Precision Accounting
Accounting & Finance
Precision Accounting
Tax season meant drowning in client emails with sensitive documents. Clients emailed receipts and st...
Professional Services📍 Adelaide, SA
Heritage Genealogy Services
Genealogy Research: Client Portal for Family Tree Projects
+95%
Project Transparency
+88%
Client Satisfaction
72%
Referral Rate
⚡The Challenge
Genealogy researcher managed long-term family tree projects through email. Clients wanted progress updates without bothering researcher. Document sharing chaotic. Family tree versions confusing. Needed organized project management system.
💡Our Solution
Built genealogy website with client project portals. Clients see research progress, discovered ancestors, source documents. Interactive family tree updates automatically. Upload family photos and documents. Secure messaging for questions. Project milestones tracked. Final reports delivered through portal.
📊The Results
+95%
Project Transparency
Clients see progress
+88%
Client Satisfaction
Portal engagement
72%
Referral Rate
Happy clients refer family
“Project portal transformed client experience. They see discoveries as I find them. Family tree grows in real-time. Document sharing organized. Clients love watching their family history unfold. Essential for genealogy practice.”
RM
Rebecca Morrison
Principal Researcher, Heritage Genealogy
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