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Client Portal
Your Engagement, in One Place
Agreements, invoices, payment schedules, documents, deliverables, and messages — kept together for the life of your engagement.
Preview — the portal is not yet active. This page shows what the client portal will look like. Sign-in is disabled and no account data is stored or transmitted. Until the secure portal launches, agreements, invoices, and documents are handled directly by email at info@streamstrategiesgroup.com.
What It Will Hold
- Client agreements — your signed scope of work and engagement agreement, available any time.
- Invoices and payment history — what has been issued, what has been paid, and what remains.
- Payment schedules and balances — upcoming due dates for milestone or installment arrangements.
- Documents and deliverables — assessments, strategies, roadmaps, and process documentation as they are produced.
- Messages — engagement correspondence in one thread instead of scattered across email.
- Profile and contact information — update your own details without emailing a change request.
Sample View
Item
Date
Amount
Status
Engagement Agreement
Growth Engagement — signed
Growth Engagement — signed
Mar 03
—
Executed
Invoice 1041
Milestone 1 — assessment
Milestone 1 — assessment
Mar 10
$4,000.00
Paid
Invoice 1058
Milestone 2 — strategy & roadmap
Milestone 2 — strategy & roadmap
Apr 14
$3,500.00
Due Apr 28
Written Assessment
Deliverable — 18 pages
Deliverable — 18 pages
Mar 28
—
Delivered
90-Day Roadmap
Deliverable — in progress
Deliverable — in progress
Apr 30
—
Scheduled
Illustrative sample data. Not a real client engagement.
Sign In
Client Login
The secure portal is in development. Sign-in is disabled on this preview.
Need a document, invoice, or agreement in the meantime? Email info@streamstrategiesgroup.com or call 877-708-0103.