THE UMBRELLA
Client Portal
Your customers answer their own questions — jobs, invoices, documents and approvals, without phoning anyone.
What we build
A branded portal where your customers see their jobs, invoices, documents and bookings — and serve themselves at midnight instead of joining your phone queue at nine.
What is included
- Customers see their jobs, invoices and documents
- Self-service booking and approvals
- Branded as your company, not ours
- Secure document exchange
- Pay an invoice inside the portal
- Cuts inbound calls measurably
Typical delivery: 4–6 weeks. Scope and delivery window are established in an assessment visit — we do not publish prices, because a real answer depends on what we find inside your business.
Who wins, and how
Your team
- "Can you resend that invoice" disappears from the inbox
- Approvals and documents exchanged in one secure place, not email chains
- Fewer interruptions, because customers answer their own questions
Your leadership
- Inbound query volume drops measurably within weeks
- Payment friction falls when invoices are one click from paid
- The portal is branded yours — the polish reflects on the whole company
Your organisation
- Customers get instant, honest visibility — trust compounds
- Service quality stops depending on office hours
- Bigger clients tick the "client portal" box on day one of procurement
How delivery actually runs
Week 1 — We come and look
A Business Systems Analyst spends a day inside your business, sitting with the people who actually do the work.
Weeks 2–4 — We build in the open
You see working software every week, not a status report. What is wrong gets said early, while changing it is still cheap.
Week 5 — Your data moves across
Spreadsheets, the old system, the shared drive — migrated, reconciled and checked against what you had.
Week 6 — Go live, then stay live
Training for the people who will use it, then support that answers. We do not hand over a login and disappear.
What it connects to
Client Portal is not an island. It shares records with:
- Customer Support Desk — One shared inbox where every message becomes a tracked ticket, with the customer’s entire history attached.
- Finance & Invoicing — Raise, chase and reconcile without re-typing anything. The invoice knows which job it came from, because the…
- Projects & Delivery — Plans, budgets and variations in one place, so you find out a project is drifting while you can still do…