Custom Client Portal Development
Give your clients a professional, branded portal for project tracking, documents, communication, and billing.
Professional services firms — consulting, legal, accounting, design agencies — need a way to keep clients informed without drowning in email. A client portal provides a single place for project updates, document sharing, approvals, and communication.
Generic project management tools (Asana, Monday.com) aren't designed for client-facing use. They expose internal complexity, require client training, and don't match your brand. A custom portal gives clients exactly the information they need in a clean, professional interface.
What You Get
Project Dashboard
Clients see project status, milestones, and timeline at a glance — no hunting through email threads.
Document Management
Organized file sharing with versioning. Clients upload files, approve deliverables, and sign documents.
Structured Communication
Project-specific messaging that keeps conversations organized. No more lost email threads.
Invoicing & Payments
Clients view invoices and pay online. Track time and generate invoices directly from the portal.
Approval Workflows
Clients review and approve deliverables, designs, or proposals directly in the portal.
White-Label Branding
Your logo, your colors, your domain. The portal is an extension of your brand, not a third-party tool.
Why Email Fails for Client Communication
Email is the default tool for client communication, but it's terrible at it. Important updates get buried, files get lost in threads, approvals require endless back-and-forth, and there's no single place to see project status.
The result: clients feel uninformed and ask for status updates (which take your team time to answer), documents are sent to the wrong version, and approvals take days instead of hours. A client portal solves all of this while making your firm look more professional.
Built for Professional Services
We've built client portals for law firms (matter tracking, secure document exchange, billing), consulting firms (project milestones, deliverable approvals, time tracking), accounting firms (document upload, tax return review, payment processing), and creative agencies (design approval, asset delivery, project management).
Each portal is designed around the specific client interaction pattern of that type of firm. A law firm's portal looks very different from a design agency's portal, even though they share the same underlying components.
Operational Benefits
Beyond client satisfaction, a portal reduces operational overhead. Fewer status update emails, fewer "where is my file" calls, faster approvals, and automated invoicing. Most firms report saving 5-10 hours per week per project manager after implementing a client portal.
The portal also creates a professional differentiator. When clients compare your firm to competitors, a polished client portal signals sophistication and organization — especially in industries where this is still rare.
Technologies We Use
Frequently Asked Questions
How long does a client portal take to build?
Can it integrate with our project management tool?
How many clients can use it?
What does it cost?
Ready to Impress Your Clients?
Book a free consultation. We'll review your client communication workflows and design a portal that elevates your firm's professionalism.