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echtsquad
Software & App Development

Customer Portals

Secure customer portals where clients access documents, status updates, invoices and requests themselves, around the clock.

The problem

Customers email and call to ask about status, documents and invoices, and your team keeps looking up and sending the same information. Sensitive files travel back and forth by unencrypted email.

What is included

  • Concept for features, user roles and data protection
  • Secure login, optionally with two-factor authentication
  • Document exchange with upload and download
  • Status views for orders, projects or applications
  • Overview of invoices, payments and contracts
  • Integration with your CRM, accounting or existing software
  • EU hosting with logging and backups

What you get

  • A live customer portal in your branding
  • Admin area for your team
  • Documentation of roles, permissions and data flows
  • Material for your data protection records

Process

How it works

  1. 01

    Requirements

    We clarify what information your customers need and where the data comes from.

  2. 02

    Concept and design

    We design the customer view and admin area as a prototype.

  3. 03

    Development

    We build the portal, including integrations and security features.

  4. 04

    Rollout

    We test with selected customers and support the launch.

Examples

Related projects and demos

Kanzlei Wegner & Partner
Live demoLaw firm & tax advisory

Kanzlei Wegner & Partner

Serious, elegant presence for a firm offering legal and tax advice: practice areas, team, fee models and a client intake form with document upload.

Klarbord
Live demoSaaS / software concept

Klarbord

Business dashboard of a fictional SaaS app: customers, invoices, workflow runs and KPIs with sample data, search, filters and status – a concept for internal tools and customer portals.

FAQ

Questions about this service

How secure is a customer portal?

We use encrypted connections, secure authentication, role-based permissions and EU hosting, and align the details with your data protection requirements.

Can the portal connect to our existing software?

In most cases yes, as long as the software offers an API. We check this during the requirements phase.

Why is there no flat price?

Scope and integrations vary widely. After a requirements call you'll get a concrete quote.

Intro call

Customer Portals – let’s get started.

In a free intro call we clarify what you need, what it costs and when it will be done. No sales pressure.