Client portal

Check usage behaviour

Track activity, document volume and portal usage.

The usage overview helps identify open tasks, missing documents and recurring process issues for a client. It supports workflow management, not covert employee monitoring.

Useful indicators

Review uploads, open requests, review backlog, exports and recent portal activity for the agreed period. Individual values always require business context.

Interpret anomalies

Many errors may result from poor scan quality, a wrong profile or unclear responsibility. Clarify the cause with the client before taking action.

Respect privacy

Use only necessary activity data and restrict access to authorised roles. Do not export personal usage profiles without a clear purpose and legal basis.