What this engagement includes
Portals replace scattered threads with sign-in, roles, and clear permissions: who sees which matter, document, or message thread.
We integrate with your IdP and can support regulated contexts with logging, retention, and export requirements spelled out up front.
How we deliver
We tailor and sequence these workstreams around your priorities, timeline, and internal constraints.
Access & roles
Provisioning patterns, invitations, MFA, and separation between client organisations.
Collaboration
Secure upload/download, previews, comments, and task or status views.
Integrations
Links to CRM, billing, e-signature, or line-of-business systems via APIs or files.
Trust & ops
Backup expectations, audit logs, admin tooling, and support playbooks.
Our work
View our recent work below - each card links through to the live site.
We can walk through relevant case studies and references on a call - many of our clients ask for NDA-backed detail before we share specifics.
Typical flow
A reference sequence; we adapt depth and gates to your organisation.
- 01Define
Journeys & policies
Data classes, retention, branding, and what clients must be able to do without staff intervention.
- 02Prove
Pilot cohort
Limited rollout with feedback loops before wider launch.
- 03Scale
Hardening & training
Performance under load, admin training, and documentation for helpdesk scenarios.
- 04Evolve
Roadmap
Backlog for new document types, automations, or integrations as adoption grows.
| # | Stage | What happens |
|---|---|---|
| 01 | Define Journeys & policies | Data classes, retention, branding, and what clients must be able to do without staff intervention. |
| 02 | Prove Pilot cohort | Limited rollout with feedback loops before wider launch. |
| 03 | Scale Hardening & training | Performance under load, admin training, and documentation for helpdesk scenarios. |
| 04 | Evolve Roadmap | Backlog for new document types, automations, or integrations as adoption grows. |
Who we work with
Professional services firms, logistics, lenders, and B2B vendors - from mid-market to enterprise - with IT/security as partners in delivery.
Infrastructure
AWS, Microsoft Azure, Google Cloud, hybrid topologies, and mainstream SaaS - selected against your security, residency, latency, and cost constraints.
Deliverables
Concrete outputs, documented and handed over with the build.
- Login, roles, and permissions aligned to your policies
- File upload and download with audit-friendly handling
- Notifications and optional integrations to your CRM or case tools
- Branding and hosting to your standards
Engagement model
Partnership patterns we document in the SOW or master agreement.
- -Pilot group before wider rollout
- -Training for administrators
Commercial model
Scope depends on identity model, data classes, file workflows, and integrations to CRM or case tools. We quote after discovery.
We start with a focused discovery (paid or unpaid, depending on complexity). You receive a written scope or SOW: milestones, acceptance tests, and a defined change process. NDAs and your procurement steps are routine.
Fixed scope
Documented requirements, milestones, and acceptance criteria. Delivery targets an agreed release or go-live.
When it applies
Pilot cohort, defined user roles, and a contained document workflow before wider rollout.
Phased programme
Successive increments with checkpoints, integrations, and change control as scope evolves.
When it applies
Enterprise IdP, MFA, audit requirements, or many integration touchpoints.
Ongoing partnership
Retained monthly capacity for maintenance, incremental features, releases, and operational support.
When it applies
Operational support, access changes, and feature additions after production stabilises.
Fees are quoted per engagement after discovery. Third-party cloud, licensing, and usage charges are usually billed to your accounts unless we agree otherwise.
Talk to our team