The challenge
Clients emailed records as attachments, staff downloaded and filed them by hand, and every status question arrived as a separate email during the busiest weeks of the year.
Objectives
- Let clients upload records securely
- Show return status without an email exchange
- File uploads against the right client automatically
- Reduce inbound status emails at deadline
What we built
A client portal with authenticated uploads, automatic filing against the client record, and a visible status timeline so clients can see progress without asking.
Technology
MySQL · PHP · Secure uploads
How it was delivered
- Authenticated client accounts with role separation
- Secure upload handling with type and size validation
- Automatic filing against the client record
- Status timeline visible to the client
- Staff dashboard for what has arrived and what is outstanding
Outcomes
- Records arrive filed rather than as attachments
- Status questions dropped sharply at deadline
- Staff see outstanding items in one view