What we build
Client portal development
Fed up of answering "where are we up to?" all week? A client portal answers it before they ring.
What it is
A private login where each client sees their own job, their documents, anything waiting on them and what happens next. The best ones answer the question your team gets asked most.
Sound familiar?
- The same status question, from different clients, every week.
- Documents emailed back and forth until nobody knows which is latest.
- Onboarding a client by a chain of emails that stalls when someone's on holiday.
- Sensitive documents sent by email because it's the easy way.
What we can build
What we can build for you. What we've already built and run is further down.
- A login where each client sees their job and nobody else's
- Links to sign or upload without making an account
- Intake forms that file straight into your system
- E-signature, with the signed copy saved against the job
- Nudges when something is waiting on the client
How we work
We decide first what each client is allowed to see, because that shapes everything else. Then we make the portal answer the one question your team hears most.
See it working
A short film of one of our own demonstrations, recorded from the running software. Every company in it is invented, and the link opens the real thing.
Juniper Events · Weddings and events entertainment
An extra hour asked for, priced, accepted, and only then added to the plan, with the brief reissued and acknowledged before the day counts as handed over.
Brackenhall Property Services · Construction and property maintenance
Every variation priced, sent, answered and captured, and a job that cannot be released for invoicing while there is a hole in the record.
Things we have already built
Live in software we have delivered. See everything we've built.
A login where your client can see their own job
Clients answer their own questions at eleven at night, and the team stops being a lookup service.
Send a document without making anyone create an account
Far more people finish what you sent them, because there is nothing in the way but the thing itself.
Sharing a document without putting it on the internet
The people who should see a document can, and it is not sitting on a public URL a competitor can find.
Token link client intake forms
Everything needed to start a job comes in through one link, instead of a long back and forth of emails.
Auto contract e-sign on close
Contracts get signed as part of closing, so nobody chases paperwork or emails PDFs back and forth.
Feedback from a link, with nobody creating an account
You actually hear what people thought, because you did not ask them to register first.
Related to this
Tell us what you're trying to fix
Describe it in your own words. We'll tell you what we'd build and roughly what it would cost.