Web & product

Give clients a place to see everything, so they stop chasing you.

Progress, files, invoices and requests in one secure login. Clients help themselves, and you stop answering “where are we up to?” by email.

Get a free mockup
From
£2,400
Timeline
4–6 weeks
You own
The code, from day one
Client portals: an example of the finished system
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3D illustration for Client portals: A secure login where your clients see progress, files, invoices and requests — instead of chasing you by email.

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.

What it costs you now

What the problem really costs.

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

How we build it, step by step.

Four stages, each with something you can see and approve before we move on.

  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 walk away with

Everything is yours.

Source files, documentation, accounts and keys transfer to you. Ongoing support is a choice, never a dependency.

  • 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

Straight answers

Client portals: your questions, answered.

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.

Start here

Want client portals? See it before you pay.

Describe it in your own words. A person reads it, and for most projects you get a free mockup within one working day.