Who this is for
Service businesses where clients currently chase status updates by email or WhatsApp, and where a self-serve view of "where things stand" would genuinely reduce back-and-forth for both sides.
What to build first
Not everything at once — see Client Portal Features: What Should You Build First? for how we prioritize status visibility and document access ahead of less urgent features like in-portal messaging.
Roles and permissions
At minimum: client, team member, and admin — each seeing only what's relevant to them. See How to Plan Roles and Permissions in a Web Application for how this gets designed against your actual team structure, not a generic template.
What you receive
A working portal with secure login and the roles agreed for your clients, your team and administrators; the document, status and request features agreed for the first release, with each client seeing only their own information; the connections to your CRM or project tools that are in scope; a tested production setup; and handover documentation for the people who will administer it. For an example of separate accounts and access rules in a system we built and run ourselves, see Clinic Records — our own multi-tenant demo platform (internal demo, not client work).
What determines the scope
Scope depends on how many kinds of client and roles there are, which features the first release includes (status and documents usually come first), which tools the portal must read from or write to, whether existing client data has to be imported, how much custom logic your workflow needs, and your security and hosting requirements. These drive the price and are agreed in writing first; there is no fixed package.
Why LATYNEX for this
A portal sits between your systems and your customers, so roles, permissions and handover matter as much as the screens. We plan those with the interface rather than after it.
Design and engineering are done together, so the interface and what sits behind it are planned as one piece of work rather than handed between vendors.
Testing, deployment and handover are part of the way we work: checked before release, then documented so someone else can run it. This is a working practice, not a certification.
One scope and one price in writing before work starts, with what is built first and what is deliberately left out stated plainly.
More on who is behind LATYNEX Digital is on the Company page.
How it works
- 1
Map the client journey
What clients currently ask for by email or WhatsApp, and which of it a portal should answer.
- 2
Define roles and the first release
Client, team member and administrator, and the first features — usually status and documents.
- 3
Data and integrations
What comes from your CRM or tools, and what the portal stores itself.
- 4
Build
The agreed screens, access rules and connections.
- 5
Test with real client scenarios
Including that no client can ever see another client's information.
- 6
Roll out and hand over
Launch to your clients, with documentation for the people who administer the portal.
Who you would be working with
- Company · Who you would be working with
- LATYNEX Digital is a service line of Latynex Trade OÜ, a company registered in Estonia (EU). Contact: info@latynexdigital.com.
- How we work · Delivery
- Remote, in English, with the person who would run the project. No local office is implied in any market.
- How we work · Commercial terms
- One scope and one price, agreed in writing before work starts. Your accounts, code and domain stay yours; any access we use is granted by you and can be withdrawn.
There are no client case studies on this page, and none are implied. What LATYNEX has built and runs itself is on the portfolio, each system labelled by stage. Published prices are on the pricing page; anything not listed there is scoped and quoted after review.
Questions
Can this replace our current CRM?+
Not usually the goal — a portal is the client-facing layer; it typically connects to your CRM rather than replacing it.
Do all clients need the same access?+
No — access is scoped per client and per role, so no client sees another client's information.
What's the fastest way to get real value from this?+
Status visibility and document access are usually the highest-value first features — see Client Portal Features: What Should You Build First.