What your customers expect
Builders, developers, councils and homeowners needing engineering want to make a project enquiry.
A client portal gives clients a secure login to share documents, see progress and find what they need without emailing.
Document sharing with clients is a common requirement for engineering consultancies. Drawings and reports change through a project.
Builders, developers, councils and homeowners needing engineering want to make a project enquiry.
A client portal gives clients a secure login to share documents, see progress and find what they need without emailing.
Link to your project document system.
The standard fields cover what a engineering consultancy needs, so keep the form short.
Link to the client portal provided by your existing software.
Build a custom portal when no existing system covers what clients need to see.
The website links to the portal; the portal itself usually belongs to your practice, accounting or project system.
Logs in from the website
A clear login link sits in the header for existing clients.
Uploads or downloads documents
Files are stored securely and access is limited to the right client.
Checks status or messages
Status reflects the system you work in, not a manual copy.
| Field | Why it is needed |
|---|---|
| Secure login | Protects client documents. |
Where the website hands over: The website links to the portal; the portal itself usually belongs to your practice, accounting or project system.
Drawings and reports change through a project. A client portal gives clients a secure login to share documents, see progress and find what they need without emailing.
Often not. Many practice and accounting systems include a client portal, and the website only needs to link to it clearly.
Email is hard to secure and track. A portal keeps documents in one controlled place.
Your website, fully managed — no big upfront cost.
We design, build, host, maintain and keep improving your site for one simple monthly fee.
A one-off custom build you own outright.
A defined scope and a single fixed quote — delivered once, and yours to keep.
Get a free, no-obligation quote for your project. We respond within 24 hours.