Skip to main content

Business

Client portal

For agencies and consultants who want clients to stop emailing attachments. Each client gets a branded portal with project updates, files and approvals.

Web appAdvanced
Use this template

Free to sign up. You approve the plan before anything is built.

Client portal: the Casa Olivo · Website relaunch screen

How it works

  1. Client portal: the Client portals screen

    Step 1 · Client portals

    Separate branded portal per client

  2. Client portal: the Casa Olivo · Website relaunch screen

    Step 2 · Casa Olivo · Website relaunch

    Project updates timeline

  3. Client portal: the Files screen

    Step 3 · Files

    File sharing with version labels

  4. Client portal: the Files screen

    Step 4 · Files

    One-click approvals with comments

  5. Client portal: the Client portals screen

    Step 5 · Client portals

    Email notifications on new activity

Start in three steps

  1. Step 1

    Start from this template

    Sign up free and open the template in the studio. Change the description to fit your idea if you like.

  2. Step 2

    Approve the plan

    The agent shows you what it will build: screens, data and features. Nothing is built until you agree.

  3. Step 3

    Test and publish

    The app is built, tested in a real browser and ready to publish on your own address.

More Business templates

Client portal — app template · Craftkite