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Solution — Client portals

Client portals that replace the inbox — securely.

One secure place for clients to see progress, download documents and message your team.

Built forAccountants, law firms, agencies, consultants, builders and B2B suppliers.
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Client portalAny cloudAWSAzureGoogle Cloud
FRONT ENDAPPLICATIONDATABROWSER — ClientsBROWSERClientsADMIN CONSOLE — Staff dashboardADMIN CONSOLEStaff dashboardPORTAL — Web hostingPORTALWeb hostingAmplify HostingStatic Web AppsFirebase HostingSSO · MFA — IdentitySSO · MFAIdentityCognitoEntra IDIdentity PlatformAPI — API gatewayAPIAPI gatewayAPI GatewayAPI ManagementAPI GatewayDOCUMENTS — Object storageDOCUMENTSObject storageS3Blob StorageCloud StoragePORTAL LOGIC — FunctionsPORTAL LOGICFunctionsLambdaAzure FunctionsCloud Run functionsCOMPLIANCE — Audit logCOMPLIANCEAudit logACCOUNTS — Relational DBACCOUNTSRelational DBAurora PostgresAzure PostgreSQLCloud SQL
RequestExternal / asyncLive traffic
Laptops on a designer’s desk

The problem

Status updates live in email threads, documents in shared drives, and nobody is sure which version is current. Clients keep asking where things stand.

How we tackle it

  1. 01

    Model access first

    Who sees what — clients, staff, partners — defined as roles before any interface.

  2. 02

    Design around milestones

    Clients see progress, next steps and what you need from them at a glance.

  3. 03

    Secure by default

    Single sign-on, multi-factor auth, encrypted documents and a full audit trail.

  4. 04

    Connect your back office

    Sync with practice-management, CRM or accounting tools so nothing is typed twice.

What’s in the box.

Hosted and managed by us — or handed to your team, whenever you like.

Any budget

Start lean. Pay as you grow.

Each phase is useful on its own — fund the next one when it makes sense, or spread the cost monthly.

  1. Phase 1

    Launch

    Secure login, documents and status

  2. Phase 2

    Grow

    Messaging, e-signatures, notifications

  3. Phase 3

    Scale

    Integrations, white-label, mobile access

Runs on AWS · Azure · Google Cloud · simpler hosting

Have a client portal idea? Let’s map yours.

Start your brief →