Client Portals
Give your customers a real self-service experience — branded with your name, on your URL — so the support calls stop, the documents stay organized, and the payments flow without a human in the loop.
Reply within 1 business day · US senior team · You own the code.
Sound Familiar?
The cost of not having a real portal
Phone-tag with customers eating support hours
Customers call to ask the same five questions over and over: where's my order, when's the next service, can I get a copy of my invoice, is my payment on file, when does my contract renew. Every call is a ten-minute interruption to someone on your team, and the answer is always already in your system.
Document hand-off via email and Dropbox
Contracts get emailed back and forth. Signed PDFs get uploaded to a folder somebody finds eventually. Customers ask for a copy of last year's agreement and someone has to dig through three inboxes to find it. Nothing is versioned, nothing is searchable, and security is whatever the customer's IT person decides.
Status questions you answer manually every day
Customers want to know where their project, order, ticket, or shipment stands. Your team checks an internal system, types a reply, sends an email. Multiply by every customer, every week, and you have a full-time job that produces no new revenue.
No way to bill, sign, or onboard digitally
New customers fill out a paper or PDF form. Payment is by check or a Stripe link you send manually. Onboarding involves a kickoff email with seven attachments. Each step is a friction point where deals stall, payments slip, or customers churn before they ever go live.
What We Build
A portal your customers will actually use
Account dashboards your customers actually log into
A real home screen for every customer — their account info, current status, upcoming work, recent invoices, and the actions they can take. Designed so they answer their own questions instead of calling yours.
Document signing, uploads, and storage
Customers sign agreements in-browser. Upload required documents from a phone camera. Download every signed contract, statement, or compliance form from one place. Versioned, audited, and permission-aware.
Payments and recurring billing
One-time payments, card-on-file, autopay, recurring subscriptions, invoices with payment links — all built on Stripe and tied to your customers' accounts. Failed payments retry automatically with the customer in the loop.
Real-time status tracking on jobs, orders, or projects
Customers see exactly where things stand without asking. Status pipelines, milestone progress, ETAs, blockers — pulled live from your internal system so the customer view and the ops view never drift apart.
Branded login screens — your name, your URL
portal.yourcompany.com, your logo, your colors, your brand voice. Customers experience your portal as your software, not a white-labeled SaaS product. Email notifications come from your domain, not ours.
Notifications that meet customers where they are
Email, SMS, and in-app notifications for status changes, payment receipts, document requests, and renewals. Customers opt in to the channels they want — and stop calling for the updates they now get automatically.
What’s included at the Studio tier
A full product team, on monthly retainer
Studio is the right fit for almost every client-portal engagement. Two concurrent tracks, two deploys a week, and a dedicated PM — so the customer-facing app, the internal admin, and the integrations all move at once.
Recommended Tier
Most client-portal clients land on Studio
A real client portal is always two apps that have to stay in sync: the customer-facing one and the internal admin where your team works. Studio’s two-initiative cap is built for exactly this — we ship the portal and the admin in parallel, with the same code, the same data model, and the same QA pass.
Foundry ($5,000/mo) can ship a v1 portal if you already have an internal admin and just need the customer-facing layer. Atelier ($10,000/mo) is the right tier if you’re rolling the portal out to a large existing customer base and need on-call SRE coverage during the migration.
First deploy
Week 1
Studio tier
$7,500/mo
60-day initial commit, then pause or cancel month-to-month.
Keep Exploring
Other ways we help operator-owners
Compare the tiers and what each includes on the pricing page, or see how hiring an Upwork freelancer compares to a retainer.
Stop being your customers’ help desk
Book a free 30-minute call. We’ll map the support-burning questions you answer every day and show you what a real portal does to that volume.
Reply within 1 business day · US senior team · You own the code.