Client intake and status
Give clients an account where they can submit requests, see what is waiting on them, and check progress.
FOR SERVICE BUSINESSES
Custom client portals for service businesses
Give customers a place to submit requests, upload documents, and check progress. Give your team a workspace to assign requests and follow up. I build client portals and internal workflows around the tools your business already uses.
David Amagid · Software developer
WhatsApp Email DavidWhat your client portal can handle
Documents and permissions
Attach files to the right request. Define who can view, upload, or download each document, and keep staff notes in their own workspace.
Staff workflow and CRM integration
Assign each request to a team member and connect the agreed client or case details to the CRM you already use.
A portal I built for the Forum’s advisors
Consumer Protection Forum
An advisor workspace for assigned cases
For the Consumer Protection Forum, I built a central case workspace and a separate portal where advisors review their assigned cases, documents, and recordings, add notes, and update the status.
Read how I built the Forum system Read the client portal development guideHow a client request moves through the portal
Client submits a request
The client shares their details and uploads the documents you need.
Your team reviews it
A team member takes ownership, checks what arrived, and requests anything missing.
Client sees the next step
Share a status update and record the outcome alongside the request.
What I would look at first
Follow one request
Trace a recent request from intake to closure. Identify which details get copied between systems and who needs them.
Define responsibilities
Name the person who owns each step and the records other people need to see. That helps set permissions before building screens.
Test a complete case
Put a representative request through the first release with the people who handle it. Check the handoff, the client update, and the closing record.
Common questions
Can you connect the CRM or scheduling software we already use?
I can review the APIs and data you need before scoping the connection. The first decision is which system owns each record and how the team handles a sync that needs attention.
Do we need a client portal in the first release?
Start with the most frequent reason customers contact you for an update or to send a document. If that flow also needs a better internal process, build and verify the two steps together.
Can we import records from spreadsheets?
We can review what should be migrated, identify duplicates, and test an import with a sample before moving live records.
Tell me what your clients need to do
Walk me through one request, the documents you collect, and the tools your staff use. We can scope a first release around that workflow.
WhatsApp Email David