Who it is for
Consultancies, agencies and service firms whose clients keep asking where things stand. A client portal puts status, documents and invoices in one place so updates stop depending on email threads.
The problem
- Status chased by email
- Documents scattered
- Invoices and payments disconnected
What you get
- Client-scoped access, so each client sees only their own projects and files.
- Milestones, documents and invoices in one workspace.
- Support tickets and requests tracked with owners and status.
- Role-based permissions and an audit trail on sensitive actions.
How we approach it
- Client-scoped access to projects, documents and invoices.
- Milestones and support tickets in one place.
- Role-based permissions and audit.
What we will not promise
Outcomes depend on your data, team and adoption. We scope after discovery and do not guarantee rankings, revenue or timelines in advance.
Common questions
Is client data kept separate? Access is scoped per client and enforced on the server, not just hidden in the interface. Permissions and audit are part of the design from the start.
Can clients pay invoices in the portal? That depends on the payment methods you use. We scope payment features after discovery and never promise a gateway integration in advance.
Do you run a portal like this yourselves? Incipit delivers its own client work on a custom CRM and portal. It is an internal platform, shown as experience rather than as a packaged product.
How an engagement runs
Discover, propose, deliver, support
The same four stages apply to every Incipit practice, so you always know what has been agreed and what happens next.
- 01
Discover
We learn the business need, the people who will use the result and the constraints, before any solution is proposed.
- 02
Propose
Scope, milestones, responsibilities and ownership are agreed in a written proposal.
- 03
Deliver
Work is built in milestones. You review working builds and approve each stage before the next begins.
- 04
Support
Handover of code and documentation as agreed, with maintenance and support available afterwards.
Continue
Ready to begin?
Tell us what you want to build, fix or hire for. We reply with questions, options and a written proposal.