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.
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.
Open guide →WorkflowAdministrator dashboard, request creation and customer context
Use the dashboard, create a linked or standalone brief, select recipients and manage customer context.
Open guide →WorkflowPublic intake and Companies House assistance
Start a public discovery request, validate contact/company details, use Companies House lookup and create or link CRM records.
Open guide →WorkflowWebsite design brief: every step and field
Complete all ten website-discovery steps, every option and all supporting upload requirements.
Open guide →WorkflowCustom software development brief
Capture the project, users, features, workflows, integrations, data, security, reporting, budget and delivery requirements used to prepare a development scope.
Open guide →WorkflowForm templates and custom schemas
Manage protected system templates and create validated custom forms with supported field types and upload sections.
Open guide →WorkflowAutosave, progress and secure uploads
Save answers step by step, resume securely, upload supported files and understand generated storage and CSRF handling.
Open guide →WorkflowReview, e-signature and final submission
Review the brief, capture typed and drawn signature evidence, submit all steps and reach the thank-you page.
Open guide →WorkflowStatuses, client notifications and top-bar counts
Use the current status workflow, compatibility statuses, client emails, reminder actions and open-application count.
Open guide →WorkflowReview tabs, AI-ready briefs and exports
Review answers, local AI-ready design text, developer scope, uploads, activity, full-details output and JSON export.
Open guide →WorkflowClient portal and customer-profile access
Show linked requests to authorised clients, use the customer profile tab and enforce ownership.
Open guide →WorkflowSecurity, errors, lifecycle limitations and troubleshooting
Protect secure tokens, files and signature evidence; resolve access, form, upload, email, session and uninstall issues.
Open guide →