Law 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.
Software & App Development
Customer Portals
Secure customer portals where clients access documents, status updates, invoices and requests themselves, around the clock.
or by email:service@echtsquad.com
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
- 01
Requirements
We clarify what information your customers need and where the data comes from.
- 02
Concept and design
We design the customer view and admin area as a prototype.
- 03
Development
We build the portal, including integrations and security features.
- 04
Rollout
We test with selected customers and support the launch.
Examples
Related projects and website designs
SaaS / 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.
Software & Apps
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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.
or by email:service@echtsquad.com