Give customers their own place to sign in.

A public website introduces your business. A client portal gives existing customers a private place to find the information you provide to them.

Planning the portal

Start with the customer’s task

For Valley Fire & Security, that task was signing in and finding client documents.

Define access

Work out who needs an account and which information they should be able to see.
Map the information

Identify where documents or records come from and who keeps them up to date.
Test the workflow

Check the real sign-in, access and document flows before the portal is put into use.

Project example

The Valley Fire demonstration uses fictional accounts and sample documents. Explore the search and category filters, then open a sample document.

Portals are quoted separately. We’ll agree on scope, testing, hosting and support.