Solution

Client Portal in a box: stop answering status emails.

The same portal we run for our own clients, branded for you, connected to your CRM and billing, and live in under five weeks.

Get a free mockup
From
£2,400
Timeline
4–5 weeks
You own
The code, from day one
Then
from £99 / month
Client Portal in a box: an example of the finished system
3D illustration of Client Portal in a box: Progress, files, invoices and requests for your clients, in one secure login.

Ideal for

Agencies, firms and service businesses that answer “where are we up to?” by email

Client Portal in a box shown as a stylised 3D object

What is included

Everything in the box.

  • Branded secure portal on your subdomain
  • Progress, milestones and approvals
  • Secure file exchange
  • Invoice view with payment links
  • Change and support requests with status
  • CRM and billing connection
  • Role-based access and audit trail
  • Hosting, backups and monitoring

How it works

From hello to live.

4–5 weeks.

  1. Choose what clients see

    We keep it simple: only what removes emails from your inbox.

  2. Connect your systems

    The portal reads from your CRM and project tool, so there is no second place to update.

  3. Pilot, then invite everyone

    One client uses it first. We fix what they trip over, then roll it out.

Price

£2,400 setup

then from £99 a month

A starting price for the standard configuration. We adjust it to your needs and budget, and a person confirms it after you approve a mockup.

Straight answers

Client Portal in a box: your questions, answered.

Is this the portal DevRaxo uses?

Yes. It is the same approach as our own client portal, and you can see a sample-data demo before you decide.

Can clients log in without a password?

Yes, with secure email links, or with single sign-on if you prefer.

Who owns the data?

You do. The data and the code are yours, and you can export everything at any time.

What does the monthly fee cover?

Hosting, backups, monitoring, security updates and a small monthly allowance of changes.

Popular with

Industries that choose this.

Start here

Want Client Portal in a box? 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.