SME Customer Portal
A bespoke customer portal streamlining client management for a professional services firm.
Project Details
- Client
- Confidential
- Industry
- Professional Services
The Challenge
A professional services firm was managing client communications, document sharing, and project updates through a combination of email, shared drives, and phone calls. Clients had no self-service access to their project status, documents, or invoices. The firm needed a centralised platform that would improve client experience whilst reducing administrative overhead.
Our Solution
We built a secure customer portal that gives clients direct access to their project information, documents, and invoices. The portal includes a messaging system for secure client-firm communications, document management with version control, and integration with the firm's existing accounting software for invoice and payment management.
Key Features
- Secure client login with multi-factor authentication
- Project status tracking and milestone updates
- Document management with version control and sharing
- Integrated messaging for secure communications
- Invoice viewing and online payment processing
- Automated email notifications for updates and deadlines
The Results
The project is currently in development. Full case study details will be published upon project completion and client approval.
Technology Stack
Related Services
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