Client Portals
A client portal gives your clients a secure, private space to access documents, information and services — strengthening relationships and reducing back-and-forth administration.
Secure by Design
We assess data-security requirements honestly and connect specialist systems only through approved secure integrations.
We do not create fake authentication on public marketing pages. We do not suggest ordinary forms are suitable for highly sensitive legal, medical or financial documents. Scope and data-security requirements are always assessed individually before any build begins.
What a Client Portal Can Include
Secure login
Role-based access so clients see only what's meant for them.
Document and resource access
Share files and information securely with the right people.
Role-based views
Different experiences for different client or staff roles where supported.
Secure-system connections
Connect specialist systems only through approved secure integrations.
Referral portals
Streamline referrals between businesses and partners.
Resource hubs
Centralise guides, templates and information for clients.
Advanced testing
Thorough testing of access, roles and integrations before launch.
Training and handover
We help your team and clients get comfortable with the portal.
Frequently Asked Questions
Scope and data-security requirements are assessed individually. We connect specialist systems only through approved secure integrations. We do not suggest ordinary forms are suitable for highly sensitive legal, medical or financial documents.
Portals and bespoke platforms are scoped individually. From £5,000 setup, with final pricing depending on scope, user roles, content, integrations, data requirements and support.
Yes. Role-based views can be configured where supported, so each client or staff role sees the appropriate information.
Give your clients a secure space to work with you
Tell us what your clients need access to and how you currently manage it.