Client Portal / Dashboard
A secure client-facing portal with dashboards, documents, notifications, and admin controls — built for agencies, clinics, property managers, or any business that needs a client-facing interface.
After purchase, we'll ask you about: What is the purpose of the portal and who are the users?, What data will users view and manage?, What user roles do you need?, and more.
Choose Your Tier
All tiers include the same quality and communication — just different scope and delivery timelines.
Portal
Portal + Admin
Give Your Clients Their Own Portal
Stop sending updates over email and spreadsheets. We build authenticated client portals where your customers can log in, view their data, download documents, and track progress — while you manage everything from an admin panel.
What Is Included
- Secure authentication and user management
- Personalised dashboard with key metrics
- Data tables with sorting, filtering, and search
- Document upload and file management
- Notification system (in-app and email)
- Role-based access control
- Reporting dashboards with charts
- PDF export for invoices and reports
- Admin panel for managing clients and data
- Activity log and audit trail
- Mobile-responsive design
Frequently Asked Questions
Yes. We can connect the portal to your existing database, internal APIs, CRM, or third-party services. The portal acts as a data layer on top of whatever you already have — your clients see a clean interface without you needing to migrate your underlying data.
Yes — multi-tenant is the default architecture for client portals. Each client logs in and sees only their own data. Role-based permissions mean you can also create team accounts within a client organisation, with admin and standard user levels.
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Still Have Questions?
Book a free 30-minute consultation and we'll scope out your project together.