Give clients one secure place to submit requests, share documents, and see where their work stands. We design and build custom client portals connected to the systems your team already uses.
Explore the workWhen client updates live in inboxes and shared drives, your team spends its time resending files, confirming status, and chasing approvals. A portal gives clients a current view of their work while internal notes and permissions stay separate.
Client logins, organization-level accounts, and role-based permissions so each client sees only their own records. Invitations, password resets, single sign-on, and account removal are planned as part of the first release.
Clients submit requests, upload files, sign off on deliverables, and answer questions in one place. Version history and a record of who approved what stay attached to the work.
Show the current stage of each engagement, project, or order. Notify clients about the events they need to act on, without exposing internal discussion.
Connect the portal to your CRM, billing, scheduling, or document storage through their APIs so records are not entered twice. Define what happens when a sync fails and who resolves it.
A portal scope should name the client actions in the first release, the records each role can see, and the systems the portal reads from or writes to.
List what clients ask for today, how they send it, and what your team does in response. Start with the interactions that create the most back-and-forth.
Agree on account structure, permissions, the records clients can view or change, and which system is the source of truth for each one.
Test the portal with representative clients and staff, including permission boundaries, large files, and failed integrations.
Plan client onboarding, invitations, support contacts, and how new features are added after launch.
We build client portals for organizations across the United States. Our team is based in Northern Virginia and works remotely with clients nationwide, with review milestones agreed during discovery.
A client portal is a secure website or app where clients log in to submit requests, exchange documents, approve work, and check status. It replaces scattered email threads with a shared record that both your team and the client can see.
A portal product works well when your process matches it. A custom portal makes sense when you need specific workflows, integrations with your own systems, or a client experience the product cannot provide. We compare both options during discovery.
Usually, if the CRM offers an API with the access you need. We review the API, permissions, and record structure, then define how portal activity maps to CRM records and how sync errors are handled.
Each client account is limited to its own records, and access rules are enforced on the server, not only in the interface. We test those boundaries, including shared records and administrator actions, before launch.
