Client portals
Client portals for service operations
A portal gives clients a clear place to log in, review status, and complete next steps — while your team keeps a single operational view instead of chasing files across inboxes.
Who this is for
- Service businesses managing ongoing client relationships
- Teams issuing invoices, documents, or job updates
- Organisations replacing shared drives and email threads
Problems I usually solve
- Clients email for updates you already answered last week
- Documents and invoices live in too many places
- Staff lack a shared view of who needs action
- Off-the-shelf CRMs feel heavy for your real workflow
Typical deliverables
- Secure sign-in and role-based access
- Client dashboard for records or status
- Admin tools for staff operations
- Document or invoice visibility where needed
- Handover with repository and hosting access
How delivery works
01 · Fit call
Identify the portal users, permissions, and critical screens.
02 · Discovery
Blueprint the information architecture and delivery estimate.
03 · Build
Deliver roles, dashboards, and workflows in agreed milestones.
04 · Launch
Smoke-check, handover, and optional defect-fix window.
Investment guide
Client portals typically start from £12,500 and often land between £15,000 and £35,000 depending on roles, integrations, and content. Complex multi-role platforms are phased from around £30,000.
Most portal builds are planned after Discovery and delivered over several milestones rather than a single fixed week estimate.
Related work
FAQ
Will I own the code and hosting?
Yes — upon full payment you receive ownership or a licence as written in your agreement, plus agreed repository and hosting access. No platform lock-in.
Can the portal connect to tools I already use?
Yes. Integrations are quoted as part of scope so they do not silently expand the build.
Ready to map the next step?
Send a project request — no payment required. I reply within 24 hours.
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