First Automation Bundle
One painful business process is redesigned and automated from beginning to end. The price depends on systems, decision paths, exceptions, and the connected automation components required.
View serviceAutomation & business systems
Client Portal & Approval System
A client-facing workspace with defined access permissions for requests, project visibility, documents, approvals, communication, and closeout, connected to the internal delivery process.
Opens this package’s inquiry in Creekwise. No software subscription is needed. Sending a request does not book time or start paid work.
What you’ll receive
- Portal requirements and permission map
- Configured client workspace
- Request and status views
- Document and approval workflow
- Notification templates
- Internal handoff design
- Client and administrator guides
- Security and acceptance checklist
How the work happens
- Define client jobs, permissions, and information boundaries
- Design portal navigation and record ownership
- Build request, document, status, and approval workflows
- Connect agreed internal notifications and records
- Test permissions, normal use, and exception paths
- Pilot with selected users and train the owner
What a completed engagement looks like
Permission and acceptance tests confirm that approved clients can find the agreed information, submit or approve work, and receive updates, while internal owners can administer the system.