Fixed-Scope Engagement

Client Operations Portal

A branded client portal connected to your team’s service workflow. Bring client requests, documents, progress updates, approvals, and internal operations into one structured web application. Northbridge designs and implements a tailored client-facing portal with a connected staff workspace for one defined business process.

Engagement details

$9,995Total fixed project price · USD

Delivery: Approximately 30 project days, excluding documented project pauses

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Flexible Project Payment

Total project price: $9,995

Client Operations Portal is a fixed-scope software implementation engagement delivered through six defined milestones. Choose either a full project payment or milestone-based billing. Payment instructions or a secure payment link will be provided on the applicable invoice.

Pay in Full

$9,995

One payment covering the published fixed project scope. The project still follows the same milestone delivery, reporting, review, and defect-remediation process. Paying in full does not change scope or guarantee faster completion.

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Milestone Payment Plan

Start with $1,995

The remaining project amount is paid through five additional milestone invoices as the project progresses. Each subsequent milestone is separately invoiced after the preceding milestone has been delivered and you have confirmed receipt.

There are no automatic recurring charges. Future milestone payments are not automatically charged to a stored payment method.

Milestone payment schedule
Milestone	Active project days	Payment
1. Project Definition & Architecture	Days 1–4	$1,995
2. Application Foundation	Days 5–9	$1,850
3. Client Portal Implementation	Days 10–14	$1,650
4. Staff Operations & Integrations	Days 15–20	$1,800
5. Testing & Refinement	Days 21–25	$1,400
6. Deployment & Handoff	Days 26–30	$1,300
Total		$9,995

Typical implementation timeframe: approximately 30 project days, beginning after the required payment is confirmed, the project intake is complete, and the information and access needed for Milestone 1 have been received — not on payment alone. Milestone days are sequencing estimates, not calendar guarantees. Active project days count only while Northbridge is actively working. The timeline pauses while we are waiting for client information, access, decisions, milestone confirmation, clarification, payment of the next milestone invoice, or third-party dependencies. Material scope changes require separate written approval and pricing.

This package covers the published fixed scope.

If the submitted requirements materially exceed the published Client Operations Portal package, Northbridge will notify you before performing substantive out-of-scope work. You may continue within the published scope, approve a separately quoted change, or request cancellation. The price is never increased automatically.

Any expanded scope requires separate written approval.

If the project cannot reasonably be performed within the published package, cancellation/refund handling will follow the applicable Refunds & Cancellations Policy.

What happens after payment?

1. Complete your project intake
After your first payment is confirmed, you will receive access to your secure project intake.
2. We define the implementation
Northbridge uses the submitted information during the first milestone to confirm workflow details, roles, integrations, and implementation requirements within the published package.
3. Receive milestone deliveries
At the completion of each stage, you receive a milestone report and applicable deliverables.
4. Confirm and continue
For milestone-plan projects, after confirming receipt of a completed stage, the next milestone invoice is issued.

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Who it is for

Service businesses that manage client requests, documents, approvals, and status updates across email and spreadsheets, and want one structured portal for one defined business process. The package is designed for one approved process and one business — it is not an unlimited custom-development engagement.

Common use cases

Authenticated client access
Client intake forms
Document upload
Request/status tracking
Staff operations dashboard
Task or ownership assignment
Email notifications
Approval workflows
Activity history
Basic operational reporting
Up to two approved external-service integrations

What is included

One web application
Client-facing and staff-facing areas
One agreed business/service workflow
Up to 8 core business screens total
Up to 3 defined user roles
Up to 2 qualified third-party integrations
Browser-responsive interface
Workflow/status logic
Agreed notifications
File/document functionality where approved
Basic operational dashboard/reporting
Testing
Production deployment
Administrator documentation
Administrator handoff
30 calendar days of post-launch defect-remediation coverage

What is not included

Complete CRM replacement
ERP replacement
Native iOS/Android applications
Large historical-data migrations
Payment-processing functionality inside the delivered portal
Complex regulated-data requirements
Unsupported legacy-system integrations
Unlimited integrations
Unlimited screens/features
Ongoing maintenance
Third-party subscription fees
Hosting/provider usage charges unless explicitly included in the approved scope

Delivery process

Review the published scope and start the project (first or full payment)
Paid project intake after payment confirmation
Milestone 1 — Project Definition & Architecture (Days 1–4)
Milestone 2 — Application Foundation (Days 5–9)
Milestone 3 — Client Portal Implementation (Days 10–14)
Milestone 4 — Staff Operations & Integrations (Days 15–20)
Milestone 5 — Testing & Refinement (Days 21–25)
Milestone 6 — Deployment & Handoff (Days 26–30)

Client requirements

One defined business process for the portal to manage
A responsive decision-maker available throughout the project
Timely information, credentials, and system access
Milestone review and confirmation
Confirmation that any third-party subscriptions and hosting are in place

Revision policy

Each milestone is delivered with a completion report. If a delivered item does not match the approved milestone scope, you can request a correction before confirming receipt. Material scope changes require separate written approval and pricing.

Support period

30 calendar days of post-launch defect-remediation coverage after production deployment. Ongoing maintenance is scoped separately.

Questions about Client Operations Portal

After your first payment (or full payment) is confirmed. You review the published fixed scope first, start the project, and pay Invoice #1. The intake then becomes available on your secure project page and by email, and Northbridge uses it during Milestone 1 to confirm requirements within the published package. If your requirements materially exceed the package, Northbridge contacts you before substantive implementation begins; expanded scope requires separate written approval.

One web application with client-facing and staff-facing areas for one agreed workflow: up to 8 core screens, up to 3 user roles, up to 2 qualified integrations, testing, production deployment, administrator documentation and handoff, and 30 calendar days of post-launch defect-remediation coverage.

Yes. When you start the project you can choose the published six-payment plan: $1,995, $1,850, $1,650, $1,800, $1,400, and $1,300 — a $9,995 total. Each payment is separately invoiced.

Yes, where the full-payment option shown for the project is available. Paying $9,995 in full does not change the published scope, milestone delivery process, review process, or defect-remediation coverage.

No. It is a fixed-price, one-project professional-service engagement. The milestone payment plan is milestone billing for defined project stages — not a subscription, financing, or automatic recurring payment.

No. Nothing is charged automatically. The next milestone invoice is issued only after the preceding milestone has been delivered and you have confirmed receipt, and work on that milestone begins after its payment is confirmed.

After the required payment is confirmed, the project intake is complete, and Northbridge has received the information and access reasonably required to begin Milestone 1. Payment alone does not start the timeline. Approximately 30 project days is an estimate, not a guaranteed calendar deadline.

The active timeline pauses while Northbridge is waiting for required information, credentials, access, decisions, milestone confirmation, the next milestone payment, or third-party dependencies.

It records that you received the milestone deliverables and allows the project to proceed. It does not waive unresolved scope defects or your defect-remediation rights.

The project is held at the current milestone while Northbridge reviews the identified scope issue. The next milestone invoice is not generated until the delivery issue has been addressed and the milestone can proceed.

Northbridge will identify material scope differences before performing substantive out-of-scope work. You may continue within the published scope, approve a separately quoted change, or request cancellation under the Refunds and Cancellations Policy. The price is never increased automatically, and you are not required to purchase a larger engagement.

No. Third-party subscriptions, licenses, API usage, cloud hosting, storage, email delivery, vendor fees, and paid platform access are not included unless expressly stated in writing, and Northbridge will not commit you to a third-party cost without your authorization.

Cancellation before substantive work on a paid milestone begins may qualify for a refund of the unearned amount. Work already performed may be retained, and future milestones that were not invoiced or paid do not become due because you cancel. Full prepayments are refunded for any approved unearned balance. See the Refunds and Cancellations Policy.

Milestone 6 completes production deployment, administrator documentation, and handoff. The 30-day defect-remediation period begins on the final deployment and handoff date. Ongoing maintenance is available through a separate agreement.

Failures of delivered functionality to conform materially to the approved scope. New features, screens, roles, integrations, changed requirements, expanded workflows, third-party platform changes, and ongoing maintenance are not included.

The Client Operations Portal has a published fixed scope and payment structure. The first payment begins paid onboarding; the detailed intake provides the workflow, users, systems, and integration information needed to perform Milestone 1 within that published scope. Submitting a requirement through the intake does not expand the package.

Full CRM or ERP replacement, native mobile apps, payment processing inside the delivered portal, large historical-data migrations, unlimited integrations, screens, users, storage, or revisions, unsupported legacy systems, regulated-data compliance work, third-party and hosting fees unless stated in writing, ongoing maintenance, additional workflows, and multi-tenant SaaS platforms for resale.

No. Paying in full removes the need for later milestone invoices, but the project follows the same six milestones, reviews, and timeline.

Purchase and fulfillment

Started from this page with Start Project — full payment or milestone payment plan, separately invoiced

Price and payment structure: Total fixed project price $9,995. Pay in full ($9,995) or milestone payment plan: $1,995, $1,850, $1,650, $1,800, $1,400, $1,300. No automatic recurring charges.
What must happen before work begins: Work begins after payment of the first invoice (or full payment) is confirmed, the paid project intake is completed, and the information and access needed for Milestone 1 are received.
Delivery timeframe: Approximately 30 project days, excluding documented project pauses
Cancellation and refunds: No automatic recurring charges. If the project cannot reasonably be performed within the published package, cancellation and refund handling follow the Refunds and Cancellations Policy. After payment, cancellation before substantive work on a paid milestone begins may qualify for a refund of the unearned amount; unpaid future milestones do not become due because you cancel.
Refunds are calculated on work performed, work reasonably committed, and approved non-cancellable third-party costs.
Delivered and confirmed milestones are generally earned, subject to defect-remediation obligations and rights that cannot lawfully be excluded.
A full prepayment is not automatically non-refundable.
See the Refunds and Cancellations Policy.
Review, acceptance, revisions, and support: Each milestone ends with a completion report. You confirm receipt of the deliverables before the next milestone proceeds, or request a correction if a delivered item does not match the approved scope. Confirming receipt does not waive defect-remediation coverage.
Customer responsibilities: Contact and company details
A description of the business process the portal should manage
Expected users, current tools, requested features, and integrations
What would make the project successful

This project is not sold through a public card checkout. Review the full scope, milestones, and payment schedule below, then select Start Project to choose Pay in Full or the Milestone Plan. Invoice #1 is issued with payment instructions or a secure payment link; your project intake becomes available after payment is confirmed. The package covers the published fixed scope.

Customers are shown the applicable service scope, delivery terms, cancellation and refund policy, and Terms of Service before purchasing. Card entry occurs only on the payment gateway's secure payment fields. Secure online card payments are processed through our NMI payment gateway, and Northbridge does not collect or store payment-card details. Please do not submit complete payment-card numbers, security codes, banking credentials, or passwords through Northbridge inquiry or support forms.

Doesn't quite match your situation?

If your requirement is broader, more specialized, or spans multiple systems, Northbridge will evaluate it as a custom engagement instead.

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