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SHEA GLOBAL
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SHEA GLOBAL · SaaS & Business Systems

Document & Client Portal Systems

The portal replaces files scattered across email or messages with one place for upload, download, search, document status, and notifications.

FIXED PRICERp60.000.000Fixed pricing applies only to the confirmed written scope. Cloud, domain, API, licensing, taxes, and third-party services are separate unless expressly contracted.

Is this service right for you?

Share documents with clients through a portal with accounts, folders, permissions, and activity history.

The portal replaces files scattered across email or messages with one place for upload, download, search, document status, and notifications.

Is this service right for you?

Organisations that regularly exchange documents with clients and need to control who can view or download each file.

When this service becomes useful

Consider a portal when files are difficult to find, versions become confusing, or the organisation needs a basic activity record.

Where the solution is used

Staff and clients use the portal through a browser with agreed access rights.

How the project moves forward

We begin with the business need, not with a technology we want to sell.

  1. 1

    Identify document types, users, folders, statuses, and access rules.

  2. 2

    Agree on file limits, storage, retention, notifications, and recorded activities.

  3. 3

    Build the portal and test access, upload, download, search, and failure cases.

  4. 4

    Hand over the portal, role configuration, file policy, administration guide, and QA evidence.

Included in the package

Customer Outcome

A secure portal for sharing and tracking documents between an organization and its clients.

Included in the packageIncluded core category
Agreed before the project beginsImplementation detail to lock in writing
Available for separate discussionNot included without further approval
Not includedOutside the package price

Approved Core Features

Agreed before the project begins
Included in the package

Client Portal

Gives clients a dedicated access area.

Agreed before the project begins

Login, home screen, document list, simple profile, and final screen inventory.

Included in the package

Authentication

Restricts access to authorized users.

Agreed before the project begins

Invitations/account creation, reset password, sessions, and lockout policy.

Included in the package

Upload & Download

Supports agreed file exchange.

Agreed before the project begins

File types, maximum size, quota, optional version handling, validation, and scanning dependency.

Included in the package

Folders

Organizes documents.

Agreed before the project begins

Folder tree or flat categories, rename/move behavior, and permission inheritance.

Included in the package

Role-based Access

Controls internal and client permissions.

Agreed before the project begins

Read/upload/download/delete permissions and document visibility.

Included in the package

Document Status & Search

Tracks progress and finds documents.

Agreed before the project begins

Status values, searchable metadata, and owner/date filters.

Included in the package

Email Notifications

Notifies agreed document events.

Agreed before the project begins

Upload/status triggers, recipients, templates, provider, and retry policy.

Included in the package

Basic Audit Logs

Records important activity.

Agreed before the project begins

Who/what/when for login, upload, download, and status; retention period.

Included in the package

Administration

Manages users and documents.

Agreed before the project begins

Invite/disable, permission assignment, metadata editing, and simple reports when agreed.

Included in the package

Package Limits

A foundational document portal with storage and workflow limits confirmed in writing.

Not included

Exclusions

  • Certified digital signatures and enterprise document management.
  • Mass OCR, complex legal workflows, and unlimited storage.
Included in the package

Deliverables & Handover

  • Working client and administration portals.
  • Role, file-policy, retention, and storage-ownership documentation.
  • QA evidence and handover.

External Dependencies

Cloud, domain, API usage, email/SMS providers, licenses, storage, applicable taxes, and other third-party services are separate unless the written contract explicitly states otherwise.

Available for separate discussion

Proposed Enhancements

  • Client onboarding guide
  • File-retention policy worksheet
  • Access-review checklist

No add-on price or recurring support fee is published for these packages. Additional features require separately verified authority, written scope, and approval.

Included in the package

90-day Bug Warranty

For 90 days after Final Acceptance, verified implementation defects against the accepted scope are covered. New features, changed requirements, third-party disruption, and unauthorized changes are not warranty bugs. Change requests require approved price and timeline impact before execution.

Agreed before the project begins

Additional Scope

No add-on price or recurring support fee is published for these packages. Additional features require separately verified authority, written scope, and approval.

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Discuss your requirements

Discuss your requirements

Tell us which process you want to improve, who will use the solution, and what result you need. We will help identify the most suitable package before preparing a written scope.