How to Build a Client Portal

Quick answer: Start with secure sign-in, documents, status updates and invoices. Add more once clients use it.

What a portal is for

A secure place where each client signs in to see their own documents, status and invoices, without emailing you to ask.

Features to start with

• Secure sign-in. Each client sees only their own records.
• Documents. Upload and download in one place.
• Status. Where their order or job stands.
• Invoices and payments. Pay by card or instant EFT through Paystack.

Security essentials

• Access rules enforced on the server
• SSL on every page
• Backups and monitoring
• A clear POPIA position on what you store

How the project runs

1. List the questions clients ask most often.
2. Agree the first version.
3. Test with a few clients.
4. Launch to everyone.

See our custom software service.