Custom Client Portals

Onboarding, docs, support — everything in one place.

Branded portals with secure logins, resources, approvals, updates, payments, and support—built to match your workflow.

Owner Portal

All projects, invoices, and approvals in one view.

  • Dashboards & permissions
  • Approvals & e‑sign
  • Billing & subscriptions

Staff Portal

Daily tasks, docs, and status without email chains.

  • Assignments & checklists
  • Versioned documents
  • Internal notes

Customer Portal

Self‑serve hub for updates, files, and payments.

  • Status & messaging
  • Invoices & subscriptions
  • Support tickets

How we build it

We map roles → data → actions, then ship a branded UI with clean auth and an admin you can maintain.

Fast launchYour brandingMobile‑ready

Portal options

Feature
Owner
Staff
Customer
Secure login (RBAC)
Dashboards & KPIs
Docs & versioning
Approvals / e‑sign
Messaging / tickets
Invoices & payments
Subscriptions
Notifications (email/SMS)
AI assistant (your docs)
Starts at $1,500. Typical portals land $3k–$5k.
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