Professional servicesWeb App
Client Portal for CA & Legal Firms
A secure portal for sharing documents, tracking due dates and keeping clients updated.
Sample project. This is concept work based on a common business need, to show the kind of product we build. It is not a past client.
The problem
Documents travel over email and chat, and deadlines depend on someone remembering.
What we would build
We would build a private portal with document upload, task tracking and automatic reminders for clients and staff.
What this includes
- Secure client login and document upload
- Checklist and status per client
- Due-date reminders
- Invoices and payment links
- Staff dashboard
- Access logs and backups