What You Get
A structured document template that walks you through every decision you need to make when planning a client portal. Instead of starting with a blank page or a vague brief, this template asks the right questions in the right order and produces a requirements document you can hand to any development team.
The template covers the full scope of a client portal — from user roles and permissions to feature prioritisation, integrations, and data requirements. It is designed to surface the decisions that matter early, before they become expensive changes mid-build.
What Is Inside
- Business context section — prompts for documenting what problem the portal solves, who will use it, and what success looks like
- User role definitions — a framework for mapping out every type of user, what they need to see, and what they need to do
- Feature requirements matrix — a structured list of common portal features with priority ratings (must-have, should-have, could-have, will-not-have)
- Integration requirements — a template for documenting which external systems the portal needs to connect with and what data flows between them
- Data requirements — prompts for defining what data the portal needs to store, display, and process
- Security and access requirements — questions about authentication, permissions, data protection, and compliance needs
- Design and UX preferences — a lightweight section for capturing branding requirements, design references, and user experience priorities
- Technical constraints — space for documenting any existing technical decisions, hosting requirements, or platform limitations
- Prioritised feature list — a final summary that ranks everything by importance and groups features into delivery phases
Who This Is For
This template is for business owners and project leads who are planning a client portal — whether they are about to commission a custom build, evaluate off-the-shelf options, or brief an internal team. It works equally well whether you are working with us or with another development partner.
How to Use This
Work through the template section by section. Some sections will be straightforward (you already know who your users are). Others will require discussion with your team (which features are truly must-have versus nice-to-have). That discussion is the point — the template surfaces the decisions you need to make before development starts.
Once completed, the template produces a requirements document that any competent development team can work from. It saves time on both sides: you do not have to explain everything from scratch, and the development team does not have to extract requirements through weeks of discovery meetings.
Why We Made This
We build client portals regularly, and the quality of the initial brief directly correlates with the quality of the outcome. Projects that start with clear requirements finish faster, cost less, and produce better results. This template captures the questions we ask during our own discovery process — we are giving you the framework so you can do that preparation before the first conversation.
Get the Template
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