Client portal development
Client portal development for service businesses that still run client communication over email attachments. Documents, engagement status, deliverables, and messages in one branded, secure place your clients log into. Senior-built, deployed to your infrastructure, owned by you.
Deployed to your infrastructure, owned by you.
WHEN YOU NEED THIS
WHAT'S INCLUDED
- Portal information architecture mapped to your client lifecycle
- Secure authentication with per-client data isolation
- Document sharing with access control and version clarity
- Project / engagement status views
- Messaging or structured update feeds
- Invoice and payment status display (integrated with your billing, not rebuilt)
- Admin side for your team
- Role-based permissions for staff and clients
- Audit trail of access and changes
- Branded interface matching your site
- Deployment to your infrastructure with handoff documentation
WHAT'S NOT INCLUDED
- A full custom SaaS product (that is a software engagement)
- Accounting or billing system replacement
- Native mobile app (scoped separately)
HOW WE DELIVER IT
Client lifecycle mapped, portal modules and integrations agreed, fixed price.
FAQ
Honest answers to the questions that show up most.
Custom-built for your client lifecycle. That is what makes it feel like your firm rather than a tool your clients tolerate.
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View serviceBook a 30-minute scoping call.
We map the project, estimate the scope, and send a fixed-price proposal within 48 hours.