Sending clients to a generic portal with another company's branding is costing you deals.
A white-labelled client portal built on a third-party platform looks exactly like what it is: a product you didn't build, on a domain you don't own, with a design you can't fully control. We build client portals that are yours — branded, extensible, and designed around your specific client workflow.
Your clients log into a portal that looks nothing like your brand, is missing the specific workflows your service requires, and forces them to work around its limitations every time they need to interact with your team.
The client portal is often the primary touchpoint between your business and your clients after onboarding. If the portal looks like a third-party product rather than your product, it communicates something specific about how much you've invested in the client experience. For professional services firms — consultancies, agencies, law firms, accounting firms, financial advisors — the client portal is part of the product. It's part of what the client is paying for.
The generic portal problem compounds when the portal doesn't actually support the specific workflows your service requires. A document sharing portal that doesn't have version control. A project status tracker that doesn't match how your project actually progresses. A communication channel that sits separately from the task management, requiring clients to use both to get the context they need. A billing view that shows invoices but not the time logs that justify them.
Every workflow limitation in the generic portal is friction in the client relationship. Friction at invoice review time means slower payment. Friction at document submission time means delayed project progress. Friction at status review time means more ad hoc status calls that consume your team's time. The friction tax of the generic portal shows up in operational costs that most professional services firms attribute to "client management complexity" rather than to the inadequacy of the tool.
A branded client portal on your own domain with the exact workflows your clients need — document access, project status, communication, billing, and reporting — built specifically for how your service actually works.
Branded experience on your domain
The portal lives at `clients.yourfirm.com`, looks exactly like your website, and contains no reference to any third-party platform. Clients are interacting with your product, not a vendor's.
Custom document workflows
Document upload, version control, approval workflows, and signed delivery (DocuSign or equivalent integration) designed around your specific document types and review process. Not generic file sharing.
Project and engagement status
Custom status views that reflect your actual service delivery stages — not generic project management columns. A legal firm has different stages than an accounting firm; a consulting engagement has different milestones than an agency retainer.
Billing transparency
Invoice history, payment history, upcoming invoices, and (for time-billed work) time log access. Billing visibility reduces payment friction because clients understand what they're paying for.
Secure messaging and task management
In-portal communication that's logged and searchable. Task requests to the client (document submission, approval, review sign-off) with status tracking and deadline reminders. Built on Next.js, Postgres, Clerk, TypeScript, with integrations to your existing billing system (Stripe, QuickBooks, or equivalent).
One honest number to start.
Fixed-scope, fixed-price. The number below is the starting point — final scope is built from your brief.
A branded client portal on your own domain with the exact workflows your clients need — document access, project status, communication, billing, and reporting — built specifically for how your service actually works.
Three steps, every time.
The same repeatable engagement on every project. No surprises, no mystery, no billable ambiguity.
Brief & discovery.
We send you questions, then get on a call. Output: a written scope with every step, feature, and integration listed.
Build & ship.
Fixed schedule, weekly reviews. No scope creep unless you change the scope — and if you do, we reprice it transparently.
Warranty & retainer.
30-day warranty on every launch. Most clients stay on a monthly retainer for ongoing features and maintenance.
Why Fixed-Price Matters Here
A client portal is a defined product. The features are determined by your service delivery workflow and the client interactions you need to support. Fixed scope, fixed price means the build is evaluated against a clear specification, not an open-ended "improve the client experience" mandate.
Related engagements.
You've tried every SaaS tool in the category. None of them fits how your business actually works.
Read more02Your operations team is working around your internal tools instead of with them.
Read more03Your team is running a business process on a spreadsheet. That breaks at scale — every time.
Read moreQuestions, answered.
Yes — client data migration from the current portal is included in the project scope. The specific migration complexity depends on the current platform's data export capabilities. Most client portals support export of core data.
Post-launch feature additions are scoped as fixed-price extensions. The portal codebase is built to be extensible, and adding a new workflow module (a new document type, a new reporting view, a new integration) is a defined scoped engagement.
Client portal migrations benefit from a parallel period where both portals are accessible, giving clients time to migrate at their own pace. We include onboarding documentation and a transition period in the project scope.
A branded client portal with document workflows, billing views, secure messaging, and Stripe integration typically runs $25k–$55k. Complexity of workflow logic and number of integrations are the main variables. Fixed-price.
8 to 12 weeks for a production client portal from specification to launch.
Tell Ryel about your project.
Describe what you’re building and what outcome you need. You’ll have a written, fixed-price scope within the week.