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STUDIO WORKCUSTOM PORTALS

One secure place for customers, teams and partners to get things done.

A portal gives the people you work with a signed-in space of their own — to see their information, share documents, raise requests and follow progress — without waiting for an email reply.

A secure client portal: customers, teams and partners sign in to one place with their documents, requests, invoices and messages.CUSTOMERSTEAMSPARTNERSCLIENT PORTALAcme LtdWelcome backThree things need your attentionDOCUMENTS12 shared · 2 newREQUESTS3 open · 1 awaiting youINVOICES£4,820 due 30 NovMESSAGES1 unread from your teamACTIVITYContract v3 uploaded by your account managerRequest #218 moved to In progress

OVERVIEW

What a custom portal is.

A portal is a secure, signed-in part of your digital estate built for a specific audience: clients checking a project, customers managing an account, staff accessing internal tools, or partners exchanging information.

It is most valuable where the same questions arrive by email again and again — where is my order, can you send that document, what is the status. A portal answers those directly, and gives your team the time back.

WHEN IT FITS

You might need this when…

  • Your team answers the same status questions by email every day
  • Documents are sent back and forth as attachments
  • Customers or partners need to submit information in a consistent way
  • Different clients should only see their own information
  • You want to offer self-service without losing the personal touch
  • Sensitive information is currently shared in ways you are not comfortable with

WHAT IT INVOLVES

What it typically includes.

  • SIGN-IN

    Secure access

    Sign-in, account management and clear separation between each client’s information.

  • HOME

    A useful home page

    What needs attention, what has changed and what to do next, on arrival.

  • DOCUMENTS

    Document sharing

    Files shared in one place, with versions and a record of who accessed what.

  • REQUESTS

    Requests and updates

    Structured requests in, progress and messages out.

  • ADMIN

    Your side

    Tools for your team to manage users, content and requests.

  • BRAND

    Your brand

    A portal that looks and feels like part of your business.

HOW IT COMES TOGETHER

Start with the problem. Build the right thing.

  1. 01

    UNDERSTAND

    Who uses the portal, what they need from it, and what must stay private.

  2. 02

    DESIGN

    Journeys and screens for each type of user, and the security model.

  3. 03

    BUILD

    The portal built with access controls tested at every step.

  4. 04

    REFINE

    Piloted with a small group of real users, improved, then rolled out.

GOOD TO KNOW

How Studio projects work.

Every Studio project is scoped and quoted individually, once we understand what is needed.

Scope, timings, ownership, hosting and any ongoing support are agreed in writing before work begins.

If a ready-made product or a tool you already own is the better answer, we will say so.

DIGITAL CHRYSALIS STUDIO

Have something like this in mind?

Tell us what you’re trying to build, improve or replace. We’ll take a look and come back to you with the next step.

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