Specifications
Precise definition of the information your clients need to find and the actions they should be able to perform on their own.
A private space where your clients can find their documents, invoices, and file progress, without calling you for every update.
A client who wants to know the progress of their file calls, gets an answering machine, calls back the next day, and the answer eventually goes out by email as an attachment, lost in an already full inbox.
Sending an invoice or a contract by email also presents a risk: the document circulates without control, can land in the wrong folder, and there is no guarantee that only the right person has opened it.
LTC Group designs a private space where each of your clients can find their own documents and the status of their files, at any time, without depending on your availability by phone.
Precise definition of the information your clients need to find and the actions they should be able to perform on their own.
Implementation of a connection via personal login, so that each client accesses only their file.
Private area to upload invoices, contracts, and documents, accessible by the client at any time.
Display of the progress status of an order or a project, updated from your internal tools.
API connection with your billing or management software, so that the data remains synchronised.
Secure hosting of the portal and regular updates after it goes live.
Thirty minutes to understand what your clients most often ask for by phone or email.
Mockup of the main screens, list of necessary connections, and detailed price excl. VAT.
Construction of the portal, connection to your existing tools, and testing with a small group of clients.
Progressive opening to all your clients, with support available for their initial questions.
Each client accesses their space via a specific secure authentication, without ever seeing the documents of another client on the portal.
The displayed data comes from your existing management tools, linked to the portal by API connections rather than by manual double entry.
Hosting and document exchanges pass through encrypted channels, so that the transmitted information remains protected during transfer.
The number of features, connections to your existing tools, and the number of expected clients affect the price. Costed for free after the assessment.
Let's take an engineering firm tracking dozens of sites in parallel, receiving the same calls every week from clients wanting to know the progress of their file. After an assessment of the most frequent requests, a portal was built to display the status of each site and the associated documents, directly linked to the project management software already used internally. This engineering firm is a composite example created for the occasion, useful to show the method, not a reference we would cite.
No, the portal works from a browser, on computer as well as smartphone, with no installation needed on the client's side.
Yes, this is the approach we recommend. Opening the portal to a small group first allows the tool to be adjusted before a wider launch.
In most cases yes, via an API connection. We verify the compatibility of your current tool during the assessment.
An automatic email reset procedure is integrated into the portal, without you having to intervene yourself.
A free assessment to identify what your clients most often ask for and build the space that answers them.
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