Secure client portals for reports and documents
A portal is a private, password-protected area where each of your clients logs in to see their own information: their reports, figures, documents or job progress. No more sending the same updates by email.
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Example with sample data, for illustration only.
This might help if…
- You email the same kind of report or update to clients every week or month.
- Clients often ring or email to ask where things are up to.
- You'd like to share figures with clients, but each one should only see their own.
- Documents, certificates and invoices are scattered across email threads.
What we can do
- Client dashboards
- Each client sees their own figures as simple charts and tables, drawn from the same information you already use.
- Reports and documents in one place
- Monthly reports, certificates, invoices and files, ready to view or download whenever clients need them.
- Job and project progress
- Clients can check where things are up to without having to ask.
- Secure logins
- Everyone has their own username and password, and only ever sees what you've chosen to share with them.
- Kept up to date automatically
- The portal reads from your spreadsheets or systems, so there's nothing extra to update by hand.
- For your own team too
- The same idea works inside the business, for example giving each manager or branch their own view of the figures.
The figures in a portal usually come from the same place as your own dashboards and reports, so there's nothing extra to maintain.
Click around an example utilities portal for construction projects, based on one we built.
What you end up with
- Fewer “where are we up to?” emails
- Clients who can see their own information, any time
- A more professional service, without extra admin
Words you might hear from us
- Portal
- A private area of a website that people log in to with their own username and password. Each client only ever sees their own information.
- User account
- The username and password each person uses to get into the portal. You decide who has one and what they can see.
Other ways we can help
Dashboards & reports
Turn pages of figures into a clear view of how things are going.
We can turn pages of figures into a single page showing the handful of numbers you actually keep an eye on.
Find out more about dashboards & reportsImproving existing reports
Make the spreadsheets and reports you already rely on quicker and easier.
If someone in your team spends every Friday copying figures between spreadsheets to produce the same report, we can often make that much quicker.
Find out more about improving existing reportsOrganising your information
Bring information from different places together, so reporting gets easier.
We can bring information from different places together so your team isn't maintaining the same details in several spreadsheets.
Find out more about organising your information
Show us what you're working with.
Send us a short note about the spreadsheets or reports that are taking up too much time. We'll arrange a friendly, no-obligation chat and suggest the simplest way to improve things.