Role-based access
Clients see their own work only. Staff see what their role allows.
One place for clients to see, pay and approve.
A branded portal where your clients track progress, pay invoices, share files and approve work, without another email thread.
01 · Track
Progress, without the status email.
Clients see where every project stands, what is next and what is waiting on them. Your team stops writing the same update three times a week.
02 · Pay
Invoices that get paid on time.
Clients view and pay invoices by card or bank transfer inside the portal. Payments reconcile with your accounting tool automatically.
03 · Share
Files in one place, not five inboxes.
Contracts, briefs, deliverables and photos live with the project they belong to, with version history and download links that do not expire.
04 · Approve
Sign-off with a single click.
Designs, quotes and documents go to the client for approval, with comments recorded. No more hunting for the email that said yes.
Access and security
Each client sees only theirs.
Secure sign-in
Magic links, passwords with two-factor, or single sign-on for larger clients.
Audit trail
Every approval, payment and download is logged with who did it and when.
Your brand
Your logo, colours and domain, so the portal feels like part of your business.
Questions
Before we build.
What teams usually ask about portals.
Can it connect to the tools we already use?
Usually, yes. We connect your CRM, accounting, file storage and project tools through their APIs, so the portal shows live data instead of another copy to keep updated.
Can clients use it on their phones?
Yes. Every portal is responsive and works well on mobile browsers. If clients use it daily, a companion mobile app can follow later.
How long does a portal take to build?
A focused first version, covering the two or three jobs clients do most, usually takes six to ten weeks. We agree the scope and price before we start.
Where is the data stored?
In your own database and hosting accounts. You own the code, the data and the infrastructure.
Start with a 30-minute call
Tell us how clients work with you today.
We will map the jobs your portal should handle first and come back with a fixed scope and price.
Useful to bring
- How clients contact you today
- The questions they ask most often
- Where projects, files and invoices live now
- Who on your team should see what
Nothing ready? That is fine. We can work it out together on the call.