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Client Portal u0026 Document Management

Software for Construction Materials Testing, Geotechnical and Inspection Firms

Store, share, and give clients access to project documents.

Project paperwork is difficult to organize and locate, and even digital files are often buried in emails and desktop folders. Having one repository that hosts project documents and can be accessed by all stakeholders, saves valuable time communicating project data. AgilePort is a client portal that supports document management and communication. All project data is collected and managed to facilitate efficient workflows, allowing you to easily prepare and respond to client requests for faster delivery of results and reports.

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Why CMT and geotechnical firms use MetaField’s client portal

Build unique brand differentiation
Save time sharing project reports
Instant access to project documents and details

Share project documents quickly and securely

MetaField makes it easy to publish and share approved project documents without sacrificing accuracy or control.

  • Fast publishing: Make reports available as soon as they are approved
  • Controlled access: Ensure only the right stakeholders see the right documents
  • Consistent delivery: Share deliverables through a single, reliable portal

Deliver a branded, professional client experience

MetaField allows firms to present project information through a branded client portal that reinforces professionalism and trust. 

  • Custom branding: Apply your firm’s branding for a polished client experience 
  • Report delivery: Deliver reports through a secure, modern interface

Give clients self-service access to historical project documents

MetaField provides a secure, searchable repository where clients can access current and historical project documents at any time. 

  • Centralized access: Store all project documents in one secure location 
  • Search and filter: Help clients quickly find the reports they need 
  • Anytime access: Allow clients to retrieve documents from anywhere, anytime

Ready to Transform Your Operations?

MetaField streamlines your workflows, driving accuracy, efficiency, and profitability for your business. Discover how we can meet your unique needs today.

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Client portal capabilities built for construction materials testing and geotechnical workflows 

Seamless integration with MetaField
Immediately publish and retract reports
Automate client email notifications
Customizable branding options
Internal user security and permissions
Access client viewing history

Customer Testimonial

MetaField provides a highly valued platform for deliverable repository and Client distribution, which is quick and user-friendly not only for internal NOVA staff, but for the benefit of our direct Clients and project collaborators. We are confident that our investment in MetaField has enhanced NOVA’s ability to remain an industry leader in the markets we serve.

Will Cantrell, Senior Principal

NOVA Engineering

Customer Testimonial

We aim to provide the best customer service in the industry. With MetaField we can send data to our clients immediately to get them information they need when they need it. Instead of waiting because I must go back to the office to type up the information and email it, I can send it right from the field. It is a great benefit for our clients, which is a big bonus for us.

Doug Smith, President

Soil Consultants Engineering

Customer Testimonial

We dialed into MetaField because it was as if it was designed exactly for our type of marketplace. Over time, we’ve looked at how we’ve improved the client experience and for the client deliverables we’re getting same day and next day service back to clients which is very important to us.

Dean McClure, President

TTL, Inc.

Accurately capture all billable work for payment

Once reports have been approved and delivered to clients, generating project invoices immediately follows to send for payment. MetaField, an operational workflow platform, enables firms to capture all billable hours and transactions to seamlessly create accurate invoices within the platform.

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