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CLIENT PORTALS

Custom client portals, builtto fit how you actually work.

A branded, secure space where your clients log in to exchange files, follow progress and pay — wired to the way your business already runs, not to a generic template.

SWITCH →Client PortalsIntegrationsCustom Dashboards

The busywork a portal removes.

Endless email threads

Approvals, files and questions scattered across inboxes, where the latest version is whatever someone remembers it to be.

“What’s the status?”

Clients ping you for updates because they have no way to see progress themselves, and every ping is an interruption.

Files everywhere

Deliverables live in Drive, in transfer links that expire and in attachments nobody can find two weeks later.

Sensitive data over email

Contracts, IDs and payment details sent as attachments, with no access control and no record of who saw what.

01Capabilities

What I build into a portal.

/01

Logins & roles

Role-based access down to the record. Each client sees only their own data; your team gets exactly the access their job needs, and nothing more.

included in every build

What the pieces look like

Illustrative mockups — every build is shaped around how you work.

01Client dashboard
02File exchange
03Invoices & payments
PROOF

I have run a client portal for a decade.

Kapa is a client-facing platform I built in 2015 and still maintain today: almost 5,000 users, thousands of tasks a month, and exactly one engineer. It is the same kind of system I would build for you, and it has survived ten years without a rewrite.

Read the ten-year story →
5,000+
active users
10 yrs
in production
1
engineer

How a portal gets built.

/01

Discovery

We map how your clients work with you today and where it hurts. No tech talk, just your workflow.

/02

A thin first version

I build the one flow that matters most and ship it in weeks, not months, so you see real software early.

/03

Iterate on real use

Your clients use it, we watch what they actually need, and the portal grows from there instead of from a guessed-at spec.

Is a custom portal right for you?

+Build custom when
The way clients work with you is part of what makes you different.
You are stitching together three or four tools and still copy-pasting between them.
You need your brand, your terms and your data, not a generic vendor’s portal.
I build custom software for a living — and I’ll still tell you when to buy instead.
~Buy a SaaS portal when
A standard client area in a tool you already pay for covers 90% of it.
Your process still changes every month; a configurable SaaS is cheaper to bend.
It is one simple flow that an off-the-shelf tool already handles well.
No shame in it. The cheapest software is the software you don’t have to build.

Client portals, answered.

It depends on scope, but a focused first version usually starts in the low five figures and grows from there. I scope one workflow first, give you a fixed price, and you decide before anything bigger. I never improvise numbers on a call.

A thin, useful first version typically ships in a few weeks. We start with the single flow that removes the most busywork, put it in front of real clients, and expand from there.

Yes. Role-based access so each client sees only their own data, an audit trail of who did what, encrypted storage, and hosting on infrastructure you own. Security is built in, not bolted on later.

That is often the point. The portals I build connect to your CRM, accounting, payments and other services, so the portal fits your operation instead of replacing everything.

Usually, and often without a full rewrite. I start with an audit of what exists, tell you honestly whether it is salvageable, and give you the cost either way.

Thinking about a client portal?

Tell me how your clients interact with you today. I reply with what I would build, what I would skip and a realistic budget range, within one business day.

Book a free consultation