02 / CLIENT PORTALS

Client portals & customer dashboards.

Fewer status calls. A better experience for every client.

Custom client portal development for UK service businesses. Secure logins where your customers can track jobs, exchange documents, sign off approvals and manage their account, connected to the systems your team already uses.

Secure client logins and permissionsLive job, case and project statusDocument exchange and e-approvalsInvoices, payments and account history

TRY THE PORTAL

One portal.
Two points of view.

Your clients see progress, documents and invoices. Your team sees what needs doing next.

Signed in as Sarah, Harper & Co

MY PROJECTS

Kitchen refit, 14 Elm Road

Electrics and plumbing first fix are complete. Plastering is booked for Thursday. Photos from site were added this morning.

Illustrative interface. Click through the sections, open an item and try an action. Switch views to see how permissions change what each person sees.

THE BUSINESS CASE

Answer the question before the client has to ask it.

You handle a steady flow of client work, your team answers the same progress questions every week, and documents or approvals move by email. You want clients to see a professional, secure view of their account.

01

Turn status enquiries into self-service

When clients cannot see where things stand, they email, call and chase. A portal shows the current stage, the next step and anything waiting on them. Your team spends less time relaying updates, and clients get a more professional experience that reflects the quality of your service.

02

Keep documents and approvals in one place

Contracts, reports, drawings and sign-offs often live in scattered email threads. A portal gives each client a secure space for files, with clear version history and a recorded approval for every decision. That record matters when questions arise later.

03

Connect the portal to your back office

A portal is only useful if the information is current. We connect it to your job system, CRM or accounting software so updates appear without anyone retyping them. Access is controlled per client and per user, and the design considers the sensitivity of the records involved.

BEFORE YOU COMMISSION

Good questions.
Clear answers.

Common features are secure logins, project or job status, document upload and download, approvals, messages, invoices and online payment. We start with the features that remove the most chasing and add others in later stages.

Security is designed in from the start: authentication, per-client access rules, encrypted connections and careful handling of files. Any sector-specific obligations, such as professional or regulatory requirements, are identified in the brief and reflected in the design.

Yes. The portal is built for your business, so it carries your brand and can sit on a subdomain such as portal.yourcompany.co.uk. Clients deal with you, not a third-party product.

No. The portal should read from and write to the systems you already use wherever their APIs allow, so information is entered once and appears where it is needed.

LET’S TALK ABOUT YOUR BUSINESS

What would make
the biggest difference?

Bring the business problem. Nand will help you assess the options and define a sensible first project.

Discuss your project