Client & partner accounts
Give each client, supplier or collaborator their own account. Define access by organisation, project and role, with the information and actions relevant to them.
←All services
CLIENT & PARTNER PORTALS
A shared space for clients, partners and your team.
Bring requests, documents, updates and approvals into one place. We build portals that give clients, suppliers and collaborators a clear way to work with your business, with access to the information intended for them.
Working together, in one place
Requests & enquiries
Documents & files
Progress & updates
Reviews & approvals
One shared workspace
The right information and actions for each person.
What is a portal?
A dedicated online space where people sign in to find information and take action with your business. Each account has its own access, whether it belongs to a client, supplier or freelancer.
Built across different businesses. Designed around each one.
60+ Companies · 80+ Projects Delivered · 500+ Hours Saved Weekly Across All Companies · Website in 3 Languages · Belgium Based
Hospitality · Professional Services · Events · Field Operations · Agencies · SMEs
BUILT AROUND YOUR RELATIONSHIPS
What the portal brings together.
Choose the functions that support your exchanges, with a clear view of what each person can see, submit and manage.
Requests & enquiries
Let people submit requests, add the details and attachments you need, and follow the response. Your team receives the information in a consistent format.
Shared documents & files
Upload, find and exchange files linked to the right client or project. Keep versions, supporting documents and delivery files together.
Project & service updates
Share progress, deadlines and outstanding actions. Clients and partners can see where things stand and what is needed from them.
Reviews & approvals
Send proposals, documents or deliverables for review. Collect feedback and record the decision, the person responsible and the version approved.
Messages & notifications
Keep conversations attached to the relevant request or project. Notify the right people when a file arrives, a status changes or an action needs their attention.
FOR THE PEOPLE YOU WORK WITH
Different relationships. A clear place for each.
The portal reflects what each group needs to do with your business. Their views and permissions are defined separately.
Clients
Follow projects and service requests, provide information, find documents and approve work. Keep the history available for the next conversation.
Partners & suppliers
Receive requests, share quotations and documents, confirm arrangements and coordinate delivery with your team.
Freelancers & collaborators
Access assigned work and its instructions, submit deliverables and follow feedback, with visibility limited to the projects they are involved in.
FROM INVITATION TO FOLLOW-UP
A clear way to work together.
We shape the steps around your exchanges, from a simple document handover to ongoing collaboration.
- 01
Invite
Give the person access to the right account and workspace.
- 02
Share
Make the relevant requests, documents and instructions available.
- 03
Collaborate
Exchange information, submit work and keep progress visible.
- 04
Approve
Review the work and record feedback or a decision.
- 05
Follow up
Keep agreed actions and the shared history available.
What this changes in everyday work.
Less searching through emails
Files, messages and decisions stay with the relevant work. People can find the context without piecing together separate email threads.
Clearer next steps
Requests and approvals show what is waiting for each person. Missing information and outstanding decisions have a place to be followed up.
Easier follow-up
Clients and partners can check progress and find shared documents themselves. Your team keeps updates in one place instead of repeating them in separate conversations.
CONNECTED TO YOUR OPERATION
Shared outside. Managed inside.
Your team manages the work internally while clients and partners see the information intended for them. We define what is shared, who can act on it and how the portal connects to your business tools.
Access built around each relationship
Set permissions for each organisation and role. Keep internal notes and other clients’ information separate from the external workspace.
Connected records and workflows
Link the portal to client records, project management, documents and reporting. We check the connections supported by your existing systems before agreeing the scope.
A familiar experience
Use your branding and language, with clear instructions for the people using the portal. Optional team training supports its introduction into everyday work.
A few practical questions.
Can each client see only their own information?
Yes. We build access around the organisation, account and role. Each client sees the records and files shared with them, while your team manages internal information separately.
Can partners upload files and approve work?
Yes. Include uploads, comments, review requests and approvals according to each person’s role. The file and decision stay linked to the relevant project or request.
Can it connect to our existing tools?
We review your CRM, project tools and document systems, then agree which information should be shared and how it updates. Connections depend on the integrations and access supported by those tools.
Can people use the portal on their phones?
Yes. We design the portal for phones, tablets and computers so people can check updates, provide information and respond to requests from the device they use.
Can it use our business’s branding?
Yes. The portal uses your logo, colours and terminology. We shape the navigation and content around the people using it and the tasks they need to complete.