Client Portals
Client portal software built around your customers
Clients email for updates. Staff search for files and enter the same details again. We build custom client portal software that gives people a clear place to work with your business, connected to the systems behind it. Work directly with our Canadian product, design, and development team from planning through launch.
A shared place for clients and your team
Bring the customer journey into a portal shaped around your services and rules. Clients see the information and actions relevant to them, while your team manages the work behind each request.
We map client and staff needs, define access and integrations, then plan a useful first release. Your team reviews working software and tests the journey before launch.
What your portal can include
- Client accounts and sign-in
- Requests, applications, and online forms
- Status updates and notifications
- Document upload and exchange
- Bookings and service requests
- Invoices and payment connections
- Client and staff access roles
- CRM and business system connections
- Staff review and administration tools
- Activity history and reporting
Make it easier for clients to work with you
Featured client portal benefits
Reduce routine emails and calls
Let clients find agreed information and check progress themselves, giving staff more time for requests that need their help.
Keep work moving between teams
Bring requests and supporting details together so staff spend less time chasing information or passing it between inboxes.
Give clients a more consistent experience
Create a clear journey that follows your service rules, with the right information available at each step.
Self-service already helping people get things done
College of Registered Nurses of Alberta · Registrant portal
Cut renewal time from 4 hours to under 30 minutes
Questions about client portal software
Should we build a portal or use an existing product?
Build when your service rules, client experience, or system connections don’t fit an off-the-shelf product. If an existing product covers your workflows, we’ll tell you. We compare the gaps before recommending a build.
Can clients see only their own information?
Yes. Access is designed around client accounts, organizations, and staff roles, and your team decides who can see or change each record. We test those rules with the main client journeys before release.
Can the portal connect to our CRM or accounting tools?
We review your platforms, available interfaces, and the records that need to move. The plan defines which system owns each record, what updates trigger a transfer, and how failed transfers are handled.
What affects the cost and delivery time?
The main factors are client journeys, access rules, integrations, data migration, and administration tools. We define a focused first release so you know the cost before development starts.
Will we own the portal and source code?
You own the custom work product we build for you. Punchcard retains its pre-existing tools and know-how, with the licence rights needed to use the delivered solution. Third-party services have their own terms, identified in the agreement.
Tools we work with
Using something else? We can work with your existing technology and help you find the right way forward.
Planning a client portal?
Tell us what clients ask for and what your team handles by email today. We’ll help you find a useful place to start.
Real people, here to help
We’ll get back to you within one business day
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