Client Discovery & Project Briefing Portal
Create, invite, collect, review and export complete client discovery briefs using the supplied secure portal, website-design journey, custom-software questionnaire, form-template manager and evidence controls.
Browse Client Discovery & Project Briefing Portal by workflow
Start with the area that matches the actual menu, report, saved template, permission, navigation change or issue in the CRM.
Setup, access, permissions and lifecycle
Activate the source build, assign all capabilities, use the exact staff/client menus and understand deactivation and uninstall data behaviour.
Administrator dashboard, request creation and customer context
Use the dashboard, create a linked or standalone brief, select recipients and manage customer context.
Public intake and Companies House assistance
Start a public discovery request, validate contact/company details, use Companies House lookup and create or link CRM records.
Website design brief: every step and field
Complete all ten website-discovery steps, every option and all supporting upload requirements.
Custom software development brief
Capture the project, users, features, workflows, integrations, data, security, reporting, budget and delivery requirements used to prepare a development scope.
Form templates and custom schemas
Manage protected system templates and create validated custom forms with supported field types and upload sections.
Autosave, progress and secure uploads
Save answers step by step, resume securely, upload supported files and understand generated storage and CSRF handling.
Review, e-signature and final submission
Review the brief, capture typed and drawn signature evidence, submit all steps and reach the thank-you page.
Statuses, client notifications and top-bar counts
Use the current status workflow, compatibility statuses, client emails, reminder actions and open-application count.
Review tabs, AI-ready briefs and exports
Review answers, local AI-ready design text, developer scope, uploads, activity, full-details output and JSON export.
Client portal and customer-profile access
Show linked requests to authorised clients, use the customer profile tab and enforce ownership.
Security, errors, lifecycle limitations and troubleshooting
Protect secure tokens, files and signature evidence; resolve access, form, upload, email, session and uninstall issues.