Status questions answered by hand
Customers write in to ask where their order is and which document to check. A manager repeats the same answers every day.
Client Portal
Customers track orders themselves
An account on your site: orders, profile and documents behind one login. Nobody has to ask a manager for status.
Email can't keep up with orders
Orders grow, history gets lost in email, and customers can't see documents until someone sends them.
A portal nobody uses
The login exists, yet customers still ask a manager for status and documents: the portal doesn't cover what they open it for.
Scenarios: status, profile, documents, repeat orders
Login and profile: details customers update themselves
Orders: list, status and a short history
Documents: what customers open without emailing a manager
Access: each customer sees only their own data
Interface: React and TypeScript, data in PostgreSQL
Site connection: the portal without rebuilding every public page
PROCESS
[ 01 ]free · 30 min
[ 02 ]14 business days
[ 03 ]depends on scope
[ 04 ]ongoing, monthly cycle
From request to result
[ 01 ]free · 30 minClarity Session
We go through the questions customers ask managers most often. You leave with the actions for the first portal version. No sales pitch.
[ 02 ]14 business daysPrototype
Scenarios and a Figma mockup. You see how customers find an order and a document before any code exists.
[ 03 ]depends on scopeDevelopment
We build the portal and connect it to your site. We check that customers see only their own statuses and documents.
[ 04 ]ongoing, monthly cycleLaunch
We open the login, watch which actions customers can't find and add them.
Frequently asked questions
and answers
Is this a B2B portal for dealers?+
No. A client portal is for your customer: their orders, profile and documents. A dealer portal is built for partner companies: separate terms, several partner staff and data exchange with accounting. If dealers place the orders rather than end customers, you need that service instead.
Does it include building the whole website?+
No. We build the private area where customers see their data. Your public company pages are a separate website build. We add the portal to your existing site if it allows, or build it alongside and connect it through the login.
Can a customer see someone else's orders?+
No. Each login opens only that customer's data. Before launch we check that documents and statuses never cross between accounts.
Can we add payments to the portal?+
It depends on where payment happens now. If customers only need to see the invoice and status, we don't move payment. If it has to happen in the portal, that is a separate scope, and we define it after reviewing the scenario.
THE FINAL STEP TOWARD A SYSTEMReady to turn growth
Ready to turn growth
into predictability?
Start with a free 30-minute Clarity Session.
