Live demo · Board
Client Portal
A secure login where clients see progress, files, 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
A secure login where clients see progress, files, invoices and approvals.
Who needs it
Agencies, consultants, accountants, builders and any business with ongoing client projects.
Problems it solves
- Status updates by email all day
- Files in five places
- Approvals and invoices chased manually
Use cases
- An agency shares project progress, files and invoices with each client privately.
- A builder posts site photos and approval requests for homeowners.
- An accountant collects documents and gets sign-off on returns.
Key features
- Login
- Project progress
- Files and messages
- Invoices
- Approvals
Possible integrations
- Single sign-on and secure login
- Document storage
- CRM, ERP and accounting systems
- Email, SMS and WhatsApp alerts
- Maps and search services
Business benefits
- Self-service that cuts support calls and emails
- One secure place for documents, status and messages
- Clear audit trails and permissions
Before and after
An illustrative example of the change, not a specific client's result.
Before
Clients email 'any update?' and dig through threads for files.
After
Clients log in to see status, approve work, download files and pay 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?
A secure login where clients see progress, files, invoices and approvals. Typical features include login, project progress, files and messages.
Who is it for?
Agencies, consultants, accountants, builders and any business with ongoing client projects.
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?
Standard websites usually take 2–3 weeks; complex e-commerce or custom builds take 4–8 weeks. You get a fixed timeline after a free strategy call.
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
- Employee PortalPolicies, announcements, documents and self-service for your team.
- Vendor PortalSuppliers submit invoices, documents and delivery updates in one place.
- Customer Self-service PortalCustomers manage accounts, orders, returns and tickets without contacting you.
- Job BoardA niche or regional job board with employer accounts and candidate profiles.
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.