Web apps & portals / Professional services
Give clients a secure portal for progress, documents and approvals, reducing scattered status emails and confusion about the latest version.
A client wants to review the latest design and see what happens next.
Feedback stays with the right version and the team receives a clear approval or change request.
Illustrative flow · configured around your business
Professional services / Give your team a better workspaceThe everyday opportunity
Project updates live in email threads. Documents are hard to find and nobody is certain which version the client approved.
Feedback stays with the right version and the team receives a clear approval or change request.
See it in practice
Explore each stage of a possible implementation. The actual screens, answers and connections are shaped around your business.
Step 1 of 3 · illustrative journey
Present agreed milestones and client actions without exposing unnecessary internal tasks.
“A client wants to review the latest design and see what happens next.”
Step 2 of 3 · illustrative journey
Provide scoped document access, clear versions and a request list for outstanding information.
Attach feedback and approval status to the relevant version, with activity history and team notifications.
Step 3 of 3 · illustrative journey
Attach feedback and approval status to the relevant version, with activity history and team notifications.
Feedback stays with the right version and the team receives a clear approval or change request.
What we build around it
We define users and permissions, prototype the core task and test the workflow with realistic data and edge cases.
Explore web apps & portalsShow useful progress · Organise documents · Record the decision
We confirm the systems, permissions and exact deliverables before quoting.
Measure what matters
Agree a starting baseline and track the measures that tell you whether the new experience is helping.
Yes. We can scope the first release around one useful workflow, agree its acceptance criteria and add features after your team has used it.
Keep exploring
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Request the right client information, prepare project tasks and give the team a useful view of readiness before work starts.
Explore this use caseYour next step
Tell us how you handle show useful progress today. We'll map the workflow, agree the scope and give you a clear next step.