Custom client portals and internal tools,
so work stops running through email and spreadsheets.
Documents, requests, statuses, approvals, client information, Excel files and internal exchanges often end up scattered across several tools.
A portal or an internal tool can centralise the work, provided it is built around the real process.
The signals
When a portal becomes useful.
- Clients regularly ask for the status of a file
- Documents are constantly sent by email
- Several people work on the same information
- Data is scattered between Excel, emails and software
- Clients repeatedly have to fill in the same information
- The team lacks visibility on progress
- Access rights need to differ per user
- A business process fits no standard software
For your clients
A space for your clients.
A client portal can give secure access to the information that concerns them:
- File tracking
- Documents
- Invoices
- Requests
- Forms
- History
- Notifications
- Project data
- Reports
- Structured exchanges
The goal is not simply to have a connected space. It has to reduce unnecessary exchanges and make information easier to find.
For your teams
A tool for your teams.
Some problems are invisible to the client but cost a lot of time internally. A business tool can bring together in one interface:
- Files
- Clients
- Tasks
- Statuses
- Documents
- Approvals
- Reporting
- Data from other systems
The method
Custom does not mean rebuilding everything.
Before developing, we look at the tools you already use. A connection between your software or an automation can sometimes solve the problem more simply.
When a custom application is justified, we first define:
- The users
- Their roles
- The important tasks
- The data
- The permissions
- Connections to your software
- The risks
- What actually needs to be built for a useful first version
What comes next
Built to evolve.
A good internal tool must remain understandable and maintainable as the company grows.
We favour a clear architecture, fast interfaces and a foundation solid enough to add new functions when they become necessary.
This kind of project builds on our work in custom web applications, with ongoing digital support to evolve the tool over time.
Frequently asked questions about client portals and internal tools.
Straight answers, before we even talk.
Another problem to solve?
Too much still done by hand?Could AI help?Your website generates few enquiries? What is the difference between a client portal and a website?
A website mainly presents information. A portal generally lets an identified user access data, documents, features or processes that are specific to them.
Can the portal connect to our existing software?
Often yes, when it can exchange data with other tools. This has to be verified at the start of the project.
Would existing software be cheaper?
Sometimes. Slash does not systematically recommend custom development. If an existing solution covers the need properly, it can be the better option.
Can we start with a small version?
Yes. For many projects it is better to identify the essential functions, build a useful first version, then evolve the tool based on real usage.
Your team still works around the tool it should have?
Describe the current process. We will help you determine whether a portal, a connection between your tools or a custom tool is really necessary.
Discuss the project