Client intake
Collect a useful brief and route it to the right person.
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Professional services
Client portals and automation for service businesses.
Connect the steps between first inquiry and completed work. Build client intake, project status views and document workflows so customers and staff know what happens next.
For consultancies, agencies and appointment-based teams.
Discuss your client workflow ↗Work directly with Paul · Scope agreed before implementation
Illustrative workflow
01
Inquiry
02
Intake + delivery
03
Approval + billing
What you get.
A defined deliverable at every stepClient portal
Give customers access to their own documents and project status.
Approvals
Capture decisions and make the next action visible.
Connected operations
Connect the agreed CRM, scheduling and billing steps.
Delivery
Small steps.
Visible progress.
- 01Share the brief
- 02Agree the scope
- 03Build & review
Pricing follows the scope. Existing code, integrations, content and release requirements affect the estimate. You’ll see deliverables, milestones and third-party costs before committing.
Useful answers.
Can we keep using our current tools?
Yes. We identify gaps before deciding which steps need custom software.
Can each client see only their project?
We scope the account model and access checks around that requirement.
Can you automate the entire business?
Start with one repeatable workflow. Complex exceptions often need a person to make the decision.
Your next step
Have a project
in mind?
Share what you need, what already exists and your timing. I’ll reply personally within one business day.
paul@forward-growth.com