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NQ / 05 · SHARE THROUGH A DEDICATED SPACE

Connect client portal

A simple access point for viewing progress and finding documents.

Indicative price, incl. tax€2,900up to 3 private views

Indicatively 3–4 weeks · schedule confirmed in the quote

Tablet displaying an illustrative client portalILLUSTRATIVE VISUAL

THE SCOPE

What we build.

A web space with standard sign-in, one user profile and three views: overview, progress and document access. Content is supplied by an administrator through an agreed tool.

This service is suited to…

  • Give clients access to their progress and documents.
  • Bring together information currently scattered across emails.
  • Create a simple space with defined viewing permissions.
ILLUSTRATIVE USE CASE

Example scope: after signing in, a client sees a summary, a status and documents intended for them. The service covers three private views and one user profile, without real-time messaging or electronic signatures.

What is included

  • Sign-in and sign-out flow
  • Overview and simple status display
  • Access-controlled document viewing
  • Empty states and error messages
  • Management guide and source code

Outside this scope

  • Real-time messaging, signatures or payments
  • Health data or sector-specific requirements
  • Advanced document management or multiple organisations

How your project unfolds.

01

Define permissions

We define who can view what, the statuses used and the documents to share. Sensitive or sector-specific data is identified before any commitment.

02

Design the three views

Overview, progress and document access are organised around information your client actually needs.

03

Configure access

Sign-in and viewing controls are set up in the agreed environment, with a defined method for supplying content.

04

Check & hand over

We check permitted and denied cases, then document routine portal management operations.

What is checked before handover

  • Access only to authorised views and resources.
  • Status display and opening the agreed documents.
  • Messages for expired sessions or missing content.

Final review scenarios and acceptance criteria are specified in the quote.

What you receive

Portal configured for the defined scope and documentation. Identity, hosting and storage providers charge separately.

What to prepare

Sample document types, access rules, statuses and chosen technical environment.

COMMON QUESTIONS

A few details
before you decide.

Will clients be able to edit documents?

The proposed scope covers viewing. Uploads, collaborative editing, signatures or approval workflows need additional definition and pricing.

How will content be updated?

An administrator supplies content through the agreed tool. Management, access and any storage fees are specified in the quote.

IN THE SAME AREA

Other ways forward.

YOUR NEXT PROJECT

Let’s build what’s next.

An idea, a need, a tool to improve. Start with the right scope.

Describe my project