Client portal
Stop answering the same question by email.
A private, branded space where your clients can see their own documents, invoices and progress without having to ask you where things stand.
From £2,200
One-off build on your own domain. Hosting from £40 a month. No per client fees, ever.
The problem this solves
Client updates get scattered across email threads, shared drives and the occasional phone call. When somebody asks where their project is up to, finding the answer takes longer than giving it.
The workarounds are worse than the problem. A shared folder has no structure and no permissions worth the name. A group chat loses everything within a fortnight. A generic project tool makes your clients create an account on somebody else’s platform and looks nothing like your business.
A portal gives each client one place with their own documents, their own updates and their own invoices, on your domain, with access that only shows them what belongs to them.
What is included
Everything below is in the price quoted above. Nothing here is an upsell waiting to appear on an invoice later.
Branded client login
Your domain, your colours, your logo. It reads as part of your business rather than a tool you have bolted on.
Project and task visibility
Clients see exactly where their work stands, with the stages and language you actually use, not a generic kanban board.
Secure file sharing
Upload and download of deliverables, contracts and assets, with access controlled per client rather than per link.
Invoices and payments
Raise invoices and take card payments inside the portal, into your own payment account.
Messaging tied to the work
Conversation attached to the relevant project, so context is not scattered across three inboxes.
Admin dashboard
Every client, project and piece of activity from one control panel, with a clear view of what needs your attention.
Access control per client
A client sees their own records and nothing else. Staff roles are set separately with their own permissions.
Email notifications
Clients are told when something changes, so the portal does not depend on them remembering to log in.
Documentation and handover
Written instructions and a walkthrough, so onboarding a new client to the portal is a two minute job.
How it works
The timings are what we actually work to. If something is going to slip, you hear it from us before the date passes, not after.
- 01Week 1
Map how you work with clients now
What you send them, what they ask for, and where the friction is. The portal is built around that rather than a generic template.
- 02Week 2
Screens and permissions agreed
What a client sees, what your staff see, and what happens at each stage of a project. Signed off before the build starts.
- 034 to 8 weeks
Build
Login, projects, files, invoicing and the admin side, built and reviewed in stages so you see it working early.
- 041 to 2 weeks
Launch and onboard
We migrate your existing client list, test with a small group first, then open it to everybody once it is behaving.
What it costs
Real figures, published up front. You should not have to book a call to find out what something costs.
- Client portal buildfrom £2,200
Branded login, project visibility, file sharing, messaging and the admin dashboard.
- Payment gateway+£200
Card and digital wallet payments taken inside the portal, into your own account.
- CRM integration+£400
Client and project data flowing between the portal and the CRM you already use.
- API integration+£800
Connecting the portal to accounting, storage or any other system you run on.
- Larger scope+£200 to £1,500
Added where the build is medium, large or enterprise rather than a straightforward first version.
- Hosting and supportfrom £40 per month
Managed hosting, SSL, daily backups, monitoring, updates and support.
What changes the price
- How many user roles the portal needs beyond client and admin
- Whether payments and invoicing are part of it or handled elsewhere
- What it needs to connect to, and how good those systems’ APIs are
- Whether existing client records and files have to be migrated in
- How much of your process is standard and how much is genuinely unusual
About a minute, no email required, and it gives you a real number rather than a range.
What is not included
Everything below is either out of scope or priced separately. We would rather you knew now than found out at the invoice.
- Payment processor fees. Card fees go to your provider and are not ours to include
- Your clients’ training. We document it and it is designed to be obvious, but onboarding them is your relationship
- A public marketing website. The portal is the logged in side. A site is a separate build from £249
- Ongoing feature development after launch, unless you take a retainer
- Data cleansing. We will import your client list, but we will not fix bad records for you
- Native mobile apps. The portal works on a phone browser. A native app is a separate build from £2,500
Questions people actually ask
If one fits, use it, and we will tell you so. They stop making sense when the per client or per seat fee grows with you, when your process does not match theirs, or when you do not want your clients logging into somebody else’s branded product. Do the arithmetic on three years before you decide.
Hosting from £40 a month, and that is it. There are no per client fees and no per seat licences, so adding your hundredth client costs the same as adding your tenth. Changes you ask for later are quoted individually.
They use it when it is less effort than emailing you, which is why notifications and a genuinely simple login matter more than the feature list. The honest answer is that some clients will always prefer email, and the portal should reduce your admin rather than eliminate it.
Access is controlled per client, so nobody can reach records that are not theirs. Traffic is encrypted, the stack is patched, and backups are taken daily and stored off the server. We will also document what data is held and where, which you will need for your own GDPR obligations.
Ready to give your clients a better experience?
Tell us how you work and what your clients keep asking for. We will tell you what a portal would need to do, and what it would cost.