Client Portal Software Built Around Your Client Workflow
Give every client one secure, branded place to track work, share documents, approve deliverables, and manage invoices — without turning email into your project system.
Your clients are stuck emailing for updates?
When clients can't self-serve, your team spends hours answering status questions instead of delivering value.
Endless Status Emails
Clients email constantly asking "where are we?". Your team wastes half a day per week writing status update replies.
Scattered File Sharing
Deliverables shared over email, Dropbox, WeTransfer, and WhatsApp — clients can never find what they need.
Slow Client Approvals
Getting sign-offs over email is painful. Feedback gets buried, timelines slip, and projects stall waiting for a reply.
Unprofessional Experience
Email threads and ad-hoc tools make even great agencies look disorganized. You lose renewal deals over poor experience.
The Solution
A custom client portal for the way your business works.
A connected place for clients to access the work, information, and next actions that matter to them.
STEP 01
Invite client
STEP 02
Collect inputs
STEP 03
Deliver work
STEP 04
Approve & pay
workflow
Real-Time Project Tracking
Give clients a live view of milestones, deliverables, and what is coming next, so they always know where their work stands.
Project overview
Website refresh
Centralized Communication
Messages, feedback, files, and decisions stay connected to the right project, so clients never need to search through old email threads.
Website refresh
Project conversation
Send Invoices and Get Payment
Clients can view, download, and pay invoices in the same place they manage their work, reducing unnecessary payment follow-ups.
Invoice
INV-042
Amount due
$4,800
Assign Tasks to Clients and Your Team
Show each client exactly what needs their input—from uploading a document to approving a deliverable—while your team sees the same shared status.
Your next actions
Website refresh
Automated Reminders
Friendly reminders can be triggered when an approval, payment, or document is overdue, so clients receive the right nudge at the right time.
Project automations
Keep work moving
WHEN
Approval is overdue by 2 days
THEN
Send a friendly reminder
White-Label Branding
Use your logo, colours, domain, and interface style to give clients a seamless, professional experience from the first login onward.
Arc & Mono portal
portal.arcandmono.com
Your project,
your brand.
Next action
Review proposal
New message
Design feedback
Role-based access
Secured Role-based Access
Give every relationship a focused view. Your team manages the workflow while each client contact sees only the projects, records, documents, and actions assigned to them.
Project access
Website refresh
Admin
Workspace settings
Account manager
Assigned accounts
Client contact
Client portal
Each role receives the access it needs—nothing more.
The Component.app difference
Easy and Accessible
Password-Free OTP Sign-In
Clients log in with a one-time passcode, so there’s no password to remember or reset.
Sign in securely
We'll send a one-time passcode to your email.
Portal and Email Stay in Sync
Keep a shared record of communication and progress in the portal while conversations continue naturally over email.
Website refresh
Project conversation
Built Around Your Business
Shape the data, permissions, integrations, and portal structure around the way your team actually operates.
Project automations
Keep work moving
WHEN
Approval is overdue by 2 days
THEN
Send a friendly reminder
Works on Any Device
Give clients the same polished self-service experience on desktop, tablet, or mobile.
Arc & Mono / Website refresh
Phase 2 ready for review
Next action
Approve design
Documents
4 shared files
My project
Website refresh
Phase 2
72%
Access that fits each relationship
The right people see the right work
Give every role a focused, permission-based view. Your team can manage the workflow while each client contact sees only the projects, records, documents, and actions assigned to them.
Password-free sign-in
Secure access without another password.
A one-time passcode lets clients access their assigned portal securely, without having to create or reset a password.
Integration
Bring your existing tools into one client experience
Our custom API makes it simple to connect your client portal with the everyday tools your team already uses.
Measurable impact from day one
Client portal basics
What is a branded self-service client portal?
It’s a secure online workspace that looks and feels like your business. Instead of chasing updates across email, files, and spreadsheets, every client can sign in to see their work, documents, requests, invoices, and next actions in one place.
Welcome back,
Taylor
Website refresh
Phase 2 ready for review
72%
Next up
Client approval due today
Connected portal solutions
Connect your client portal to the work behind it
Choose a portal connected to your sales process or project delivery workflow, so clients and your internal team work from the same underlying records.
Sales & client relationships
CRM with Client Portal
Connect leads, client records, follow-ups, documents, requests, approvals, and invoices in one client journey.
Explore this client portal workflow →Projects & client delivery
Project Management Client Portal
Give clients a clear view of milestones, tasks, files, feedback, approvals, and project handover.
Explore this client portal workflow →Industries & workflows
Which industries are client portals right for?
Explore the client workflows a portal can bring together—from document collection and approvals to project updates, invoices, and client communication.
Accounting
Give clients one secure place to upload records, review reports, approve filings, and view invoices.
Explore Accounting client portal workflow →
Real Estate Transactions
Keep buyers, sellers, agents, and lawyers aligned on documents, milestones, and next steps.
Explore Real Estate Transactions client portal workflow →
Construction & Renovation
Share site updates, approve variations, collect documents, and keep every project decision visible.
Explore Construction & Renovation client portal workflow →
Consulting Agencies
Bring deliverables, requests, meeting notes, and client approvals into one clear workspace.
Explore Consulting Agencies client portal workflow →
Design Agencies
Present concepts, collect feedback, manage revisions, and sign off creative work in one place.
Explore Design Agencies client portal workflow →
Law Firms
Request documents securely, track matter progress, and give clients a private view of their case.
Explore Law Firms client portal workflow →Buyer’s guide
What to know before choosing a client portal
Practical guides for comparing your options and choosing the right portal for your SME.
Start here · 2026 guide
What Is a Client Portal?
Learn how client portals work, what clients can do, and what makes a useful portal for an SME.
Read the complete client portal guide →Guide
Best Client Portal Software 2026
Compare five different options for custom workflows, all-in-one service management, document collaboration, complex client journeys, and onboarding.
Compare the best client portal software →Guide
What Is a White Label Client Portal?
Learn what white label means, the three ways to get a branded portal, who needs one, and what to check before buying.
Learn how white label client portals work →Guide
Client Portal Software Features
Learn which features matter most, from secure file sharing to payments and approvals.
Explore client portal software features →Guide
How Much Does a Client Portal Cost?
Compare subscription software, no-code solutions, and custom development costs.
Compare client portal costs →Guide
Client Portal vs Email and Spreadsheets
See when email and spreadsheets stop being enough for managing client work.
Compare client portals vs email and spreadsheets →Guide
How to Build a Client Portal: Planning
Map the journey, users, permissions, records, pages, rules, and acceptance criteria before building.
Learn how to build a client portal →FAQ
Questions about client portals
What is a client portal?+
A client portal is a secure online space where clients can access documents, track work, submit requests, approve deliverables, view invoices, and communicate with your team. Each client signs in to see only the information relevant to their account.
What can clients do in a client portal?+
Depending on your workflow, clients can upload documents, check project progress, approve work, submit service requests, sign contracts, download invoices, make payments, and communicate with your team—all in one place.
How long does it take to build a client portal?+
A standard Component.app client portal can typically be launched in around seven days. More complex portals involving data migration, custom permissions, multiple integrations, or advanced approval workflows may require additional time.
Can the portal use my company’s branding and domain?+
Yes. Your client portal can use your logo, brand colours, interface style, and a custom domain such as portal.yourcompany.com, so clients receive a consistent branded experience.
Can a client portal integrate with Stripe and other business tools?+
Yes. A custom client portal can connect with tools such as Stripe, CRM systems, databases, email services, and document storage platforms. The exact integrations depend on your existing systems and workflow requirements.
How is client data protected?+
Each client account uses permission-based access so users can only view the information assigned to them. Authentication options such as SSO and two-factor authentication can also be configured depending on your requirements.
Is a custom client portal better than off-the-shelf software?+
Off-the-shelf software is usually suitable for standard workflows and faster self-setup. A custom client portal is more appropriate when your business needs specific processes, branding, permissions, integrations, or features that standard software cannot support.
Launch Your Client Portal in 7 Days
Give your clients a professional self-service experience. No developers, no lengthy setup — just describe what you need.