Services/Custom Apps/Client Portal
Template · Module 02 / 06

Client Portal

A private dashboard for every customer.

Branded login, document sharing, project status, messaging, and invoice history.

← Back to Custom Apps
What's included

Every feature, built in.

Part of our Custom Apps module — production-ready and shaped around how small teams actually work.

  • 01Branded auth
  • 02Doc vault
  • 03Project status
  • 04In-app messaging
How we build it

Four steps from kickoff to live.

01

Scope

User stories + data model

02

Prototype

Clickable staging build

03

Build

Auth, roles, integrations

04

Launch

Training + monitoring live

How it fits together

Your operation, one connected app.

A single app replaces the spreadsheets and SaaS sprawl. Auth, roles, integrations, and dashboards — all in one place.

StaffWeb + mobileCustomersPortal loginAdminDashboardsYour AppAuth · Roles · DataQuickBooksStripeNotifications

Ready to start the Client Portal?

Reply within one business day. No high-pressure follow-up.