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For service and B2B businesses

My clients keep emailing for status, documents and invoices.

A client portal gives them a login for what they need, and gives your team one record behind it instead of an inbox.

Plan a client portalWhat clients can do

What a portal can offer your clients

  • Order and project status

    Live status and history from your internal system, without a request to your team.

  • Documents and files

    Contracts, invoices, reports and uploads kept in one place with access controls.

  • Requests and approvals

    Clients submit change requests or approve deliverables with a recorded decision.

  • Invoices and payments

    View invoices, download statements and pay online through your payment provider.

  • Messaging and notifications

    Updates reach clients by email, with the conversation attached to the relevant record.

What the current approach costs

  • Repeated status questions

    Account managers spend hours answering what a screen could tell the client.

  • Documents in many places

    Files travel as attachments, and nobody is sure which version is current.

  • No audit trail

    It is hard to prove who received or approved what, and when.

How a portal connects to your business

  1. Client interface

    A fast, accessible web app with invitations, sign-in and a simple navigation model.

  2. Access control

    Each client sees only their own records, with roles for their staff.

  3. Sync with internal systems

    Orders, projects and invoices are read from your CRM, ERP or database through integrations.

  4. Notifications and audit

    Events trigger emails and are recorded for later reference.

Practices that protect client data

  • Strict tenant scoping

    Every query is limited to the signed-in client's records, and cross-client access is tested.

  • Role-based access

    Client admins and users have different permissions, and your staff access is logged.

  • Secure file handling

    Uploads are type-checked and size-limited, and downloads require authorisation.

  • Encrypted transport and secrets

    Traffic uses TLS, and credentials are held in a secret store.

How we deliver a portal

  1. Pick the first three questions

    We find the questions clients ask most and design the portal to answer those first.

  2. Connect the data source

    We confirm where the data lives and how current it must be.

  3. Build and pilot

    A few friendly clients use the first version and tell us what is missing.

  4. Invite everyone

    Onboarding emails, help content and support routes go live together.

Typical timeline for a portal

Typical durations for this kind of work. Real timing depends on scope, integrations and how quickly decisions are made.

  1. Discovery

    1 to 3 weeks

    Client questions, data sources, roles and scope.

  2. First release

    6 to 12 weeks

    Accounts, the core views and integrations.

  3. Pilot and rollout

    2 to 4 weeks

    Feedback from early clients, then wider invitations.

Questions about client portals

Can the portal use our existing data?

Usually yes. We read from your current systems through APIs or a controlled data layer, so you do not enter anything twice. How current the data is depends on those systems.

Will clients actually use it?

They do when it answers real questions faster than email. That is why we start from the most common requests, and test with a small group before inviting everyone.

Can we use single sign-on?

If your clients use common identity providers, we can support it. Otherwise standard email-and-password with extra verification is an option.

Which questions do your clients ask most?

List them and we will show how a portal could answer them.

Plan a client portal

Tell us about your clients and what they need

Who are your clients, which questions do they ask repeatedly, and where does the data live today?

We use your details only to answer this inquiry.