Your team shouldn’t have to chase every client update.
We build client portals, reporting dashboards, and integrations for agencies whose work is scattered across spreadsheets, inboxes, and disconnected tools. Start with the workflow costing your team the most time.
Direct access to the builder · English & Spanish · Defined scope
Illustrative preview · sample data
Businesses we have worked with
Where does client work get stuck?
- 01Client onboarding stalls while your team chases files, access, and approvals.
- 02Someone rebuilds the same client report from several tools every month.
- 03Requests and follow-ups get buried in inboxes with no clear owner.
- 04You want to improve the workflow, but need to know what is worth building first.
Fix the workflow holding your team back.
Start with one bottleneck in onboarding, reporting, or follow-up. We define the solution and implementation scope together.
Client portals & onboarding
Give clients one place to submit requests, share information, and review progress. Define ownership so your team knows what needs attention.
- Client intake and request forms
- Access and approval workflows
- A shared view of project status
We scope the first workflow before adding more.
Reporting dashboards
Bring the agreed metrics into one view so your team can review performance without rebuilding the same spreadsheet every reporting cycle.
- Defined metrics and data sources
- Client and internal reporting views
- Data freshness and missing-data indicators
Coverage depends on the data and API access available.
Connected workflows
Move information between the tools you already use. Add clear triggers, review steps, and exception handling where work currently falls through.
- CRM and business-tool integrations
- Follow-up and handover workflows
- Human review for important actions
AI is included where it serves a defined task.
Engagements begin with a defined scope. Your proposal separates implementation, ongoing support, and third-party running costs. We agree on what to measure before rollout.
A clear path from problem to rollout.
Assess one workflow
We review how work moves today, the tools involved, and the bottleneck. For complex projects, a paid assessment defines priorities and estimated value.
Build a focused solution
Agree on deliverables, costs, responsibilities, and acceptance criteria. Review working progress before rollout.
Measure and improve
Compare the agreed baseline with actual results. Arrange maintenance and further improvements under a separate support scope.
Built around how your team works.
Understand before building
We ask who does the work, where it stalls, and what a better result would look like before recommending software or AI.
Work directly with the builder
Discuss decisions with the people implementing your portal, dashboard, or integration. Communication is available in English and Spanish.
Know what you are paying for
Your proposal defines deliverables, running costs, and handover. Maintenance and future changes have an agreed scope.
Questions before you build.
What does Codiable build for agencies?
Codiable builds scoped client portals, reporting dashboards, and integrations for agency onboarding, reporting, and follow-ups. The work begins with a specific workflow, its tools, and a defined implementation scope.
What is an agency workflow assessment?
It is a review of how a recurring task moves through your team, where it stalls, and what an improvement would require. For complex projects, a paid assessment defines priorities and estimated value before implementation.
Can Codiable connect our existing tools?
Integrations are scoped around your current tools and the API access, permissions, and data available. We define triggers, review steps, and exception handling before rollout. Feasibility is checked before an integration is promised.
Does every workflow need AI?
No. A form, clearer ownership, a dashboard, or a direct integration may solve the problem. AI is included only for a defined task, with review steps where important actions require human judgment.
How are pricing and ongoing support handled?
Each proposal defines deliverables, responsibilities, acceptance criteria, and cost. Implementation, third-party running costs, and ongoing support are separated. Maintenance and future improvements have an agreed scope.
Where is Codiable based, and can we work in English?
Codiable is based in Nicaragua and serves US agencies remotely. Communication is available in English and Spanish, with direct access to the people building your solution.
Practical guide
Agency workflow audit: choose what to automate first
A practical agency workflow audit checklist for onboarding, reporting, and follow-ups. Compare recurring effort, exceptions, costs, and a measurable pilot.
Use the checklist to assess one workflow →Which workflow needs attention?
Tell us what slows down client onboarding, reporting, or follow-up. We’ll discuss a focused next step.