AutoLabora
Apps and web
Your clients follow their file without calling you.
A client portal is a private page online. Each client signs in, sees where their file stands, uploads what you asked for and writes to your team. Fewer “where are we at?” calls, and fewer documents lost in email.
What it costs when clients are in the dark
Most of these calls and emails could answer themselves.
The same status question, again and again
Where are we, what’s next, what’s missing. Your team answers by phone and email all week.
Documents arrive everywhere
Photos by text, scans by email, files in three different threads. Someone has to sort it out and chase what’s missing.
Messages get buried
A client’s question sits in a shared inbox, and the answer isn’t tied to their file.
One place for the whole file
Your team works as usual. Clients get a clear view of their own file.
- Your client files
- Your steps and statuses
- Documents clients upload
- Messages from clients
Your client portal- A private page for each client
- A simple progress view
- Documents filed with the right file
- Messages kept in one thread
What a client sees
Scroll through a typical visit.
- 1
Sign in and see where things stand
The client sees their step, what the team is doing and what happens next.
- 2
Upload what’s missing
The portal lists what you asked for. The client adds it, and your team is notified.
- 3
Write to the team in one place
Questions stay with the file, so anyone on your team can pick up where the last person left off.
Each person sees only what is theirs.
Access goes by account. A client reaches only their own file, and your team members see what their role allows.
- A separate account for every client
- Roles for your team, such as staff and manager
- Documents kept private to the file they belong to
- A privacy notice written in plain language
Your team sees the whole picture.
Every file shows its status, its documents and its messages in one screen. Your team stops hunting through inboxes.
- A status for every file
- A list of what’s missing and what’s received
- Reminders to clients for missing items
- A history of what was said and sent
Everything around one good product.
The app, the site and the dashboard all circle the same thing: what your customer came to do.
Your project, step by step
A typical project. The real schedule depends on what the portal has to do.
- Step 1
Map the file
The steps a client goes through, and what you need from them at each one.
- Step 2
Design
The main screens for clients and for your team, shown to you before building.
- Step 3
Build and test
You try it with sample clients, and we fix what you find.
- Step 4
Launch and support
Your first real clients, then fixes and changes as you learn what works.
What you get
- A private portal with its own address and your branding
- Accounts for clients and for your team
- Progress view, document upload and messaging
- A view for your team of every file
- Access rules by role
- Support after launch
What we need from you
- The steps a client goes through
- The documents you ask for at each step
- Your branding and wording
- A few real files to test with
What it won’t do
- It won’t replace your own judgment or the advice you give clients
- We don’t promise clients will use it. We design it to be easy
- We won’t collect more personal information than the portal needs
Questions
What it costs
From CAD 6,000.
Quoted after a short call. The price depends on how many steps and document types the portal handles, how many people use it and what it connects to.
How pricing worksIs our clients’ information private?
Access goes by account. Each client only reaches their own file, and your team’s access follows their role. We go through the privacy details with you before building.
Do clients need to install anything?
No. They open a link, sign in and use it in their browser, on a phone or a computer.
Can the portal be in French and English?
Yes. We can build it in both languages, so each client reads their own.
Can it connect to what we already use?
Often, yes. We’ll tell you on the call what can be connected and what can’t.
What if a client forgets to upload something?
The portal shows what’s missing, and it can send a reminder. Your team sees the gaps at a glance.
Can I see an example?
Yes, on a call. We walk you through how we’d build yours, step by step, before you commit to anything.
What do your clients keep asking you?
A clear answer within 2 business days: we can build it, partly, or not a fit.