Professional services
Custom client portal and integration
A representative engagement for firms whose client communication, documents, and status updates are spread across email, spreadsheets, and disconnected tools.
Representative engagement. Client details are kept confidential.
The challenge
Clients ask for status updates by email, documents live in several places, and staff re-enter the same information in multiple systems. Off the shelf tools have been tried but do not fit how the firm actually works.
Our approach
Discovery focuses on how staff and clients work today. We define roles, permissions, and the essential first release, then architect a secure portal connected to existing systems through APIs. A coordinated design and development team builds in reviewable releases with testing at each stage.
What the engagement delivers
Typical deliverables include requirements and an architecture plan, a role based client portal, integrations with existing business systems, a test plan, user and technical documentation, and an ongoing support and enhancement plan.
Let's find the most practical next step.
Start with a technology assessment, or schedule a no-pressure discovery conversation.