Services / 03
Client Portals and Internal Tools
When a process still runs on email threads and spreadsheets, the cost shows up as time and as risk. We build the internal tool that replaces it: one place for the work, with permissions, records and a trail of what happened.
What it includes
Role-based access
Clients, staff and contractors each see only what belongs to them.
Compliance and certificate tracking
Expiry dates, reminders and evidence stored against the right site or job.
Job and document control
Upload, version and approve documents without a single attachment leaving the system.
Reporting
Dashboards for the people accountable, exports for the people who ask for them.
How it runs
Strategy
We walk through the process as it runs now, including the parts nobody documents.
Build
A first usable version early, then iterations with the people who will live in it.
Operate
Rollout, training and ongoing support once the team has moved across.
Suited to
- Contractors and multi-site operators
- Firms with client reporting obligations
- Teams running work through spreadsheets
Other services