one queue.

  • Audit trail

    Who saw, downloaded or approved what, and when.

The first two weeks

After two weeks users from one test client can sign in, see their real orders or projects and download their documents.

After that

Online payments

Approvals and e-signatures

Mobile app

White-label editions for partners

Law and accounting client portal

We build secure client portals for law firms and CA and accounting practices where clients upload documents, sign engagement letters, see matter or filing status, and pay invoices. Your team stops chasing documents by email, and every exchange is on record.

Accounting and CA firms

Every tax season starts with chasing clients for documents.

Law firms

Clients ask for matter updates, and sensitive documents travel by email.

Company secretarial and compliance firms

Many clients, each with their own filings and deadlines.

Insurance claims portal

We build claims portals where policyholders report a claim, upload photos and documents, and follow its status, while adjusters work from one queue with every step on an audit trail. Claims move with fewer calls asking where things stand.

Insurers

First notice of loss arrives by call center, email and branch, in different formats.

Third-party administrators

Claims for several insurers, each with its own rules and reports.

Brokers

Clients expect you to know the status of a claim you do not control.

Scope it in 60 seconds

Three questions. You get the shape of the first two weeks and the stages after, and you can send it to us as your brief.

Where are you today?

Questions buyers ask

How much does a customer portal cost?
It depends on what your clients should see and do, and which systems the portal draws from. Tell us and we'll give you a clear idea.
How long does it take to build a customer portal?
Sign-in, status and documents run after two weeks. Payments, approvals and other parts are added in dated stages.
Can the portal connect to our ERP or CRM?
Yes. Data comes from the systems you already use through their official interfaces, so nobody updates the portal by hand.
Is each client's data kept separate?
Yes. Each client sees only their own records, enforced in the database, and every access is logged.
How much does a client portal cost?
It depends on the number of clients, and the documents and systems involved. Tell us how you work with clients today and we'll give you a clear idea.
Can it be ready before tax season?
Document requests and uploads work after two weeks. We plan the remaining stages back from your deadline and write each date into the quote.
How much does a claims portal cost?
It depends on the lines of business, the claim steps and the core system it connects to. Tell us how a claim moves today and we'll give you a clear idea.
How long does it take to go live?
Online FNOL and the adjuster queue run after two weeks. Core system connection and the rest follow in stages, each with a written date and your security review.

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