Client Portal Automation package
For service businesses that need a simple customer dashboard where clients can receive deliverables, instructions, files, and support messages.
from EUR 3,490
starting price
3-5 weeks
timeline
A client workspace for orders, files, instructions, status updates, and support chat
outcome
included
setup support
Included
Customer login or magic link flow
Order status dashboard
File and instruction delivery
Support chat or message thread
Typical access
Brand and workflow notes
Required customer fields
File delivery examples
Email sender access
Deliverables
Client portal flow
Admin delivery workflow
Email templates
Setup support
This starts as a scoped pilot, not an open-ended project.
After the request, ProcessForge confirms the workflow, required access, risks, and success metric before preparing the delivery workspace.
FAQ
What exactly do we receive?
You receive a client portal workspace with the agreed automation brief, installation instructions, files or links, setup notes, and a support chat for implementation questions.
Do you need passwords or full system access?
No. The pilot can start from exports, examples, and scoped access. If a live integration is needed, ProcessForge asks for the minimum permission required for that workflow.
What happens if installation does not work?
Use the order chat in your client portal. The package includes setup support for the pilot delivery so issues can be diagnosed and corrected.
Can we change the scope after submitting a request?
Yes. The first review confirms the workflow, data sources, risk level, and success metric before delivery work starts.
Is there a refund policy?
If the requested workflow cannot be scoped into a useful pilot, ProcessForge will recommend stopping or changing scope before implementation starts. Commercial terms should be confirmed in the project agreement.
How are files and data protected?
Delivery files are served from protected routes, customer orders require session access, and sensitive actions are kept behind human review and scoped permissions.
Start with Client Portal Automation.
Create a private workspace, receive a scoped package, and use setup chat if installation needs help.