Build a client portal

A client portal is a secure environment where your clients can log in to view their own information: files, documents, invoices, requests, and their current status. It saves you time on emails and phone calls, and gives the client the feeling that they are working with a professional partner. This is one of the forms of a portal.

When you need this

Clients email you asking for an invoice you already sent last month. Someone asks about the status of their request, even though it is clearly visible in your system. You send reports via email and aren't sure if they arrive. You provide a service that spans months, and the client has no idea where things stand. Or you work with sensitive documents that shouldn't be sent via WeTransfer.

What's inside

Login with a personal account, with two-factor authentication if the content requires it. An overview of what is in progress and what is completed. Documents per client, with versions and dates, instead of a folder full of files. Invoices and payment status, linked to your accounting system. Forms for requests, changes, or questions that go directly to the right person. And messages or notifications for any updates, so no one has to keep checking.

How it's built

The interface in Webflow, in your brand style. Login, permissions, and logic via Wized, database and API in Xano. If your data is in your CRM, ERP, or accounting software, we connect to it via API or Make, so the client always sees the most up-to-date information.

Our approach

First, we look at the questions clients are currently asking, because that is the content your portal needs. Then, we build the smallest version that resolves those questions, going live within weeks. Clients start using it, you see which emails stop, and we expand based on that feedback.

Standard package or custom solution

Many accounting and CRM packages come with their own client environment. If it does what you need, use it. Custom development comes into play when the client needs to see data from multiple systems in one place, or if the portal needs to align with your brand.

Costs and timelines

That depends on what clients need to see and the integrations with your administration or CRM. We typically build an initial working version in four to eight weeks, at a fixed price per phase.

Who it's not for

If you have a handful of clients you speak with personally, a portal won't add much value. A client portal pays off when many clients ask the same questions about their own affairs.

Read more

Integration with your administration: system integrations. Members and subscriptions: membership platforms. For your sales channel: dealer portals.