A public portal connected to an automated back office.
Sign-up, document upload, qualification and matching without re-entry.
Expertise
Client portals
An online space where your clients track their files, upload documents, sign and pay, connected to your internal tools.
Your clients find the status of their file without calling. Documents arrive in the right format, with automatic reminders. Each client sees only their own files, access is logged and hosting stays in Europe. A first scope from €6,000 excl. VAT.
What clients tell us at the start
- Half our incoming calls are about the status of a file.
- Documents arrive by email, in duplicate, in the wrong format.
- Every document sent out is a manual operation.
- Our clients compare us with their bank's portal, and they tell us.
What you have at the end
- Client journey mappingwhat your clients are looking for
- Branded portal: tracking, documents, messages
- Guided document upload, with automatic reminders
- Online signature and payment where your profession allows it
- Connection to your internal tools and access rights per file
Our tools : React, Supabase, PostgreSQL, Stripe for payments, Yousign for signatures, API connections to your internal tools.
A real example
The situation
A real estate platform whose files were processed entirely by hand.
What we did
- Sign-ups open online
- Sign-up and documents online
- Matching without re-entry
Frequently asked questions
From €6,000 excl. VAT as a sprint for a first usable scope, depending on the journeys covered and the connections needed. The diagnostic gives you a written estimate before any commitment.
That is the question the scoping phase answers. We only put online what your clients already ask for, progress and documents, and the portal becomes the simplest way to get it.
Each client sees only their own files, access is logged and hosting stays in Europe. It is the same foundation as our tools for regulated professions.
Our fixed-price products start at €500 excl. VAT and custom builds at €6,000 excl. VAT. We usually start with a diagnostic. See the offers