Clients see their requests, statuses and materials in one place. The team replies in the context of each request and spends less time searching through correspondence.
Who it is for
B2B service companies with regular requests from customers.
Contractors and suppliers that need to show clients the progress of work and documents for their orders.
What the solution includes
Sign-in via an existing authentication service
Companies and two roles: client and staff member
One request type, up to 10 fields and 5 statuses
We adapt the design to your brand. The example illustrates a workflow, rather than a fixed visual style for your project.
Client portals for requests, messages and documents are a universal B2B workflow. Electronic signatures and legally binding e-document exchange are excluded, so no country-specific e-invoicing or signature regime is promised.
Examples use fictional data. Integrations, payments and AI actions shown as simulations require separate implementation and testing.
