Overview
A professional services firm was exchanging sensitive client documents over email and invoicing manually, a workflow that was slow and increasingly uncomfortable for clients handling confidential material.
The Challenge
Documents scattered across email threads were hard to track and easy to lose. Billing was handled manually outside any secure system, and clients had no way to check the status of their engagement without emailing and waiting for a reply.
The Solution
Code Kumite developed a secure client portal covering the full engagement lifecycle:
- Encrypted document upload, storage, and sharing between the firm and each client
- Automated billing workflows tied directly to project milestones
- Client-facing status tracking so clients could self-serve basic questions
- Audit trails on every document and invoice for compliance
Implementation
We prioritized the document and billing modules first since they addressed the most acute pain points, then layered in client-facing status tracking once the core portal was in daily use by staff.
Results
- 30% reduction in administrative overhead
- Improved client satisfaction scores from faster, more transparent communication
- Zero sensitive documents exchanged over unsecured email post-launch
Conclusion
Moving document exchange and billing into a single secure portal resolved both a security concern and a client experience problem with one system.