Now booking new clients Lake Charles · Lafayette, LA · (337) 305-3703
Client portalProfessional services

A client portal where done means signed off

Clients see every item as it's ready, mark it looks good or not right, and hear about changes without having to ask.

Industry
Professional services
What it is
Client review portal
Status
Live since September
455tickets closed in the two weeks before, with zero updates sent
3client projects loaded on day one
Client review portal: Client review portal

Try it yourself

The real client portal running on invented data. Switch between the owner, a teammate and the builder's read-only view. Nothing you do here is sent anywhere.

Full screen ↗
Item sign-offTeam channelBuild plan votesAuto updates
Before

455 tickets closed. Zero updates sent.

The only way to update clients was a status button nobody pressed. In the two weeks before the portal was built, 455 tickets were closed and not one update went out.

What we built

Done becomes a record instead of an argument.

Item-by-item sign-off

Clients review each finished item and mark it Looks good or Not right, with a note.

A thread for every client

Post in the shared channel or on a private line, so requests and feedback land in one place.

A say in what's built next

Clients vote yes, maybe or no on ideas in their build plan and can ask to move one up.

Accepted means every item

A project can't be marked accepted until the client has verified every item.

Updates without the chasing

Progress emails go to the people agreed with the client, without anyone remembering to write them.

A view for everyone

The owner, a teammate and the builder each see the portal from their own side.

The demo runs the real software on invented data.

Step by step

Who does each step, before and now.

StepBeforeNow
Step 1Item finished
Before
  • TeamFinishes the work
Now
  • TeamMarks the item built
  • AutomaticShows it to the client as ready for review
Step 2Telling the client
Before
  • TeamHas to remember to tell the client
Now
  • AutomaticWrites the update and sends it to the people agreed with the client
Step 3Feedback
Before
  • ClientSends feedback by text or email
Now
  • ClientConfirms the item or flags it with a note
  • AutomaticSends every flag straight to the team chat
Step 4Sign-off
Before
  • TeamCalls the project done
Now
  • ClientVerifies each item
  • AutomaticHolds acceptance until every item is verified

The software does part of the work at 4 of 4 steps. The client, not the team, decides when an item is done.

Results

Clients see progress as it happens.

Live since September, with three client projects loaded on day one. Clients see progress as it happens instead of waiting to be told.

Built with

What it runs on.

Proven services underneath, so the client owns the system and nothing is locked to us.

Is this you?

If your clients have to ask what you've been doing.

We'll give them a page that answers before they ask, and a sign-off that settles what done means.

More builds

Other systems we've built.

Want one of these for your business?

Start with an AI audit. We'll map which system to build first.