Give your clients a login, not a phone queue
Every "can you just send me a copy of…" email is a portal feature waiting to exist. We build secure client and customer portals that put documents, bookings, invoices and account details where your clients can help themselves — connected to the systems you already run.
Typical portal builds
Document & case portals
Clients see their files, statements, reports and case progress — permissioned properly, with an audit trail. Accountants, solicitors and agencies live on these.
Account & billing self-service
Invoices, payment history, plan changes and card updates without a support ticket — synced with your accounts package or payment provider.
Booking & scheduling areas
Clients book, reschedule and cancel within rules you define. Pairs naturally with our booking system work.
Member & trade portals
Tiered access to resources, pricing or ordering for members, trade customers or franchisees — with admin tools your team actually enjoys using.
Supplier & partner portals
Onboarding, compliance documents, order status and messaging for the other side of your business relationships.
Integration with what you run
Portals earn their keep by connecting: CRM, ERP, accounts, calendars, DocuSign, payment providers. We build the plumbing as carefully as the interface.
The maths is usually simple
Count the hours your team spends each week answering questions a portal would answer — resending documents, reading out balances, taking bookings by phone. Multiply by a year. Most portal projects cost less than that number, and the portal doesn't take holidays. Add the quieter benefits — fewer errors, an audit trail, clients who can serve themselves at 10pm — and it's often the highest-ROI software a service business can buy.
Common questions
How do you handle security and data protection?
Role-based access, encrypted in transit and at rest, UK/EU hosting, and GDPR-conscious design from the first schema — portals hold personal data by definition, so this is architecture, not an add-on. We're happy to complete your security questionnaires.
Can it match our brand?
Completely — it's custom software. From your designs or built cleanly on your brand guidelines.
What does a portal cost?
Focused portals typically start around £10,000–£20,000; feature-rich portals with multiple integrations run beyond that. A fixed-price discovery workshop turns your requirements into a firm number first.
What do your clients keep asking for?
Tell us the three questions your team answers most. That's usually the portal's first release, right there.
Discuss your portal