Secure client view of order, matter or project status updated from real events rather than manual posts
WORKSPACE CONCEPT
Client Portal
The customer sees status, documents, messages and invoices without anyone having to send an update email.
Client Portal
4Example roles
5Connected workspaces
A QUESTION THIS WORKSPACE CAN SUPPORT
“Which clients have unread updates?”
AUTHORITY IN CONTEXT
The right scope
for each person.
| Example role | Scope |
|---|---|
| Client | Their own matters, documents and invoices |
| Account owner | Their clients’ portals and messages |
| Delivery head | Portal engagement and open items |
| Director | Client-facing responsiveness |
QUESTIONS THAT MOVE WORK
Ask in the language
of your operation.
Which clients have unread updates?
What documents are pending from the client side?
How many invoices were paid through the portal?
These are example questions. A connected deployment uses your records, permitted models and access rules.
WHAT TO SCOPE
Give the workspace
a clear job to do.
Select the capabilities your SOP needs. Availability, integrations and the boundary between preparation and execution are confirmed during scoping.
Document exchange with version control and access logging on both sides
Message thread that keeps the whole history in one place instead of scattered across inboxes
Invoice visibility and online payment from the same screen
Automated status updates posted by DAFFY as things actually progress
Branded to the business, not to the software vendor
CANDIDATE CONNECTIONS
The tools you use.
The context they hold.
Confirm the records to read, the actions to permit and the systems that remain the source of truth.
FLKRMUBIQ CRMDocuSignRazorpay / StripeSharePoint
Illustrative integration options from the DaffyOS catalogue. Compatibility and credentials are checked for your environment.
Explore deployment boundariesIN YOUR INDUSTRY
A familiar workspace.
A different operating context.
START WITH ONE WORKFLOW
One SOP today.
A more connected company tomorrow.
Bring us the process, the people and the exceptions. We’ll map the first proof of value.