Silva Manta · Portal
Client portal and internal management
A portal for the same firm: internal management, reports and a login for each client to see their own things. It's still in development: screenshots coming once it's finished.
The challenge
The firm needed a place of its own for internal management, with reports and metrics, where clients could also log in and see their own things.
What I did
I designed and built the whole portal: the firm's management, reports and metrics, and access for each client to see their own things.
The result
It's in development. The firm will work from one place, and clients will feel more a part of it.
- The firm's management in one place.
- The team and its clients.
Features
- Secure sign-in with a password and a 6-digit code
- A record for each client with their matters and diary
- BPS and DGI deadlines with follow-up
- Reports and metrics
- Email notices to clients
- Export to Excel