24/7
Availability
Your clients reach their documents at night and at weekends without tying up anyone on your side.
MODULE 03
Client portal / intranet
Stop answering the same questions by email.
A secure space where your clients or your teams find what they need on their own: documents, case progress, invoices, requests. Every login is one fewer question for your team, and one fewer wait for your client.
Who it is for
- Service businesses whose clients constantly request documents
- Organisations exchanging sensitive files by email
- Teams spread across sites with no shared space
- Firms tracking client cases in shared spreadsheets
What you are living with today
- The same document request comes back ten times a week
- Confidential files travel as attachments, with no audit trail
- Nobody knows which version of a file is the latest
- Your clients phone to ask where their request stands
What you get out of it
−70%
Follow-up emails
Most recurring requests disappear once the information is available self-service.
100%
Traceability
Who saw what, when, and which version: every action is recorded.
What is included
- Secure authentication with a second factor
- Role and permission management per user or group
- Document upload and sharing with version history
- Case progress tracking, visible on the client side
- Automatic email notifications
- Full activity log, usable in the event of an audit
How it runs
01
Discovery
1 to 2 weeksWe map your current flows and identify what should move to self-service.
02
Architecture
1 weekData model, role and permission matrix, security and retention plan.
03
Design
2 weeksUser journeys and mockups, tested with a few real users before development.
04
Build
4 to 8 weeksDevelopment in batches, with a usable version from the first weeks.
05
Launch
1 to 2 weeksData migration, gradual rollout, training and start-up support.
Indicative durations. A portal ships in batches: the first users get in before the project ends.
Frequently asked
Is this Law 25 compliant?
We design with compliance in mind: consent, minimising the data collected, encryption, defined retention periods and access logging. We document every choice for your register.
Can we connect our existing tools?
Yes, in most cases. Accounting, CRM, e-signature, storage: we review the available interfaces during the framing phase.
What happens when an employee leaves?
Their access is revoked immediately from the admin, and their history stays available for traceability.
How many hours a week does this cost you?
Describe your recurring exchanges. We show you what can move to self-service and what that represents in time recovered.
The other modules