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Client portals and business apps

Secure portals and business apps with login, roles, files, forms, and workflow status.

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Engagement
Estimated after discovery
Timeline
Phased after discovery
Recent project: finanzierungszertifikat.comRead the case study

When this is the right step

Status questions fill the inbox

Clients ask by email and phone where their request stands. Your team pieces the answer together every time.

Files live in attachments and folders

Documents arrive by email, file transfer and messenger. In the end only one person knows which version counts.

Forms end in a spreadsheet

What clients submit is copied over by hand. Details get lost, and follow-up questions cost days.

What changes for your team

  1. Status questions answer themselves in the portal instead of arriving by email
  2. A branded login experience that holds files, forms, and history in one place
  3. Users see where their request stands without asking anyone
  4. The portal becomes the base layer for the next digital service you launch

The Approach

The work starts by defining who uses the portal, what they should see, what they can change, and what the business needs to manage behind the scenes. The portal is then designed as both a user-facing product and an internal operations tool.

The Outcome

Customers, members, or partners get a clear place to complete tasks, submit information, access files, and follow progress while your team keeps control from the backend.

finanzierungszertifikat.com: Financing Certificate Platform for a Berlin Real Estate Servicefinanzierungszertifikat.com: Financing Certificate Platform for a Berlin Real Estate Servicefinanzierungszertifikat.comRead the case study

What you get

Build focus

  • Customer, member, partner, or internal team portals.
  • Authentication, roles, permissions, and protected routes.
  • Forms, file uploads, status tracking, and request workflows.
  • Admin backends for reviewing submissions and managing users.
  • Notifications, email flows, and reminders.
  • Integrations with CRM, payment, analytics, and existing business systems.

Included

  • Login and account management.
  • Role-based portal navigation and protected content.
  • Profile, onboarding, request, or application forms.
  • File areas, document uploads, and review states.
  • Admin dashboard for users, submissions, and workflow status.
  • Email notifications and integration hooks.

The service deck as a PDF

The compact PDF for this service: starting point, approach, scope, and next step on three pages.

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Frequently Asked Questions

Can you build portals with different user roles?
Yes. Roles and permissions are a core part of the portal plan, including what each user type can view, submit, edit, approve, or manage.
Can users upload files and track status?
Yes. File uploads, review states, status timelines, notifications, and admin review screens can all be part of the build.
Can the portal connect to our CRM or backend?
Yes. Integrations are planned around the systems you already use, such as CRM, payments, databases, email tools, analytics, and internal APIs.