Customer & Client Portals
Give customers the answers before they need to ask.
A customer portal is a private, login-protected area where your clients can check progress, download documents, manage bookings and see their payment history, without ringing or emailing you.
- Pricing
- Individually quoted
- Delivery
- Delivered by Logic NI
What customer & client portals involves
Every 'just checking in' call or email takes time on both sides. A portal gives customers a secure place to see where things stand, so your team handles fewer routine queries and customers feel better informed.
Portals can be simple or extensive. A starting point might be a list of a client's projects with status updates and documents. Later you might add online approvals, payments, messaging or booking management. We design them around the questions your customers actually ask.
Security and privacy come first: individual accounts, strong authentication, customers only ever seeing their own information, and an audit trail of what was shared and when.
We usually start by listing the ten questions customers ask most often, then design the portal so each one can be answered in a couple of clicks. Portals can be standalone or part of a wider system, drawing job, booking or invoice data from the software you already use so staff never have to update two places.
Problems we solve
Sound familiar?
Constant status queries
Staff spend hours answering 'where are we with…' by phone and email.
Documents lost in email
Quotes, reports, contracts and invoices are buried in inboxes.
Chasing approvals
Getting sign-off on quotes or designs takes several reminders.
An impersonal experience
Customers want a modern, self-service experience they can use any time.
Benefits
What you get
- Fewer routine queriesCustomers check progress and find documents themselves.
- A professional experienceA branded, secure space that reflects well on your business.
- Faster approvals and paymentsCustomers approve quotes and pay invoices online.
- Secure sharingDocuments shared securely, not as email attachments.
Typical deliverables
Every project is scoped individually. These are the elements most often included.
- Secure customer accounts and sign-in
- Customer dashboard
- Document upload and sharing
- Project or job status updates
- Booking management
- Payment history and online payments
- Notifications and messaging
- Staff admin area
Examples of what this looks like
Construction and trades
Homeowners see project stages, photos, variations and invoices in one place.
Professional services
Clients upload documents, track case or job progress and sign off work.
Property management
Landlords and tenants view statements, report maintenance and access documents.
Subscription services
Customers manage plans, update details and download receipts.
Who it's for
- Businesses with long-running projects or cases
- Firms exchanging many documents with clients
- Property, construction and professional services
- Businesses wanting to reduce routine phone and email queries
Relevant industries
Process
How we work
- 01
Discovery
We learn how your business works, who your customers are and what the project needs to achieve. No jargon, no obligation.
- 02
Planning
We agree scope, priorities, content and timescales in writing, so you know exactly what is being built and what it costs.
- 03
Design
Layouts and interfaces are designed around your customers and your brand, then reviewed with you before development starts.
- 04
Development
We build with modern, maintainable technology, sharing progress as we go rather than disappearing for weeks.
- 05
Testing
Every form, payment, integration and page is tested across devices and browsers, including accessibility and performance checks.
- 06
Launch
We handle hosting, domains, SSL and redirects, and make sure search engines can find the new site or system properly.
- 07
Support
After launch you can keep us on for hosting, maintenance and improvements, or take it in-house. It is your choice.
FAQs
Common questions
More answers on our FAQ page, or ask us directly.
Is a portal secure enough for sensitive documents?
We design portals with individual accounts, encrypted connections, access controls so customers only see their own data, and activity logging. For particularly sensitive information we will discuss additional safeguards and your data protection obligations.
Can the portal connect to our existing systems?
Often, yes. Job, accounting and CRM systems with an API can feed information into the portal so it stays up to date automatically.
Can we start small?
Yes, and we usually recommend it. A first version with the most-requested features gets value quickly; further features can follow.
Will customers need to install anything?
No. Portals run in the browser and work on phones, tablets and computers.
Related services
Often combined with
Custom Web Applications
Bespoke business applications, internal tools, admin panels and database-driven systems.
Learn more ServiceBooking & Reservation Systems
Appointments, rentals, hire, accommodation and scheduling with deposits and reminders.
Learn more ServiceBusiness Management Software
Job management, quoting, invoicing, stock, staff dashboards and reporting.
Learn more ServiceBusiness Process Automation
Automated emails, reminders, enquiry routing, scheduled tasks and document workflows.
Learn more ServiceUI/UX Design
Interface design, user experience, wireframes, prototypes and design systems.
Learn more ServiceSoftware Maintenance
Monitoring, bug fixes, security and dependency updates, and performance work.
Learn moreTalk to us about customer & client portals.
Tell us what you're trying to achieve. We'll recommend the right approach honestly, and only quote once we understand what you need.