Practical guide
Use this workflow before choosing another tool.
Agencies and service teams planning a client portal and needing clear requirements before building or buying. The useful move is to turn that search into a small operating decision: what gets captured, who reviews it, what copy is safe, and what should stop before it reaches a customer.
A client portal should reduce confusion. Requirements need to cover what clients can see, upload, approve, request, and escalate. Treat the template below as a starting point for review, not as final external copy. The buyer still needs to adapt it to their business, product, policy, tools, consent rules, and support boundaries.
- 01Users: client roles, internal roles, permissions, and approval authority.
- 02Objects: files, tasks, invoices, requests, status updates, and deliverables.
- 03Actions: upload, comment, approve, reject, request change, and mark complete.
- 04Boundaries: what still belongs in email, support, meetings, or contracts.
