01 · Self-service & user portals

What your users come to get done.

Apply Agency builds modern self-service for customers, members and users: a place where they can log in, see their data, understand their options and finish the task without calling, writing or waiting. We build it on your systems and for the reality they have to work in.

If this is you

When a website is no longer enough.

You have the content, the data and the processes. But users still have to search, call or wait for a person to move something from one system to another. We bring the most important tasks together in a simple user experience and connect it to what already runs the business.

The portal, the agent and the editor's tools share the same secure access to data and actions in your CMS, CRM and business systems. CMS CRM Membership Cases Finance Databases Data and actions API · access · rights MCP server Controlled access User portal In-app agent Editor tool Own AI client Modern self-service Your systems Several ways in
The portal, the agent and the editor's tools share the same secure access to data and actions in your CMS, CRM and business systems.

The portal, the agent and the editor's tools share the same secure access to data and actions in your CMS, CRM and business systems.

What we take responsibility for

01

The user journey

We start with what the customer or member is actually trying to get done, not with a list of features.

02

Login, roles and permissions

The right person sees the right data and can carry out the actions their role allows.

03

Data and actions

The portal talks to CRM, membership, case and finance systems. No new source of truth on the side.

04

The platform underneath

CMS, frontend, integrations and operations should be easy to understand, upgrade and keep developing.

The foundation

Platforms that can carry the next step

We don't pick the platform first. We choose it based on the task, the organisation and what you already have. We can build new, modernise and take over.

  • Customer portals
  • Member portals
  • Self-service flows
  • Umbraco
  • Sitecore
  • Composable CMS
  • MitID and identity
  • CRM and business systems

A typical flow

From question to action in the same solution

A member logs in, sees their details from the membership system, changes an appointment and gets a receipt. If the task gets too complex, it goes on to a person with context and history. The user doesn't have to start over.

How we work

From need to something that works

We follow the task from the first user needs to day-to-day operations. You see working software early, and we keep the user experience and the technical reality in the same room.

Find the task → Bring data and access together → Build the experience → Measure and improve The next step follows on Understand 01 Connect 02 Build 03 Improve 04 Quality in every change Human review and automated checks Review Test Release From the first decision to the next improvement
Find the task → Bring data and access together → Build the experience → Measure and improve
  1. 01

    Find the task

    We talk to users, service staff and the people who own the systems. Together we choose the tasks worth making simpler.

    You get A sharp scope and shared priorities.

  2. 02

    Bring data and access together

    We map the data, integrations, roles and the actions the self-service needs to perform.

    You get A secure foundation without a new source of truth on the side.

  3. 03

    Build the experience

    We build and test the most important flows with real data and real use cases. You can follow along all the way.

    You get Working self-service, not just screenshots.

  4. 04

    Measure and improve

    Once the solution is in use, we track errors, friction and new needs and deliver improvements in small steps.

    You get A solution that gets easier to use over time.

Shall we look at your solution together?

Tell us where the self-service, the platform or the operations are pinching. Then we will have a short chat about what is worth solving, and what is not.