Modernise your client interactions with a secure, intuitive SaaS portal
Put an end to endless email threads. Give your clients a custom space to track their files, exchange documents and automate your operations.
The situation
Chaotic exchanges that are suffocating your client service
Between follow-up emails, lost attachments and approvals left hanging, your teams spend more time moving information around than moving the work forward.
Dozens of emails every day just for a simple file update
Your teams spend more time answering the phone or hunting for lost attachments than moving their projects forward.
Sensitive data circulating without any security
PDF files sent by email, passwords shared over messaging apps: your business is exposed to data leaks.
A damaged brand image in front of demanding clients
Your clients expect the smoothness of modern applications. Without a dedicated space, your company looks outdated.
What is a custom client portal and how does it work?
A client portal is a secure web application accessible through a simple browser, on desktop and mobile, locked behind a username and password or two-factor authentication. Unlike a simple showcase website, it is a dynamic interface connected directly to the information core of your business.
The key features built into your space
Progress dashboard
An at-a-glance view where the client sees the status of their project or order in real time: pending, being processed, approved.
Encrypted document vault
A space for uploading and downloading documents — invoices, contracts, quotes, reports — where every file is encrypted and automatically linked to the right case.
Dynamic forms and online signature
Your clients fill in their information directly in the interface, with real-time field validation and the option to sign electronically.
Automated notifications
As soon as a step is completed or a document is required, the system sends a personalised email or SMS alert.
The technical architecture under the hood
We build lightweight interfaces with modern technologies such as Next.js or React, coupled with robust databases such as PostgreSQL. Everything is hosted on secure servers in Switzerland or Europe, for sub-second loading times and strict compliance with the nFADP and the GDPR.
Access rights, authentication, encryption, logging and hosting location are defined according to the sensitivity of the data and your compliance requirements. Every measure is chosen, documented and tested for your context.
A centralised space that frees up your teams and delights your customers
A single dashboard for your users
Your clients log in to their space, view the progress of their requests in real time and upload their documents in one click.
Bank-grade security and fine-grained permissions management
Each user only accesses the information that concerns them. Exchanges are encrypted and archived in complete security.
Direct integration with your internal tools
The portal does not live in isolation: it pushes the information entered by your clients straight into your ERP or internal databases.
How we deploy your SaaS portal
1. Mapping user journeys
Discovery workshop, definition of the user journeys and validation of those journeys with your teams.
2. Prototyping and experience validation (UX/UI)
Screen design, interface design and a clickable prototype approved before any development starts.
3. Agile development and cloud deployment
Development in short cycles, user testing, successive improvements and quality assurance.
4. Training, support and monitoring
Hand-over to your teams, support at launch and monitoring of login metrics.
What you gain in concrete terms
- -70%
- Follow-up requestsFewer requests by email and phone once the portal is in service.Play Digital
- 100%
- Confidentiality of exchangesTarget compliance on how client documents and data circulate.Play Digital
- Minutes
- Client onboardingAn onboarding journey completed in minutes instead of days.Play Digital
They trust us
“I recommend Play Digital because of their ability to understand the needs of the market in which clients operate and incorporate this dimension into their solutions. The support goes beyond purely technical thinking; it includes strategic considerations and elements of marketing and communication. Play Digital has allowed us to develop a custom solution in a complex market due to numerous regulations. The flexibility of the chosen solution allows us to constantly adapt to changing demands and market constraints.”
Frequently asked questions
01Will my B2B clients with no technical skills be able to use this portal?
That is our absolute priority. We design the interface like a consumer application, along the lines of online banking or e-commerce: clean, jargon-free, and usable immediately without any training.
02Where will the confidential data submitted by our clients be stored?
Your data and documents are encrypted and hosted on secure servers located exclusively in Switzerland or Europe, in strict compliance with the nFADP and the GDPR.
03Can I restrict access to certain documents depending on my staff’s role?
Absolutely. The system includes fine-grained rights management (RBAC). You define precisely which role — client, project manager, accountant — is allowed to read, edit or approve each document.
04How does the portal integrate with our current management software?
We build custom connectors (APIs) so that every piece of data entered by your client or document uploaded flows automatically into your internal ERP or CRM, with no double entry.
05What happens if our client volume triples over the next two years?
The application is built on a modern cloud architecture that scales automatically with load. Whether you have 50 or 5000 simultaneous users, the portal stays fast.
Let’s talk about your project
Let’s design the right digital solution together
Tell us about your users, your documents and the steps that still rely on too many emails or manual entries. We will scope the work with you.
Book a meeting