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Improve a workflow
Give customers a self-service portal
Customers submit requests, check progress, and access their documents.
For a service business answering repeated request-status questions.
Your package and next step
One business; up to five screens and two roles: customer and staff. Login, request submission, status tracking, and PDF document access. Up to 100 initial customer accounts and 1 GB of supplied non-sensitive PDFs.
No passwords, patient records, or confidential documents. These answers stay in this page until you open and send your email draft.
What’s included
- One business; up to five screens and two roles: customer and staff.
- Login, request submission, status tracking, and PDF document access.
- Up to 100 initial customer accounts and 1 GB of supplied non-sensitive PDFs.
What we’ll need
- Client-owned hosting and email accounts
- Approved status process, access rules and clean import files
Outside this scope
- Payments, e-signatures, chat or CRM integration
- Patient records
- Public multi-tenant product