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 happens next
- 01
We talk through what you need
The problem, the people who will use it and what runs it today.
- 02
We write the scope
What is built first, what is deliberately left out and what needs a decision from you.
- 03
Price agreed in writing
One price for that scope, approved by you before any work starts.
- 04
We build in stages you can review
You see working software along the way, not a reveal at the end.
- 05
Test, hand over, document
Your code, your accounts and your domain, with documentation that lets someone else run it.
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 Your accounts, code and domain stay yours; any access we use is granted by you and can be withdrawn.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](/client-portal-features-priority/).