Document collection portal
An accounting or legal firm needs client documents before work can begin. The portal gives each client a checklist, upload area, reminders, and staff dashboard.
Client Portals
Custom Client Portals for Irish SMEs.
Give clients one place to upload documents, see progress, complete tasks, and understand what happens next.
Portal preview
What your clients see when they log in.
Click any document to simulate an upload. Status pills flip from Pending to Received automatically.
Documents required
Admin dashboard
Active client onboarding
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Activity
- No activity yet
The problem
Client work should not disappear into email threads.
When documents, forms, approvals, and updates live in email, everyone works harder than necessary. Clients ask for status. Staff chase missing information. Managers struggle to see where work is stuck. A portal gives the process a clearer home.
For many Irish SMEs, the problem is not a lack of effort. The problem is that everyday work is spread across email, spreadsheets, shared drives, paper notes, WhatsApp messages, CRMs, accounting software, and staff memory. That creates delays, duplicated work, missed follow-ups, inconsistent customer experiences, and reporting that takes too long to prepare.
AI can help, but only when it is attached to a clear workflow. A tool on its own does not fix a broken process. The useful version starts by asking: what task repeats, who owns it, what information is needed, what decision has to be made, and what should happen next?
What is a client portal?
A secure online space focused on a specific client workflow.
A client portal is a secure online space where clients can log in, complete tasks, upload documents, view updates, and communicate with the business. For SMEs, the best portal is focused on a specific client workflow, not a bloated all-purpose platform.
We avoid the common mistake of beginning with a technology and then looking for a use case. Instead, we begin with the business workflow. That means we look at the work your team already does and decide where AI, automation, dashboards, custom tools, or training can remove friction.
The result should be practical. Staff should understand it. Managers should be able to see whether it works. Customers should experience faster, clearer service. The business should be able to improve it over time without starting again from scratch.
What this can include
The most common ways we help.
Client login
Give each client a controlled access point.
Document upload
Collect files without email chaos.
Task checklists
Show clients what is still needed.
Status tracking
Let clients see progress without asking.
Admin dashboard
Give staff visibility across clients and tasks.
These are not abstract AI ideas. They are the kinds of workflows where small improvements can compound: fewer manual steps, fewer unanswered messages, fewer duplicate entries, better handovers, and more consistent outputs.
Example workflows
What this looks like in practice.
Project status portal
A consultancy wants clients to see milestones, upcoming tasks, and deliverables without sending manual updates.
Referral partner portal
A business works with referral partners and needs a place to submit leads, track status, and view outcomes.
Who this is for
- ✓Solicitors, accountants, consultants, agencies, clinics, and financial advisers.
- ✓Businesses that collect documents or information from clients.
- ✓Teams tired of repeated status emails.
- ✓SMEs that want a more professional digital client experience.
It is especially useful when the business has a real workflow problem but does not yet know whether the answer should be AI, automation, a dashboard, a portal, staff training, or a custom app. That uncertainty is normal. Our role is to help you choose the right first project rather than overbuild.
Who this is not for
- —Businesses looking for vague AI strategy without an implementation path.
- —Teams that want to automate sensitive decisions without human review.
- —Projects where no owner, budget, or workflow has been defined.
The best projects have a clear owner, a visible business pain, a realistic budget, and a willingness to start with version one rather than trying to build everything at once.
How we work
A four-step approach.
01
Audit the workflow
We start by understanding the process as it works today. We look at who is involved, what information moves through the process, where delays happen, what tools are already used, and what outcome matters to the business.
02
Define the smallest useful version
We define the version one scope so the team knows exactly what will be built, what is included, what is excluded, and what success looks like.
03
Build, test, and launch
We build the workflow, tool, dashboard, app, or automation. We test it with realistic examples, check the handover points, review permissions, and prepare the team to use it.
04
Improve after real use
Once staff and customers use the tool, we refine language, adjust logic, add missing steps, simplify screens, and improve reporting. This is why we recommend ongoing support for most builds.
Tools and implementation
We choose tools based on the workflow, not fashion.
We choose tools based on the workflow, not fashion. A project may use AI assistants, automation platforms, spreadsheets, CRMs, databases, custom web apps, reporting dashboards, or integrations with systems your team already uses.
The important thing is that the system fits your business. We do not force every client into one platform. We choose the simplest reliable setup that can deliver the outcome, be maintained, and scale sensibly as the business learns what it needs.
Data, privacy, and human review
Sensitive workflows stay safe.
If the workflow involves private, financial, legal, medical, employee, or customer data, we design the scope carefully. The goal is to minimise unnecessary data, keep humans in control of important decisions, and review access rules before launch.
For many SME workflows, the safest first version is human-in-the-loop. That means AI can draft, classify, summarise, suggest, or prepare, but a person reviews important outputs before they are sent to a customer, used in a decision, or stored as a final record.
Pricing and next step
Client portals usually start from €6,000–€15,000.
Client portal builds usually start from €6,000–€15,000 depending on login, permissions, document handling, notifications, dashboards, and integrations. A focused portal prototype may start lower after scoping.
The normal starting point is an AI Opportunity Audit. The audit gives you a clear recommendation, a scoped first project, likely risks, and a fixed-price build option.
Why Tús AI
Why work with Tús AI
Tús AI is built for Irish SMEs that want practical AI implementation, not vague AI hype. We focus on useful workflows, realistic budgets, clear scopes, staff adoption, and support after launch.
Our approach is intentionally simple: start with one business problem, build one useful solution, prove value, and expand what works. That is how SMEs can benefit from AI without creating a complicated technology programme or hiring a full development team.
We are also careful about the difference between a demo and a business tool. A demo looks impressive for five minutes. A business tool has to work for staff, customers, managers, and the real exceptions that happen every week. That is why we include scoping, testing, access review, handoff, and support in the way we work.
FAQs
Frequently asked questions.
Is a client portal secure?
Security depends on the design, data, access controls, and hosting setup. Portals involving private information require careful scoping and access review.
Can clients upload documents?
Yes. Document upload is one of the most common portal features.
Can different clients see different information?
Yes. A portal should be designed so users only see the information intended for them.
Will a portal replace email?
Not entirely. It should reduce repetitive email and give important tasks a single place to live.
Can the portal send reminders?
Yes. Reminders can be part of the workflow when they are useful and appropriate.
Get started
Find the best first AI or automation project for your business.
Tell us where your team is losing time. We will help you identify one workflow that can be improved with AI, automation, a dashboard, or a custom tool, then show you the practical path to build it.