# Client portal first-release requirements
Business:
Customer problem and evidence:
Current workflow:
Proposed first journey:
Start:
Recorded finish:

## People and records
Customer organisations:
Customer contacts:
Staff roles:
Projects / requests / review items:
Relationships between people and records:

## Actions
Allowed action:
Role:
Which records:
Denied cases:
Who approves the rule:

## Workflow
States:
Who changes each state:
Required information:
Customer confirmation:
Staff result:
Notifications:
Delivery failure:
Exception:

## Files and content
Material stored:
Current version:
Upload and review responsibilities:
Replacement / removal:
Internal-only material:
Customer-visible material:

## Operating plan
Account recovery:
Access removal:
Support owner:
Important provider accounts:
Monitoring:
Data handling assessment:
Recovery:
Recurring cost:
Unresolved questions:

## Pilot and acceptance
Authorised test users:
Sample data:
Normal task:
Meaningful exception:
Allowed / denied access tests:
Device checks:
Evidence:
Limitations:
Launch decision: