01 / The idea
Participation, with context.
Clients can see the work associated with their account and take the next applicable action. Their dashboard connects the relationship without exposing the team’s internal workspace.
Pactveris / Client experienceA place to follow.
The client side
A place to follow.
A clear way to respond.
Give clients a branded account experience that keeps progress, requests, conversations, and records within reach.
Follow the connection02 / The flow
Keep the next step
in sight.
01
Get started
Complete the required profile before entering the full account experience.
02
See what is next
Follow progress, review requests, and find the people responsible for the account.
03
Review and respond
Complete issued agreements, review applicable work, and record required decisions.
04
Keep the record
Return to published documents, invoices, and conversations as the relationship continues.
03 / The detail
The people behind
the progress.
The account team gives the client a clear view of the people involved. Internal responsibilities and client-facing information remain distinct, so the shared experience stays relevant.
A connected experience, on desktop and mobile.
04 / Worth knowing
The context matters.
Requests stay attached to the relationship
Clients can submit change requests, explain the need, and follow the applicable review process. Submission does not authorize extra work or a charge.
Useful on a smaller screen
The client experience brings the same account context into a mobile presentation. The visual shown is an illustrative initial viewport, not an interactive live account.
The relationship. The work. Connected.
Let’s look at
your next step.
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