Case Study
Northbay Client Portal
A secure client portal for document exchange, requests and status tracking.
Client
Northbay Financial
Industry
Financial Services
Year
2024
Services
Web Development, UI/UX & Digital Product Design
Overview
The StartingPoint.
Northbay exchanged sensitive documents over email and tracked client requests in a shared inbox.
The Challenge
- Sensitive documents were being sent as email attachments.
- Clients had no way to see the status of a request.
- The internal team re-answered the same status questions daily.
Our approach
How WeWent At It.
01
Flow-first design
Mapped every client request type before designing screens.
02
Security review
Access rules, audit logging and retention agreed with compliance.
03
Component system
A documented UI kit so future modules stay consistent.
Solution
What WeDelivered.
Role-based portal with per-client document vaults.
Request tracking with visible status and history.
Audit log of every document view and download.
Key Features
- Secure document vault
- Request submission and tracking
- Status notifications
- Multi-factor authentication
- Audit logging
- Internal review queue
- Client user management
- Accessible component system
Technology
- Next.js
- TypeScript
- Node.js
- PostgreSQL
- AWS S3
- Auth0
UI Screens
Outcome
Where ItLanded.
Document exchange moved off email entirely.
Clients self-serve on request status.
A reusable design system now backs new modules.
Have A SimilarChallenge?
Most of our projects start with a messy process and a spreadsheet. Tell us about yours.