Our work
Client service workspace
A client workspace for service requests, shared documents, feedback and clear next steps.
- Industry
- Professional services
- Interfaces
- Client panel
Business context
The challenge
Clients and service teams exchange requests, files and decisions throughout a piece of work. A shared workspace needs to make the current stage and the next client action clear without losing the conversation or the document being discussed.
The approach
The solution
The solution connects request progress, document exchange and client feedback in one workspace. Its customer-facing screens keep the relevant files and actions beside each request, building on the client-portal starter.
Features
- Customer requests
- Document exchange
- Approval steps
- Messages & notifications
Made for this workflow
Adaptations
- Client onboarding checklist added to new requests.
- Deliverable review grouped by project milestone.
Interface 1 / 1
Client panel
A customer view of active requests, documents and outstanding decisions.
Client workspace · 1 / 2
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