StreamEdgeSolutions

Websites & Web Solutions · Specialist

Customer Portal

A secure area where clients self-serve instead of calling you.

Buy now

From$1,999USD one-off

One payment. Work starts once we have confirmed your requirements.

The four questions this page answers

  1. 1

    What you buy

    A logged-in area where your customers can see their own records, submit requests, upload documents and track progress — without contacting your office.

  2. 2

    What you get

    5 deliverables, listed in full below

    • A live customer portal with authentication
    • Staff administration view
    • Request and document workflows
    + 2 more
  3. 3

    How it is delivered

    Remote Setup

    Carried out remotely by our team. Nothing is posted and no one visits.

    REMOTE SERVICE

  4. 4

    How long it takes

    7–11 weeks

    Measured from the point everything under “what we need from you” is with us, not from the moment you pay.

A secure customer portal where clients view records and submit requests — illustrative concept, not a screenshot of a client system
A secure customer portal where clients view records and submit requests. Illustrative interface concept — not a screenshot of a client deployment.

What is this, in plain English?

A logged-in area where your customers can see their own records, submit requests, upload documents and track progress — without contacting your office.

Every call your team does not have to take is the return on this. Customers get visibility into their own account; you get structured requests instead of scattered emails, and a record of everything that was asked and answered.

The problem it solves

Your team fields the same "what is the status of my…" question by phone and email all week, and the answers live in three different places.

If that does not describe you, this is probably the wrong product. Tell us and we will point you at a better fit rather than sell you the nearest one.

What you get

The concrete things that exist at the end and that you own.

5 deliverables

  • A live customer portal with authentication
  • Staff administration view
  • Request and document workflows
  • A security review summary
  • 60 days of post-launch corrective support

What's included

The work covered by the figure in the buy box, at no extra cost.

  • Registration, login and password reset
  • Role-based permissions
  • Customer record views
  • Request submission with uploads
  • Status tracking and notifications
  • Staff administration view
  • Security review before release

Not seeing something you expected? Check what you are not buying before you order.

What does it do?

Everything listed here is delivered as part of this product. Nothing on this list is aspirational.

  • Customer registration, login and password reset
  • Role-based permissions
  • Account records, statements or case views
  • Request submission with document upload
  • Status tracking with notifications
  • Message thread per request
  • Staff-side administration view

How it works

The delivery sequence from order to handover.

  1. 1

    Define what customers see

    Which records, at what level of detail.

  2. 2

    Design the request flows

    What customers can submit and who handles it.

  3. 3

    Build with access control

    Every view is permission-checked on the server.

  4. 4

    Security review

    We review access control before release, not after.

  5. 5

    Onboard customers

    Invitations, guidance and a support route.

Delivery & fulfilment

Stream Edge Solutions ships nothing. Every package on this site is carried out and handed over remotely — this is exactly what happens after you order.

REMOTE SERVICEHow this is delivered
  1. 1We confirm requirementsWe read what you sent with the order, come back in writing with anything missing, and agree the scope before any chargeable work starts.
  2. 2We build and configure remotelySetup, configuration and testing are done by our team over a remote connection — on your systems or on ours, whichever the package specifies.
  3. 3We hand it overYou receive the working setup, the credentials, the documentation and a walkthrough. Everything built for you is yours at handover.

Carried out remotely by our team. Nothing is posted and no one visits. Typical turnaround: 7–11 weeks.

Delivery method
Remote Setup
Expected delivery time
7–11 weeks
Measured from the point everything under “what we need from you” is with us — not from the moment you pay.

Full detail of how work is handed over, what happens if requirements are outstanding and how order records are kept is in the Delivery & Fulfilment Policy.

What we need from you

Nothing starts until these are in place, and the turnaround above is measured from that point — not from the moment you pay.

  • A clear definition of what customers should see and do
  • Your data model, or access to the system that holds it
  • A decision on how customers are verified at signup

Who this is for

  • Service businesses with repeat clients
  • Professional and financial services
  • Logistics and field services
  • Anyone fielding repetitive status enquiries

Business needs this addresses: Manage customers, Improve operations

What's not included

Just as plainly as the list above: the things this package is not.

  • Integration with external systems (see the integration packages)
  • Data migration from a legacy system
  • Hosting and infrastructure costs
  • Ongoing support after the warranty period

Anything outside the scope above is quoted separately, in writing, before it is carried out. Nothing is added to your bill without your agreement.

FAQs

Can it pull data from our existing system?

Yes, where that system exposes an API or a database we can read. That integration is quoted separately after a feasibility check, because the effort depends entirely on what the other system allows.

How is customer data protected?

Access control is enforced server-side on every request, connections are encrypted, and we run a security review before release. We do not claim any compliance certification, because we do not hold one.

Refund & cancellation

What happens if you change your mind, and what happens to money already paid.

Cooling-off before work starts
You have 7 days after ordering to cancel while work has not yet begun. Up to 25% may be retained to cover scoping and scheduling already carried out.
Work already done
Once delivery has started, refunds are assessed against the work completed and the deliverables already handed over — the list under “what you get” above is what that assessment is made against. Approved refunds are processed within 14 days.
If we cannot deliver what is described here
You are refunded. The scope on this page is the scope we are held to, which is exactly why the exclusions above are stated before you buy rather than after.

The full terms, item type by item type, are in the Refund & Cancellation Policy. How the work reaches you is covered by the Delivery & Fulfilment Policy.

Not sure this is the right product?

We would rather point you at the right thing than sell you the nearest one. Ask us before you buy — no obligation.

Ask a questionRequest a custom quote

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