Client portals so you can stop answering “where's mine at?”

If a large part of the day goes to answering, by phone or WhatsApp, where an order, a filing or a treatment stands, that information already exists: it just isn't where the customer can see it. We build the portal that shows it, in your business's language and steps.

When it makes sense

  • Customers call or message several times to ask about their order.
  • Documents are sent by email and get lost between versions.
  • The quote is explained by phone and the customer ends up with nothing in writing.
  • You don't know which customers have already seen or approved something.

What we build

Live status
Each order, job or case with its current and next stage, at its own URL.
Documents and versions
Files per customer, with history and read-only or download permissions.
Quotes and approvals
The customer reviews the quote and approves it from their phone.
Secure access
A unique link or a login, depending on how sensitive the information is.
Messages
Communication tied to the case, instead of scattered across personal chats.

When not to build

Building isn't always the answer. If that's your case, we'll tell you before the proposal.

  • If customers rarely ask and answers are quick, a portal won't get used.
  • If the status information doesn't exist in any system, it has to be captured internally first.

Related concepts

Studio concepts for fictional businesses. They show how we work; they aren't client projects.

How it starts

  1. 01What you needWhat the software must do and who will use it.
  2. 02What exists todayIf something is running, what it's built with and what stays.
  3. 03Scope and timingWhat goes into the first version and what can wait.
  4. 04Written proposalScope, deliverables and cost. No commitment.

What stays in your name

  • The code repository, in your account from the first commit.
  • The deployment and database, in your cloud accounts.
  • No proprietary platform or licence: if you work with another team tomorrow, they take everything.

Other services

Tell us which process doesn't fit the software you have.

Message on WhatsAppcontacto@liffeylabs.comA message with your project's name and what it needs to do. Reply within 24 h.
  • Repository in your name
  • Deployed to your accounts
  • No proprietary platform