Accounts and permissions
A secure sign-in with roles that determine which clients, employees or partners can view and manage information.
Custom client environment
A client portal built around your workflow.
Bring information, files and client requests together in a protected environment. Matodev develops a portal that fits how your organisation actually works.
Why a client portal?
Less scattered communication, more clarity.
When documents are spread across emails, status questions arrive through several channels and every client needs the same information manually, there is no single source of truth. A client portal can make that information available in a structured way.
Its value does not come from the longest possible feature list. A useful portal follows your organisation’s process and only shows each user what is relevant to their role.
Possibilities
Features selected from the user’s perspective.
These are examples. The functional discovery determines what belongs in your portal.
Documents and requests
Provide files centrally, collect information and let requests move through a structured process.
Status and communication
Show relevant progress or messages in one place so updates are less likely to become fragmented.
Fit with your organisation
Not a standard portal with your logo added.
- Workflow
- We examine which steps are currently manual, who is involved and where information originates.
- Information
- Documents, statuses, project or invoice information are only included where they are useful and technically feasible.
- API integrations
- Existing systems can exchange data through a suitable API where possible, reducing duplicate entry.
- Dashboards
- An overview can summarise important actions or data without showing every detail at once.
From idea to daily use
Start with the core, then expand with purpose.
A clearly scoped first version makes it possible to validate decisions with real users.
- 01
Define users
We map roles, tasks and information needs.
- 02
Design user journeys
Important actions and screens are placed in a logical order.
- 03
Build the portal
The agreed core is developed and carefully reviewed.
- 04
Manage and expand
After launch, maintenance and new features can be addressed in focused steps.
Frequently asked questions
Questions about a custom portal.
Which features are standard in a client portal?
There is no fixed standard set. Accounts, documents, requests, statuses and communication are possibilities; the final scope follows from your process and users.
Can clients have different permissions?
Yes. Roles and permissions can control which data and functions each user can access. The required structure is defined before development.
Can the portal connect to our existing software?
That depends on the available API or another reliable exchange method. Matodev investigates this before an integration enters the scope.
Is a client portal the same as a website?
No. A website usually presents public information; a portal supports actions and protected information for specific users. The two can work together.
Part of custom development
A portal is a web application for a clearly defined audience.
If you first want to explore the wider digital solution, read about custom web application development. For a data-focused overview, see custom dashboard development.
Centralise information for clients?
Bring your current process.
Together we define a first version that genuinely helps clients and employees.