Your team answers the same three questions daily
Status, documents, invoices. Every answer is a lookup somebody has to do by hand.
CUSTOM SOFTWARE
Client portal development that stops the status emails.
Most "where are we with this?" emails exist because the customer has no other way to find out. A client portal gives them a place to look, which removes a whole category of admin from your team and makes you look considerably more organised than competitors still replying with an attachment.
4–10 WEEK TYPICAL BUILDROLE-BASED ACCESSBRANDED AS YOURS
01 / SOUND FAMILIAR?
Signs you need a client portal.
Files are scattered across email threads
The current version of a document is wherever it was last attached, and everyone has a different copy.
Approvals stall in someone's inbox
Sign-off waits on a reply, and nobody can see whose turn it is.
Onboarding a client means a long email chain
Collecting details, documents and permissions takes days of back-and-forth that a structured form would collect once.
02 / WHAT WE BUILD
What a client portal built for you includes.
01
Secure client accounts
Each customer sees only their own data, with permissions per user so a finance contact and a project contact see the right things.
02
Live project status
Stages, owners and next steps, updated from your internal system rather than maintained twice.
03
Documents in one place
Current versions, version history and a clear record of who uploaded and downloaded what.
04
Invoices and payment status
What's been raised, what's outstanding and what's paid — pulled from your accounting system so the numbers can't drift.
05
Approvals and sign-off
Request, remind and record. Everyone can see whose turn it is and when the decision was made.
06
Structured onboarding
Collect details, documents and consents through a form once, instead of piece by piece over a week of emails.
RELEVANT WORK
Examples you can open
Demo applicationGym management
Fitsters
A management dashboard for a gym. Members, plans, attendance and revenue each get their own screen with charts. It runs on sample data, to show how the product works.
- Members and plans
- Attendance and revenue charts
- Runs on sample data
Demo applicationHealth programme
Mission Ideal Weight
A members' area for a coaching programme. It opens at a sign-in screen, so there is no public page to preview here.
- Accounts and sign-in
- Member-only content
- Progress tracking
03 / WHAT YOU GET
What you get with client portal development.
A branded portal on your own domain Per-client accounts and permissions Live status pulled from your systems Document storage with version history Invoice and payment visibility Approval requests with an audit trail
HOW WE WORK
Short discovery call, then a written scope and a fixed price before anything starts. You talk to the people writing the code, and the source stays in your name.
Tell us what your clients keep asking for
Describe the questions your team answers by hand. We'll come back with what the portal should show first.
04 / QUESTIONS
Client portal questions, answered.
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