Lightbulb A renewal workspace
A professional practice can show the client a service history, outstanding questions and the actions agreed for their next review.
Turn your service into a client product.
Let a client start a request, a partner see the progress they are entitled to and your staff deliver the service. Build the experience around the work each person actually does.
Project terms and handover
You can commission this work independently of Lightbulb Partners Agent. Before building, we agree who may access your data, how ownership and licensing work, and how your team will test and accept the handover.
Custom product development
Give each role its own view of the work.
A product can serve customers directly, reach them through partners or give staff an operating workspace. Define which records each role can see, change and hand over.
A referral console
Issue a referral invitation with an expiry date and let each partner follow its own cases. Keep client documents and internal review notes within the roles permitted to see them.
A fulfilment workspace
Assign work to a team, schedule the next action and record delivery. Staff can see what was promised and communicate progress back to the client.
Illustrative workflow
A partner refers a client for a renewal review.
A professional practice serves clients referred by partner firms. The client needs to know what to do next, while the referring partner needs a status update.
01 / Partner
Refer the request
The partner records the service requested and receives a referral reference. Its console shows whether the practice has accepted the referral.
02 / Client
Prepare for the review
The client checks their existing details, notes what has changed and selects a meeting time. Their answers go to the team conducting the review.
03 / Staff
Deliver and close the loop
The practice records the outcome and next service date. The client receives the agreed summary and the partner sees the permitted completion status.
Scoping the build
Agree on the first release.
Which work belongs in the portal?
Pick one service journey from first request to completion. We document the client experience, internal ownership and permissions. If formal intake is the main challenge, explore our onboarding and case workflow service.
How does it work with our existing systems?
We identify which system owns each record and agree what may be transferred. Hosting, data access, project IP and handover are part of the written project scope.
Where could an agent help?
An agent can be scoped to prepare an evidence pack or flag conflicting details for review. A portal can also operate entirely through forms, rules and human decisions.
Project enquiries
Where does a client case get stuck?
Tell us which clients use the service, who reviews each case and where information gets lost. After discovery, you’ll receive a proposal covering the first release, milestones and acceptance criteria.