1. Separate the public website from the client environment
We defined what any visitor should be able to access and what content needed to remain restricted to authenticated users in their private area.
Case study
Case study: an advisory platform with a private client area, messaging and document management
International Advise needed its corporate website to go beyond a contact form. The project added a private client area bringing together communication, documents and information related to ongoing work, while the public side remained focused on presenting the firm's services and the private side supported the continuing client relationship.
The challenge: separate public information from each client's private relationship with the firm
The firm needed to present a broad legal, tax and financial service offering while maintaining a different environment for the relationship after a client engaged the business. This was not only a design issue: documents, messages and follow-up should not depend on public navigation or remain scattered across channels without a common reference point.
- Present the different advisory services in a structured way.
- Create a separate private space for each client.
- Reduce communication spread across different channels.
- Allow documents to be shared and reviewed within the private environment.
- Keep information related to each client organised.
- Maintain a usable experience on desktop and mobile.
- Create a base that could support additional functionality later.
The solution: a corporate website connected to a private client area
A WordPress platform was developed with two distinct experiences. The public website organises the firm and its services. The private area gives each client their own space to review information, exchange messages with their adviser and access documents made available within their account. The ongoing relationship therefore does not rely only on email or disconnected external tools.
- Custom corporate WordPress website.
- Dedicated pages for organising and explaining each service area.
- Private client area with individual access.
- Integrated messaging between client and adviser.
- Space to review and share documents within the private area.
- Client information centralised within their environment.
- Responsive experience across mobile, tablet and desktop.
- Architecture ready for additional functionality as operations evolve.
How the platform was built
2. Organise the firm's services
The corporate side was structured by service area so visitors could identify the type of advice International Advise provides and move towards the right contact route.
3. Create individual client access
A private environment was developed where each client can access only the information and functions associated with their account.
4. Integrate communication with the adviser
Messaging inside the private area keeps conversations related to ongoing work in the same environment as the client information.
5. Centralise documents
Documents linked to a client can be shared and reviewed within that client's private space instead of being spread across unrelated channels.
6. Prepare the experience for different devices
Both the public website and private area were adapted for desktop, tablet and mobile use.
What changed when communication and documents were brought into the same environment
One access point for each client
Information made available to a client can be reviewed from a private account rather than relying only on separate links and external tools.
Communication tied to the service relationship
Integrated messaging keeps conversations in the same environment where clients review their information.
More centralised documentation
Files related to each client can remain accessible within their private area, reducing fragmentation across channels.
A base that can evolve
Separating the public website from the private environment makes it easier to add new functions without turning every future need into a separate tool.
Do you want to apply this approach to your business?
We can review your situation and propose a commercial, technical and results-oriented solution without disrupting your current operations.