Customer document & request portal
Businesses that need customers to access documents, requests, orders, appointments or account information online.
All optionsWhat's included.
- Secure client accounts
- profile management
- dashboard
- agreed request or document workflows
- notifications
- file access
- admin management
- hosting, backups and monitoring.
Scope and delivery.
- Package limits
- Starting scope covers up to 100 client accounts, 3 roles, 3 primary workflows, standard file storage and 1 integration.
- Admin panel
- Included for client accounts, permissions, records, documents, statuses and notifications.
- Delivery time
- Estimated 18–35 business days for the starting scope after workflows and integrations are approved.
- Monthly maintenance
- Hosting, backups, monitoring, security updates, bug fixes and up to 60 minutes of minor support or configuration per month.
Boundaries and options.
- Excluded work
- Unlimited storage, complex identity systems, regulated records, custom mobile apps, major new workflows and paid provider fees.
- Optional add-ons
- Payments, e-signatures, additional workflows, advanced reports, mobile app, multilingual interface and extra storage.
- Integrations
- One standard API, email, payment or document integration in the starting scope.
How we work together.
- Revisions
- 2 review rounds per milestone.
- Cancellation and data export
- After the minimum term, 30 days' notice. Client-owned account, document and transaction data can be exported; platform source code remains with Half Software.
- Client responsibilities
- Define client journeys, provide legal/privacy requirements, sample data, documents and integration access, and perform acceptance testing.
You have the vision.
We handle the tech.
Tell us what you want to improve. Together, we'll define the solution and the next step.