# Client portals

> A client portal is a secure, branded area where customers log in to see project progress, download files, pay invoices, approve work and send requests. DevRaxo builds portals connected to your CRM and billing, with role-based access and an audit trail, so clients get transparency and your team saves the status-update emails.

- Area: [Web & product](https://devraxo.com/services/web/)
- Price: from £2,400. See also: Client Portal in a box for a ready-made version.
- Timeline: 4–6 weeks
- Page: https://devraxo.com/services/web/client-portals/

## This is for you if
- Clients email constantly asking for status, files or invoices.
- You share documents through a mix of email and shared drives.
- You want to look as organised as you are.

## The problem
- **Status updates are a full-time job.** Every “where are we up to?” email is a person stopping real work to type a reply.
- **Files are scattered.** Approvals, drafts and final versions live in inboxes and drives, and nobody is sure which is current.
- **Invoicing is disconnected.** Clients cannot see what they owe or have paid without asking.

## How it works
1. **Map what clients need to see.** Progress, documents, approvals, payments, requests — we pick only what reduces your inbox.
2. **Connect to your real data.** The portal reads from your CRM and project tool, so there is one truth, not another place to update.
3. **Secure by default.** Individual logins, role-based access and an audit trail of who saw and approved what.
4. **Launch with a pilot client.** We roll it out to one friendly client first, fix what they trip over, then invite the rest.

## What you get
- Branded secure portal
- Progress, files and approvals
- Invoice view and payment links
- Change and support requests
- CRM and billing integration
- Audit trail and access roles

## Questions
### Can clients log in without remembering another password?
Yes. We can use passwordless email links or single sign-on, whichever suits your clients and your security needs.

### Is it secure enough for sensitive documents?
It is built with role-based access, encryption in transit and at rest, and an audit trail. For regulated data we agree the requirements with you first.

### Can clients request changes and see them resolved?
Yes. Requests become tracked items with a status, and you can set a response-time promise that the portal measures.

### This is what you use yourselves, isn’t it?
Yes. Our own client portal works this way, and you can see a sample-data version before you decide.