Service
Client Portals
Where your customers serve themselves.
The business problem
When every request arrives as a phone call or a chat message, your team becomes a human API — answering status questions, resending documents and re-typing the same replies all day.
The Tech360 solution
We build secure client portals: document delivery, request tracking, invoices and approvals behind a single login — self-service for customers, structured workload for your team.
What is included
Key features
Scope is confirmed in writing before work begins — these are the standards this service is built to.
01Secure per-client authentication and data isolation
02Document delivery with view and download tracking
03Request and ticket workflows with status history
04Invoice display and payment status visibility
05Approval actions with permanent records
06Branded interface in your design system
How it runs
Engagement workflow
Mapping of client interaction types and documents
Portal information architecture and security model
HTML preview of the portal experience
Build, integration with your internal systems
Client communication plan, launch and handover
Technology
Built with
Illustrative scenario
An accounting firm delivering tax documents and approval requests through a portal, replacing email threads that previously buried deadlines.
Hypothetical example only — not a verified client engagement or measured outcome. Actual scope, integrations, and results require validation.
Start here
Scope this service for your business
One message begins discovery. You receive a written scope, an HTML preview, and a milestone plan — payment only after your preview approval.
Next step
Prefer to talk it through first?
WhatsApp reaches a real engineer who can scope your situation in one conversation — and the written scope still follows.
Every engagement is on-record: Client ID, written scope, verified payments, full handover.