LUMORA TECH — PROJECT CHECKLIST
CLIENT PORTALS

Lumora Tech develops branded client portals for applications, documents, service requests and account updates. Each portal is designed around the client’s next action and connected to the staff workflow that fulfils it.

WHAT TO SCOPE
[ ] Client registration, account access and organisation membership.
[ ] Applications, requested information, documents and progress tracking.
[ ] Service requests, messages and payment status where relevant.
[ ] Connections to the CRM or operating system used by the responsible team.

WHAT TO AGREE BEFORE BUILD
[ ] Client types, the tasks they need to complete and supported devices.
[ ] Required information, document handling and useful status messages.
[ ] Identity, permissions and who can view or act for each account.
[ ] Staff ownership, escalation, notifications and acceptance tests.

YOUR PROJECT NOTES
Business and industry:
Current systems and providers:
Users and operating roles:
Required workflow and exceptions:
Data, security and access requirements:
Timing and dependencies:
Success and acceptance criteria:

Discuss your requirements: https://lumoratech.com.au/contact/
This checklist supports a scoping discussion; it is not a quote or a commitment to deliver unspecified functionality.