Client & Document Portals
Client and document portals for recurring uploads, files, forms, and customer handoffs
We build custom portals for customers, vendors and staff to share files, submit details and access documents, with organized workflows that reduce email back-and-forth.
Common starting point: from $12,000 CAD.
What this helps with
Focused work that supports your business
We connect your priorities with useful improvements, clear deliverables, and a plan you can understand.
Customers repeatedly need to upload or access files.
Documents, safety forms, reports, or job files are scattered across inboxes.
Staff need a cleaner place to manage recurring customer handoffs.
A simple upload page is no longer enough structure.
What can be included
The exact scope depends on what your business needs.
- Customer, vendor, staff, or employee access
- Secure upload and download workflows
- Document organization
- Forms for recurring requests
- Staff notifications
- Admin views for internal users
- Support and improvement planning
Good fit for
Common situations where this service makes sense.
- Industrial suppliers
- Contractors and trades
- Field service teams
- Businesses with recurring customer documents
- Companies collecting safety or job files
- Teams tired of document handoffs through email
Process
How this service works
Clear priorities, agreed deliverables, and direct communication throughout the work.
Map users, documents, and permissions
Define upload, access, and staff workflows
Build and test the portal in phases
Launch with support and improvement plan
FAQ
Questions about this service
What problem does a portal solve?
A portal gives customers, vendors, employees, or staff a clear place to upload files, access documents, submit job details, and stop sending everything through email.
Do all businesses need a portal?
No. If the need is occasional, a simple upload workflow may be enough. A portal makes sense when the process is recurring or needs accounts, access control, or document history.
Can a portal include forms and uploads?
Yes. Portals can include forms, uploads, downloads, document organization, notifications, and staff workflows.
Do you support portals after launch?
Yes. Portals should have an ongoing care plan for monitoring, backups, updates, testing, and improvements.
Related services
Other ways we can help
File Upload Workflows
Start simpler when accounts and recurring access are not needed yet.
Internal Dashboards
Add internal tracking and visibility around portal activity.
Ongoing Support & Care
Keep portal workflows monitored, backed up, tested, and improving.