Included scope
What this service covers
- Architecture
- authentication
- approved account views
- forms/records
- workflow
- testing
- handoff.
← Dashboards, Portals & Custom Development
À-la-carte service
Client or member portal
Provide authenticated access to defined forms, records, and client workflows.
Client readiness
What we need from you
- User roles
- records
- permissions
- privacy/security requirements
- workflows
- acceptance criteria.
Not included
Scope boundaries
- Unbounded features
- native mobile apps
- regulated-data controls not expressly scoped
- third-party usage.
Before work begins
Consultation and written scope required.
Professional fees exclude vendor, subscription, processing, usage, equipment, and applicable tax charges. Timing begins only after scope confirmation, complete intake, approvals, signed paperwork, and required payment.
Next step
Start with the correct scope.
Guided online intake, agreements, payment, and work orders are being added in later phases. Review the current process before requesting this service.