Build around the client’s job.
Clients do not need a copy of your internal dashboard. They need to know what is happening, what you need from them and how to take the next step.
We identify the moments where a portal adds clarity. Sometimes a simpler email or a link to an existing tool is the better experience.
Connect the portal to delivery.
A request entered by a client should create the right internal work. An approved update should come from a reliable source. A file should only be visible to the people allowed to see it.
We design account access, role permissions, notifications and record ownership with the interface, not after it.
- Requests and documents in context
- Approvals and progress that mean something
- Access controls designed around the client relationship
Keep it useful after launch.
The portal needs support ownership, reliable links and a way for clients to get help. We test the first-use experience and the less common states before rollout.
Measure successful task completion and support questions. A portal that looks polished but sends clients back to email for every action is unfinished work.