Client Portals
A private login for the people you serve
Clients, parents or members log in to check progress, find documents, send requests and approve things, without calling or emailing you.
Clients keep chasing you for updates. Files and approvals get lost in email. Clients check progress themselves. Files and approvals are all in one place.
- The problem
- Clients, parents and members call and email for updates, documents are buried in long email threads and approvals happen over the phone with nothing in writing.
- What we build
- A portal gives each person one branded place to follow progress, find documents, send requests and approve things. Every approval is recorded, and your team is told when something needs attention.
- Who sees what
- Access is configured around the information each person should see. A parent sees only their own child, a client only their own project, and you choose what each contact can do.
Watch it in action
Example: A client checks their project timeline, downloads the latest plan and approves a change. The team is notified straight away.
J-1041 · Newtown
Level 2 fit-out: power and data
Signed in as Hana Okafor, practice manager. Sees progress, plans, photos and approvals. Invoices go to accounts.
Progress
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Site survey, completed
Sat, 19 Sept
Measured up and confirmed the reception and surgery layout.
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Quote approved, completed
Sat, 26 Sept
Quote Q-204 approved by Hana Okafor.
-
Rough-in, completed
Thu, 15 Oct
Cabling and back boxes installed. Rough-in inspection passed.
-
Fit-off, in progress
In progress · finish Sat, 31 Oct
Power points, data outlets and lighting being installed.
-
Testing and certification, upcoming
Planned Wed, 4 Nov
Every circuit tested before the certificate is issued.
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Handover, upcoming
Planned Thu, 5 Nov
Walk-through, certificate and as-built plans.
Add four data points to reception
Cabling, four outlets and patching. Adds half a day to fit-off.
$1,280 + GST
Shared files
- Floor plan, Level 2 (rev C).pdf
- Data point schedule.xlsx
- Rough-in photos (14)
Requests
Can the reception data points go on the left-hand wall?
Answered
Kestrel Electrical and everyone shown are fictional. Changes stay on this page and nothing is sent.
How we set it up
Decide who sees what
Progress, documents, requests, approvals and invoices, and which people see each.
Match your brand
Your logo, colours and wording, on your own web address where agreed.
Connect your records
Progress and files can come from your app, so nothing is entered twice.
Invite people
You control who is invited and what each person can do.
What it can include
Common uses: parent portals for schools and tutors, client portals for professional services and member areas for community organisations.
- ProgressProject stages, student progress or membership status.
- Shared filesReports, plans, certificates and forms in one place.
- RequestsQuestions and requests that go straight to your team.
- ApprovalsQuotes, permission slips, variations and sign-offs, approved in writing.
- NotificationsPeople are told when something changes.
- Access per personConfigured for each client, parent, student or member.
Common questions
Can people see each other’s information?
No. Each person only sees what belongs to them, and you choose what each contact can see and do.
Do people need to install anything?
No. The portal runs in a web browser on phones and computers.
Can it use our own web address?
Yes. Where agreed in the proposal, the portal can run on a subdomain of your website.
Discuss a portal
Tell us what takes up your time. We’ll reply by email to set up a chat.
- We read your notes
- We talk it through
- You get a written proposal
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