A secure login area where clients see their projects, files, invoices and approvals - and stop emailing you for updates. We'll help you scope it, price it, and build it right the first time.
A client portal is a private, login-protected area of your website where each client sees exactly what belongs to them: project status, shared files, invoices, approvals, appointment history, support requests. Done well, it makes a small business feel like a big one - and quietly eliminates the daily flood of "any update?" emails.
Done poorly, it becomes an expensive ghost town nobody logs into. The difference is almost always in the planning - which features make the first version, which platform it's built on, and how it fits the way your clients already work. That planning conversation is exactly what we offer, free.
Five years ago a custom client portal was a five-figure project, so only larger firms had them. AI-assisted development has collapsed that cost - which means your clients are starting to see portals from your competitors, and expectations are shifting. The good news: the same shift puts a genuinely custom portal within reach of almost any established business. The trap: rushing into the wrong platform because a salesperson got there first. Talk to us before you sign anything - the first hour is free.
A portal is the client-facing half of the picture: the same data usually deserves an internal business dashboard on your side of the counter, with automation quietly moving information between the two.
A private, login-protected section of your website where each client sees their own projects, files, invoices, approvals, or account details. Think of it as a self-serve front desk that's open 24/7 - clients get answers instantly, and your inbox gets quieter.
It ranges enormously - from under a hundred dollars a month for off-the-shelf tools to custom builds that used to run well into five figures. AI-assisted development has pulled custom portal costs down dramatically. In a free consultation we'll give you a realistic range for your specific feature list before you talk to any vendor.
Usually, yes - CRMs, invoicing systems, schedulers, and file storage all commonly integrate. The right answer depends on which tools you run and whether they have usable APIs. That's one of the first things we check, because integration is where portal projects most often go over budget.
They will if it's built around something they already want - seeing project status, paying an invoice, downloading a file - and if logging in is painless. Portals fail when they're built around what the business wants to show rather than what clients want to know. Getting that orientation right is a planning problem, not a technology one.
It depends on how much of your business runs through it. Light portals (shared files, simple updates) can live happily on WordPress. Portals that handle roles, approvals, billing, or real-time data usually justify a modern custom build - which is far more affordable than it used to be. We'll tell you honestly which side of the line your project falls on.
We'll lend an ear, and sound advice. Take it or leave it - free of charge. Call or email us and tell us a little about your project.