Client and Client Portal

The client portal provides a secure environment for a client to manage an engagement with a contractor.

The contractor will set up a contract by creating a new client. This will generate the user and login details for the client and establishes the Client Portal.

Individual deliverables or outputs can be setup for a contract that is outside IR35 or a simple contract can be setup for inside IR35 or historical (old) contracts.

Outside IR35 contracts are structured to support a statement of work or managed service approach. Each deliverable can be agreed by the client, via the Client Portal, before work commences, agree/reject deliverables or changes (dates or content), or signed off/rejected as complete.

Client List
Add New Client
Client Deliverables