Client Portal

Overview

A secure business customer gateway enabling B2B clients to view contracts, download invoices, request support tickets, and track ongoing service engagements.

The challenge

Account managers were flooded with repetitive email inquiries requesting copies of past invoices, status updates on projects, and support logs.

Our solution

Developed a dedicated customer dashboard that pulls client contracts and invoices automatically from the billing ERP, combined with a conversational support ticketing workflow.