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
Delivery: Approximately 30 calendar days of active project work, excluding documented pauses for required client payment, information, access, decisions, confirmations, or third-party dependencies.
Client Operations Portal connects a branded client workspace with a staff workspace for one defined business process. The published scope covers up to eight screens, three roles, and two qualifying integrations. Pay in Full is $9,095; the Milestone Payment Plan totals $9,995. Review the included scope and exclusions before starting a project.
Flexible Project Payment
Choose between a $9,095 Pay in Full price or the $9,995 Milestone Payment Plan
Client Operations Portal is a fixed-scope software implementation engagement delivered through six defined milestones. The scope is the same under both options; the difference is payment structure and published price, not project scope. After you start the project, your secure project page shows Invoice #1 with its official Wave payment link, which is also emailed to you. Each later milestone invoice is issued only after you confirm the previous milestone, and is paid through its own Wave link.
| Milestone | Estimated active calendar 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 |
| Milestone plan total | $9,995 | |
The estimated implementation period is approximately 30 calendar days of active project work. It begins after the required first milestone payment or full payment is confirmed, the detailed project intake is complete, and the information and access needed for Milestone 1 have been received. Calendar days run consecutively while the project is active; they are not counted only on days when staff record work. The period excludes documented pauses while Northbridge waits for required client payment, information, access, decisions, confirmations, or third-party dependencies. Northbridge records each pause and its reason and communicates the revised estimate. The six milestone day ranges are sequencing estimates within that active calendar-day period, not guaranteed individual deadlines. Material scope changes require separate written approval and pricing.
Price, scope definitions and rights
The Pay in Full service price is $9,095. The Milestone Payment Plan service price is $9,995, and its six milestone service fees total exactly $9,995. Neither price includes tax. Tax is not added automatically; any tax Northbridge is legally required to collect for your transaction will be separately itemized, with the complete invoice total shown before payment. Third-party costs and optional scope changes are excluded and require separate authorization.
Pay in Full is a published one-time price of $9,095 — $900 less than the $9,995 Milestone Payment Plan, for the same scope. It creates one invoice for $9,095. After that payment is confirmed, all six milestones are marked Prepaid. The project still follows the same delivery, correction, confirmation, and defect-remediation process. No further invoices are issued for the published fixed scope; separately approved scope changes, if any, are quoted separately.
A core business screen is a distinct workflow screen identified in the Milestone 1 scope record; responsive layouts and ordinary states of that same screen do not count as separate screens. A qualified integration uses a documented, supported API, webhook, or connector that the client is authorized and licensed to use for the agreed data flow. Custom vendor development, unsupported legacy access, and additional integration objectives require a separate quote. Milestone 1 documents the included screens, roles, integration objectives, document functions, exclusions, and objective delivery criteria within the published package. These details do not reduce the purchased package or increase its price without separate written agreement. If the requirements do not fit, the client may continue within scope, approve a separately quoted change, or cancel under the Refunds & Cancellations Policy.
After a milestone delivery, the client may select Confirm Receipt & Continue or Request a Correction. A correction request holds the project at the current milestone and prevents issuance of the next milestone invoice until the identified delivery issue has been addressed. Northbridge will review the request against the approved scope, provide the correction or a written explanation of any proposed out-of-scope change, and obtain the client's confirmation to continue before issuing the next milestone invoice. Confirmation of receipt does not waive unresolved scope defects or applicable defect-remediation rights.
Cancellation does not accelerate future unpaid milestones or make the remaining project balance due. If an invoice has already been issued for a future milestone whose work has not begun, Northbridge will cancel that invoice, except for separately itemized work actually performed or non-cancellable costs expressly authorized by the client before cancellation. The client remains responsible only for earned work and authorized non-cancellable costs under this Policy, without double counting amounts already paid. Issuing an invoice alone does not make unperformed work earned.
On cancellation, Northbridge provides an itemized calculation of the earned amount for work actually performed and any non-cancellable commitments or third-party costs expressly authorized by the client. Northbridge will not count the same work or cost twice, and an invoice, reservation of capacity, or internal allocation alone does not make the entire milestone fee earned. Payments received above the earned amount are the unearned balance and will be refunded. This calculation applies to both milestone payments and full prepayment. Approved refunds are initiated within 5 business days after written approval; provider and bank posting times may take longer.
Client Operations Portal includes 30 calendar days of defect-remediation coverage beginning when final production deployment and administrator handoff are both complete. Northbridge records and communicates that date. Confirmation of a milestone does not shorten this period or waive unresolved scope defects. Ongoing maintenance and new requirements are scoped separately.
Your ownership and license rights are set by the Client Operations Portal Ownership & License Terms, which are reviewed and affirmatively accepted before Invoice #1 is created. They cover assignment of Project-Specific Deliverables after payment of the applicable amounts for the relevant delivered work, retained Northbridge Background Technology and its embedded license, third-party and open-source components, Client Materials, final handoff, and rights to separable paid-and-delivered milestone work if the engagement ends early. No later invoice, payment notice, administrative message, or milestone report changes those rights.
Client Operations Portal Ownership & License Terms (version client-operations-portal-ownership:2026-09-26-v1)
What each milestone delivers
- 1. Project Definition & Architecture: Written scope record and implementation plan (workflow requirements, feature scope, roles, access, integrations, structure).
- 2. Application Foundation: Working application foundation with sign-in, role-based access, core data model, and navigation available for review.
- 3. Client Portal Implementation: Client-facing portal screens (dashboard, intake/workflow, submissions, approved documents, status tracking) available for review.
- 4. Staff Operations & Integrations: Staff workspace with request management, assignment, status controls, agreed notifications, approved integrations, and activity history.
- 5. Testing & Refinement: Testing summary covering functional, access-control, workflow, and applicable integration tests, with approved in-scope corrections applied.
- 6. Deployment & Handoff: Production deployment, final verification, administrator documentation, and the administrator handoff session.
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.
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
Client Operations Portal includes 30 calendar days of defect-remediation coverage beginning when final production deployment and administrator handoff are both complete. Northbridge records and communicates that date. Confirmation of a milestone does not shorten this period or waive unresolved scope defects. Ongoing maintenance and new requirements are scoped separately.
Questions about Client Operations Portal
Purchase and fulfillment
Started from this page with Start Project — full payment or milestone payment plan, separately invoiced
- Price and payment structure
Pay in Full $9,095 (one invoice) or Milestone Payment Plan totaling $9,995: $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 calendar days of active project work, excluding documented pauses for required client payment, information, access, decisions, confirmations, or third-party dependencies.
- Cancellation and refunds
No automatic recurring charges. Cancellation does not accelerate future unpaid milestones or make the remaining project balance due. If an invoice has already been issued for a future milestone whose work has not begun, Northbridge will cancel that invoice, except for separately itemized work actually performed or non-cancellable costs expressly authorized by the client before cancellation. The client remains responsible only for earned work and authorized non-cancellable costs under this Policy, without double counting amounts already paid. Issuing an invoice alone does not make unperformed work earned.
- On cancellation, Northbridge provides an itemized calculation of the earned amount for work actually performed and any non-cancellable commitments or third-party costs expressly authorized by the client. Northbridge will not count the same work or cost twice, and an invoice, reservation of capacity, or internal allocation alone does not make the entire milestone fee earned. Payments received above the earned amount are the unearned balance and will be refunded. This calculation applies to both milestone payments and full prepayment. Approved refunds are initiated within 5 business days after written approval; provider and bank posting times may take longer.
- 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. After successful Start Project submission, Northbridge creates the project and Invoice #1 and takes you directly to secure payment. A payment link is also emailed as a backup; you do not need to wait for that email. No charge is submitted on the Start Project form. Detailed intake unlocks only after trusted confirmation of the first milestone payment or full payment. 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. Direct-purchase products are paid through a Wave invoice. After you submit the order form, Wave (Wave Financial) presents a secure payment page for the published price; card and bank details are entered only on Wave’s payment page and are never sent to or stored on Northbridge systems. Northbridge may receive and retain payment status, amount, invoice number and payment-method type reported by Wave. Every Wave payment is reviewed by Northbridge before the order is confirmed, and work begins only after confirmed payment and complete intake. 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.
Other fixed-scope engagements
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A written review of one workflow with prioritized automation opportunities and a recommended next step.
A written technical assessment of one proposed system integration, including connectivity options, access requirements, major constraints, risks, and a recommended implementation direction.
An implementation-ready plan documenting the workflow, integrations, risks, and rollout for one primary automation.
A working, interactive non-production prototype of one business workflow, built with synthetic data and simulated integrations.
Implementation of one clearly defined workflow at a predictable fixed price, with scope confirmed before start.
A focused internal web application for one clearly defined business function, delivered at a predictable fixed price.
Ready to talk about your project?
Start with a paid consultation, or request a written proposal for a larger engagement.