Custom client portals
On a Sunday evening, a client wonders where her file stands. She opens her space, sees the current step, finds the invoice. She hasn’t written to anyone.
This service belongs to behind the scenes.
A client portal is a private space where clients follow their own file: progress, documents, invoices, next steps. Déclic designs it in your brand’s image, connects it to your tools, then hosts and maintains it. Clients get the answer before they ask; your team gets its days back.
Signs it’s time
- Many of your emails answer “Where is my file at?”
- Documents travel as attachments, in several versions.
- Clients dig through their inbox for invoices.
- The experience after signing doesn’t match the one before.
What we build, step by step
- 01Map the client journey From signing to delivery: what clients want to know, when, and what your team enters by hand today.
- 02Prototype The client dashboard and your team’s, shown in motion.
- 03Build and connect The portal links to your tools, such as accounting or project management, so information is entered only once.
- 04Launch Accounts created, clients invited, team trained.
- 05Maintain Updates, security, backups and new features as needs evolve.
What clients find when they enter
- File progress, step by step.
- Documents to view, sign or upload.
- Invoices and their payment status.
- Messages, in one place instead of ten emails.
- Appointments to book.
A door that opens only for them
A portal often brings sensitive information together. We prepare the privacy impact assessment Quebec’s Law 25 requires, define who sees what, and every access goes through a personal account. Hosting is chosen to protect your data and your clients’.
Hosting and maintenance
We host and maintain the portal: updates, security, backups and support. Nothing for you to manage on the server side.
Sweep
For Sweep, we built dashboards for users and for the team: everyone sees their own data, in one place, up to date. Sweep’s story
Frequently asked questions
Why not off-the-shelf software?
Standard software often works. Custom becomes useful when your process is specific, your clients demanding, and the tool has to carry your brand.
Can the portal show our invoices?
Yes, by connecting it to your accounting software, so invoices aren’t entered twice.
Will clients need to install anything?
No. The portal opens in the browser and can be added to a phone’s home screen.
Who hosts the portal?
We do. Hosting and maintenance are part of the service.
Is it Law 25 compliant?
It’s designed to be: privacy impact assessment, limited access, protected information.