Client Portal

Give clients their own space.

Get a branded client portal — secure login, document sharing, messaging, and billing — generated and deployed in minutes.

Build your client portal

The problem

Clients email you for updates, lose documents in their inbox, and wonder what they are paying for. A dedicated portal gives them self-serve access to everything they need while making your team look professional.

Built for

Agencies sharing deliverables and status updates
Professional services firms managing client documents
SaaS companies providing account management dashboards
Consultancies tracking project milestones and invoices

What the generated app includes

Secure login with email, password, and optional MFA
Document sharing with role-based access controls
In-app messaging between clients and your team
Billing dashboard with invoice history and payment status
Project progress tracking with milestones
Custom branding with your logo, colors, and domain

Auth, roles, and payments

The generated portal includes everything needed for a secure, professional client experience.

Secure Authentication

Email/password login with optional multi-factor authentication and session management.

Role-Based Access

Clients see only their own data. Team members manage their assigned clients. Admins see everything.

Payments (Optional)

Integrate Stripe for invoice payments, subscription billing, or one-time charges.

Roles and permissions

Client

View own documents, send messages, track project progress, view invoices

Team Member

Upload documents, respond to messages, update project status

Admin

Full access to all clients, settings, billing configuration, and user management

Admin panel operations

Client Overview

See all clients at a glance with activity summaries, last login, and outstanding items.

Activity Log

Track all client interactions, document views, and messages in one timeline.

Bulk Operations

Send announcements, share documents, and update statuses across multiple clients.

Credit usage example

ItemCredits
Builder generation (full-stack client portal)115 credits
Estimated monthly usage~$11.50

Ready to build your client portal?

Describe your client experience. TrainedApps generates a complete portal with secure login, document sharing, and messaging.

Build your client portal