Customer portal
A secure workspace for enquiries, documents, approvals and updates.
This is an illustrative concept, not a client project. Clientroom and every company, person and figure shown are fictional.
Desktop and mobile previews of Clientroom, using sample data.
The challenge
Imagine a firm that delivers projects for its clients over several weeks or months. Clients regularly phone and email to ask where things are up to. Documents are sent as attachments, approvals are buried in long email threads and staff lose time answering the same questions.
Clients are not unhappy with the work, but the experience of waiting for updates makes the firm feel harder to deal with than it is.
The idea
A branded portal where each client can sign in and see the current status of their project, the next milestone and anything waiting on them.
Documents live in one place with version history. Approvals are a single, recorded click. Messages stay attached to the project they relate to, so nothing is lost in an inbox.
What it includes
- Project status
- A clear timeline of stages and milestones, updated by the team as work progresses.
- Document library
- Shared files with versions, organised by project, with control over what each client can see.
- Approvals
- Quotes, designs and variations approved in the portal, with a record of who approved what and when.
- Enquiries and messages
- New requests and conversations linked to the relevant project, visible to the right people on both sides.
- Notifications
- Emails when something needs the client's attention, linking straight to the item.
- Access control
- Separate accounts for each client contact, with permissions set by the firm.
How we would approach it
- A Next.js web application with individual client accounts and role-based permissions.
- Secure document storage, with access checked on the server for every file.
- Email notifications sent through a transactional email service, linking straight to the item that needs attention.
Related services
Customers chasing you for updates?
We can help you design a portal that answers their questions before they need to ask.