Client Portal
Everything we do for you lives in one place. Your audit findings, your roadmap and the tools we build for you sit behind a secure login that only your team can use. No chasing PDFs through email, no hunting for the latest version.
Want something similar for your own customers or staff? We can build you a portal of your own on the same foundation.
What's inside
A scorecard of how usable your data is, what we found, and a roadmap split into now, next and later. Walked through live at the readout, then kept in the portal rather than lost in an inbox.
A library of your documents and an assistant that drafts new ones in your house style, then exports a finished PDF. Used today for bid responses and will writing.
Link HubSpot, Salesforce, Xero, Notion, Slack, Jira, Asana or Google Drive so we can see how your data actually looks, without anyone exporting spreadsheets.
Scoping questions answered and the engagement brief and NDA signed inside the portal, before anyone sets foot on site.
Invite colleagues, set who manages and who views, and remove people when they leave. Every change takes effect straight away.
Every login needs an authenticator app code, not just the admins. It is switched on for everyone by default.
Your own portal
The portal is built so new tools can be added to it without starting from scratch. That means we can build one for your business: branded as yours, with the logins, user roles and document handling already solved, and the tools your team or customers need on top.
- Customer portals where clients log in to see documents, progress or reports
- Internal hubs that put your team's AI tools and knowledge behind one login
- Businesses outgrowing shared drives and email attachments for sensitive documents
- Firms that want AI drafting tools trained on their own templates and tone
How a portal build works
- 01Scope
We agree who logs in, what they need to see and do, and which of your systems it has to talk to. You get a fixed scope before anything is built.
- 02Design
Screens and user roles mapped out and signed off with you, so there are no surprises at launch.
- 03Build
Built on our existing foundation, so time goes on the parts unique to you rather than on logins and permissions. You see progress as it happens.
- 04Launch and support
Your team is invited and trained. We can run and maintain it for you, or hand it over.
- Hosted in the UK (AWS London)
- Two-factor sign-in for every user
- Encrypted in transit and at rest
- Each client's data kept separate
- Backups locked against deletion for 35 days
- Your data removed when you leave