Client Portals & Proposals2025

DOT

A secure digital space where proposals become conversations.

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The DOT client portal showing a secure proposal view.
Challenge

The company was sending proposals as email attachments — PDF decks that were easy to forward, impossible to track, and stripped of any controlled presentation experience. Clients received proposals in a context the business couldn't shape or protect.

What We Built

DOT was built as an internal tool for a company that needed a better way to share proposals with clients. The challenge was creating something that felt premium and trustworthy while keeping access secure and the experience completely focused on the content.

Approach

The design strips away everything that isn't the proposal itself. A calm, minimal interface lets the content do the work, while secure access controls ensure only the right people see what they're meant to see.

DESIGN INTENT

A focused platform where proposals land with the clarity and professionalism they deserve.

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