Custom software & portals
Client and Customer Portal Development
Secure self-service portals where your clients find documents, approve work, raise requests and pay invoices.
Built with
- Laravel
- Filament
- Two-factor authentication
- Private storage
- Audit logs
01 Overview
Client portal development, done properly.
Professional firms, agencies and B2B suppliers spend hours sending files, chasing approvals and answering status questions by email and WhatsApp. Sensitive documents end up scattered and unprotected.
We build client portals like the one this website offers its own clients: secure logins with two-factor authentication, organisation-based access, document exchange, approvals, support tickets and invoices in one place.
02 What's included
Everything we deliver.
Secure logins
Invitation-only accounts, two-factor authentication and session control.
Organisation access
Each client sees only their own data, with roles inside each organisation.
Documents and files
Private uploads and downloads with an audit trail.
Approvals
Clients approve designs, quotes or deliverables with a recorded decision.
Support tickets
Requests with priorities, replies and status updates.
Invoices and payments
Invoices, outstanding balances and payment links.
03 Good fit if
Who this is for.
- CA, legal and consulting firms
- Agencies and service businesses
- B2B suppliers with recurring clients
04 How we work
Five clear steps.
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DiscoverWe learn your goals and agree scope and a fixed price in writing.
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DesignYou review the plan and screens before development starts.
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BuildWeekly progress on a staging link, tested as we go.
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LaunchWe go live together and train your team.
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CareUpdates, backups and improvements after launch.
Sample screens
The kind of client portal development we design.
Concept screens designed by SRS to show our interface style. They are sample designs, not client work.
Questions
Client portal development: common questions
More in custom software & portals
How secure is a client portal?
We use invitation-only access, two-factor login, private file storage, role-based permissions and audit logs.
Can the portal have our branding?
Yes. The portal uses your logo, colours and domain.
Can clients get notified of updates?
Yes. Email and WhatsApp notifications can be sent for new documents, replies and invoices.
