A portal for your clients, with no more lost email chains.
If you work by project — consulting, agency, professional services — each client’s status probably lives scattered across emails, a spreadsheet and the memory of whoever runs the account. The client asks "how’s this going?" and the answer takes a while because someone has to reconstruct it. It’s the same problem I solved for myself with ORBIT Mission Control, before offering it as an engagement.
How I approach it
I first map out what a client actually needs to see to feel the project is moving — usually less than you’d think: versioned documents, decisions made, next steps. I build a portal around that, with authentication and real data isolation between clients, and optionally an AI assistant that answers only from that specific client’s project — not from someone else’s documentation.
What usually fits
Backend with database-level data isolation, not just application-level — it matters once more than one client shares the same system. Own authentication, document versioning, and optional conversational AI over the project’s content.
The work, in concrete terms
- What we start with
- A representative project, the documents shared with the client and the updates currently sent by email. We distinguish internal information from what each client should see.
- What it should return
- A space where clients can check their project status, the current document version and the next steps. If AI is included, its answers are limited to that project's content.
- What needs to be defined
- The first portal does not need to replace the CRM, billing or every tool the team uses. We need to decide what belongs in it, who can publish changes and what should remain in the current systems.
Illustrative example
On a consulting project, a client logs in to check which proposal is approved and what still needs review. The team shares a new version without reconstructing an email chain. ORBIT Mission Control is my own reference for this approach.
Related service
Explore the service scope and how we can get started.
AI application and MVP development