TruVault Client Workspace
Product showcase
Desktop capture
Overview
What the project set out to do.
The workspace brings the delivery chain into one operational view: leads and service requests flow into client records, projects, tasks and deliverables, with supporting documents, messages and portal access.
The challenge
Enquiries, onboarding documents, project updates and client messages usually live in different places, creating handover gaps and duplicate work.
Our approach
The platform connects lead management, client registration, service-request review, project assignment and coordination, document and message management, project-manager workflows and portal access.
Inside the build
Implemented modules
The capabilities below reflect the product scope shown here. Status labels and notes make clear where something is live, still in progress or intentionally limited.
- Lead and prospective-client management
- Client onboarding and registration
- Service-request review
- Project, task and deliverable coordination
- Document and message management
- Project-manager workflows
- Client portal access
- Analytics and activity tracking
- Integration with the TruVault website
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