Live demo · Board
Client Portal
Client-specific files, projects, messages, invoices and approvals.
Try it: Client Portal prototype
Add your business name and colour, click around, then reset whenever you like. It runs entirely in your browser with sample data.
What this demo shows
- Create, move and delete items
- Board and list views
- Filters, priorities and due dates
- Approvals or sign-off steps
Added in the full build for your business
- Team accounts and notifications
- File attachments and comments
- Time tracking and Gantt view
- Client logins and automatic updates
Overview
What it does
Client-specific files, projects, messages, invoices and approvals.
Who needs it
Agencies, consultants, accountants, lawyers and builders.
Problems it solves
- Clients chase updates
- Approvals and invoices by email
- Files shared insecurely
Use cases
- Clients log in to see projects, invoices and messages in one place.
- Approvals happen in the portal with a clear record.
- Files are shared securely instead of by email.
Key features
- Client-specific files
- Projects and task status
- Messages
- Invoices
- Approvals
Possible integrations
- Single sign-on
- Cloud storage (Drive, OneDrive, S3)
- Email and notifications
- Calendars
- E-signature and document tools
Business benefits
- Less time hunting for files and updates
- Clear accountability and audit trails
- Secure sharing with clients and partners
Before and after
An illustrative example of the change, not a specific client's result.
Before
Clients email for updates and files.
After
Clients log in for status, files, approvals and invoices.
How we'd build yours
- Step 1
Free strategy call
We learn how your business works and what success looks like.
- Step 2
Scope & prototype
We agree the first version and show you a clickable prototype.
- Step 3
Build & integrate
We build it with your branding, data and the tools you already use.
- Step 4
Launch & train
We test on real devices, launch, and show your team how to use it.
- Step 5
Support & improve
Monthly improvements based on usage and results.
Questions
What does a Client Portal do?
Client-specific files, projects, messages, invoices and approvals. Typical features include client-specific files, projects and task status, messages.
Who is it for?
Agencies, consultants, accountants, lawyers and builders.
Is the demo on this page the finished product?
No. It's a working prototype with sample data so you can try the board and customise it. The version we build for you uses your own data, branding, logins and integrations.
How long does it take to build?
It depends on the scope. We start with a short discovery, agree the first version (MVP), and give you a fixed timeline and quote before any build starts.
How much does it cost?
Our published monthly plans start at $99/month (Starter). One-off builds like this are quoted after a free strategy call, so you only pay for the features you need.
Can it connect to the tools I already use?
Usually, yes. Common connections include WhatsApp, email, payments, your CRM. We confirm what's possible for your tools during discovery.
Related solutions
- Team ChatChannels, direct messages and file sharing for your team.
- Video Meeting PlatformBranded meeting rooms with scheduling, recording and waiting rooms.
- Internal Knowledge BaseSearchable documentation with versions, permissions and feedback.
- Document CollaborationReal-time editing, comments, suggestions and version history.
Want this for your business?
Tell us what you need. You'll get a clear scope, timeline and quote, and a prototype built around your business.