Secure access
Each client signs in to view only their own information and actions.
Client portals
A dedicated space for your clients.
A custom client portal gives information, documents, requests and statuses a clear home. We are not offering a generic login service: the interface is designed around your actual client process.
Let’s talk about your project01 / The situation
When every question arrives by email
Clients cannot see where their case stands, which document is missing or what comes next. Your team repeats updates, searches for files and maintains statuses by hand.
A portal is useful when it supports a real self-service task and connects to internal work. A separate interface that needs duplicate maintenance would only create more administration.
- Repeated status questions
- Documents arriving by email
- Conflicting file versions
- The same details requested repeatedly
- Different actions for each partner
02 / The solution
The right information for the right client
We organise the experience around client tasks and expose only the information they need.
Structured submissions
Forms reduce missing or ambiguous information.
Document upload
Files are linked directly to the relevant case and review process.
Status tracking
Clients can see the shareable status and their next action.
Requests and messages
Questions remain attached to the relevant topic rather than disappearing in a shared inbox.
Internal connection
Submitted data can enter the correct internal process automatically.
03 / How we work
Design the client journey and internal work together
A portal succeeds when it simplifies the work behind it, not just the screen in front.
- 01
Client tasks
We identify what clients need to provide, see or approve.
- 02
Internal ownership
We define who receives the information and which statuses may be shared.
- 03
Access and privacy
Isolation, retention and permissions are part of the design from the start.
- 04
Client testing
We use realistic fictional data to confirm that the process is understandable.
Connections
What can sit behind a portal?
A portal is often the client-facing part of a custom business system, but it can also connect to existing tools.
- internal operations system
- CRM and customer records
- document store
- billing information
- notification flow
- support or task management
Complexity
What shapes the project?
Permissions, data connections and the back-office process usually matter as much as the visual interface.
- client types and roles
- required data and documents
- internal integrations
- notifications and approvals
- privacy and audit
- mobile use and accessibility
Delivery and operation
Operation aligned with responsibility
The portal can run as TOCHNA CLOUD or on your infrastructure with CARE support. Access, operation and handover are defined in the agreement.
Contact
What do your clients ask about repeatedly?
That question often reveals which information or action deserves a clear place in a dedicated portal.
Let’s talk about your projectSeveral client journeys? Start with Discovery.