Where your work lives

Client Portal

One place for the brief, the files, the checks and the reports on your engagement. Access is set up with you during onboarding, and it is limited to the people your team names.

What is in it

The agreed brief

Scope, deliverables, definitions and acceptance criteria in one written document, so nobody is working from a different understanding.

Progress against the plan

What is queued, what is in delivery and what is complete, updated as work moves rather than only at the end of a period.

Questions and instructions

One thread per workstream with your named contact, so a clarification does not get lost between inboxes.

Reports and reviews

The check-in pack for the period: volume completed, exceptions raised, rework carried and anything we need from you.

Files, in and out

Source data, templates and delivered outputs kept in the agreed location, with the version you approved kept alongside them.

Confidentiality applied

Access limited to the team assigned to you, and the handling rules in our Privacy, GDPR and Terms pages stated in your brief.

Why it matters

The paper trail is the service

Outsourcing feels risky when the work disappears into someone else’s inbox. Written scope and shared records are what turn it into something you can supervise.

You can see the work

Status is visible while the task is running, so a misunderstanding surfaces in week one instead of at the end of a contract.

Decisions are recorded

When you approve a template or change a rule, it is written down once and applied thereafter — including by whoever picks up the task next.

Handover stays possible

If you bring the work back in-house or change provider, the brief, the templates and the history go with you. Ask us how that works before you commit.

Related reading: how we work, how we handle your data, privacy and GDPR.

Not working with us yet?

Start with the work, not the software

Tell us what you need handled. You receive a proposal and quotation, and a free sample where the service allows — portal arrangements are settled during onboarding.