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Client Portal
Client PortalPlatform
A secure, centralized hub for clients to track projects, communicate, and access everything in one place.
Project Tracking
Real-time updates on projects, milestones, and deadlines.
Communication
Stay connected with your team through in-app messaging.
File & Document Sharing
Access, review, and download important documents securely.
Invoices & Payments
View invoices, payment history, and manage balances easily.
CLIENT PORTAL
Welcome back, John! 👋
Here's what's happening with your projects today.
4
Active Projects
6
Tasks In Progress
7
Completed Tasks
₦660,000
Outstanding Balance
Project Overview
Recent Activity
New message from Project Manager
Design files uploaded
Invoice #INV-2024-015 paid
Project milestone updated
Invoices
Messages
One Portal. All Your Projects. Total Visibility.
Transparency. Collaboration. Results.
Secure & Private
Enterprise-grade security for your data.
Accessible Anywhere
Access your portal from any device, anytime.
Real-time Updates
Get instant notifications and stay in the loop.
Built for Collaboration
Designed to keep you and your team aligned.
The Problem
Agencies and consultancies commonly update clients over email or a shared spreadsheet that's already stale by the time it's opened — so a client has no live sense of where a project actually stands, has to dig through an inbox to find the last file that was shared, and there's no single place to see what's been paid versus what's still outstanding across more than one active engagement.
What We Built
The moment a client has to email someone to ask "how's it going" is the moment a project feels opaque, no matter how well it's actually going behind the scenes. This portal solves that by giving a client their own real view into every active engagement — switch between projects and see each one's own progress, milestone timeline, shared files, and invoices, with nothing to log into or configure since it opens straight into the signed-in experience. Messaging the project team gets a real response, invoices can be paid on the spot, and a milestone's status is something the client sees, never something they're asked to manage themselves — the same permission boundary a real agency-client relationship actually has.
Key Features
- A project switcher so a client with multiple active engagements sees each one's own progress, phase, and timeline without anything bleeding together
- A milestone timeline showing what's done, what's in progress, and what's next — visible to the client, but only ever updated by the team, matching the real permission boundary of a client relationship
- A searchable, filterable file library for every design file, document, contract, and report shared on a project
- Invoices with a live paid-versus-outstanding balance and a one-tap "Pay Now" that settles an invoice on the spot
- A direct messaging thread with the project team, per project, that gets a real response rather than sitting unread
- No login screen in this showcase — it opens straight into a clearly labeled sample client's portal, exactly as a real client would see their own after signing in
Tech Stack
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