Shape your portal brief

This gives us a working scope and estimate. Nothing here locks the project.

Firm details

Firm name *

Name *

Email *

Phone

Advice areas served

Financial AdviceAccountingLendingProperty

Primary CRM / identity platform

Used to frame integration complexity

Team size *5 staff

Build scope

Choose what needs to be in the first release.

Forms

Basic onboarding form

A clean intake flow with 2-4 steps, save and resume, validation, and clear progress states.

$2,500

Detailed onboarding flow

A configured onboarding flow with 5-10 steps, branching logic, save and resume, validation, and clear progress states.

$3,500

Review workflow form

Capture client updates and review inputs with 5-10 steps, branching logic, save and resume, validation, and progress states.

$3,500

Portal screens and workflows

Client dashboard

A client hub covering home, profile, goals, assets and liabilities, cashflow, and team access.

$5,500

Admin workspace

Operational views for client communication, data integrity, and workflow management.

$3,500

Document vault

Secure document upload and storage with SharePoint sync and form integration.

$3,500

Booking workspace

Integrated scheduling tied into the portal and CRM.

$2,000

Digital presentations

Interactive presentation tools with master slides, data integration, and PDF export.

$6,000

Workflow & Operations

Workflow boards

Visual workflow lanes for advice, accounting, or lending with structured card fields and status control.

$3,000

Scheduler

Plan recurring workloads and service events directly inside the operating flow.

$2,000

Planning & Delivery

Discovery (Required)

Get clear on scope, architecture, priorities, and timing before delivery starts.

$1,000

Portal design system

Brand tokens, navigation, key screens, and reusable interface components for firms that want the portal designed properly from the start.

$7,500

Fast track build (+20%)

Reserve priority capacity and shorten the delivery window.

+20%

Ongoing service

Choose how much support you want after launch.

Working estimate

AUD ex-GST

Upfront build$9,000

Kickoff payment (50% of build + discovery)$4,500

Ongoing service$257/m

Estimated delivery window13 Aug - 13 Sept

This link stores the current configuration, so you can come back to the same working estimate later.

What happens next?

We review the scope and turn it into a cleaner brief and delivery plan.
We close any open questions before the project starts.
Discovery comes first, so the build begins with clear priorities and agreed scope.
Kickoff is 50% of build plus discovery. Ongoing service billing starts after launch.

Upfront build

$9,000

Ongoing service

$257/m

Delivery window

13 Aug - 13 Sept