Client portals and customer updates
How can customers check their status without calling us?
Show the customer the few status details they actually need, such as current stage, next step, outstanding item, or expected date. Feed the status from the same system staff use so the customer view does not become another manual update task.
What to check
- Which status details are useful to customers?
- Where does the official status come from?
- How quickly should changes appear in the customer view?