Give people a clearer way to use your service.
Help clients, customers, or members submit requests, access documents, check updates, and complete important tasks in one place.
SERVICE DEMO · CUSTOMER VIEW
- SIGN IN
- THEIR RECORD
- A REQUEST
SIGN IN
sam@northfield.co
••••••••
Sign inSIGN IN
Their own account, not a menu
A returning customer signs in and lands on what belongs to them.
When people need a clearer way in.
- Clients ask for the same updates by email or phone.
- Documents get sent back and forth as attachments.
- Requests arrive through several different channels.
- People need to submit information and follow progress.
What a portal can include.
Sign-in and roles
Accounts planned around who needs to see or do what.
Request and submission flows
Forms that capture what your team needs, once.
Document access
Files people can find for themselves, in the right place.
Status and progress
A clear view of where a request or task stands.
A view for your team
One place to review, respond, and keep things moving.
How a portal project goes.
Understand
We look at how requests, documents, and updates reach people today.
Scope
Agree which people, tasks, and information the first version covers.
Design the flow
Map the screens and steps people move through, and review them before build.
Build
Develop the portal in stages you can review as it takes shape.
Hand over
Test the agreed key paths and explain what your team manages day to day.
Portal questions.
Can a portal replace requests by email?
For the parts of the process people repeat, often yes. We look at how requests arrive today and agree which ones belong in the portal.
Can people sign in with accounts we already use?
Sign-in options depend on the systems you use and the access available. We check this during scoping rather than assuming a connection is possible.
Will a portal work on phones?
Yes. Layouts are built to work on phones and desktops, since many people will use it away from a desk.
Who can see what people submit?
Access rules are agreed during scoping and built into the portal, so people see the information their role needs.
Want to talk it through?
Tell us what you are trying to make easier and we will say plainly whether this is the right place to start.