Custom Client Portals Built Around Your Business
Give every client a secure, branded place to see their projects, files, invoices, and updates — without the SaaS fees or limitations.
Most businesses start with a Business Growth Engine before investing in custom software.
Generic client portals like SharePoint or Dropbox folders feel cheap, leak information, and force your clients to learn yet another tool. A custom client portal from Deagyst replaces email threads, spreadsheets, and confused 'where's that file?' calls with a single secure space your clients actually want to log into. We design and build the portal around your specific process — what your clients need to see, when, and what actions they can take.
A custom client portal is the single source of truth between you and the people you serve. It typically lives on your own subdomain, matches your brand exactly, and pulls together everything a client needs: project status, deliverables, documents, invoices, signed agreements, change requests, and direct messaging with your team. We build portals on a modern stack (React + secure auth + role-based permissions) so you own the code, the data, and the experience. Add AI assistants, automated status updates, e-signatures, payments, or any custom workflow your clients ask for.
Key Features and Capabilities
Secure client login
Email + password, magic links, or SSO. Multi-factor authentication and role-based access built in.
Branded experience
Your logo, colors, typography, and domain — clients never feel like they're using a third-party tool.
Project & status dashboard
Each client sees the real-time state of their projects, milestones, and next steps.
Document & file sharing
Upload, version, and organize deliverables with granular permissions and audit logs.
Invoices & payments
Stripe integration for one-click invoice payment, recurring billing, or deposits.
Messaging & notifications
In-portal threads and email/SMS notifications so nothing slips through the cracks.
E-signatures & approvals
Send contracts, change orders, and proofs for legally-binding signature inside the portal.
AI client assistant
An embedded assistant that answers FAQs, summarizes documents, and surfaces what's overdue.
Example components & screens
Login & onboarding screen
Branded sign-in with self-serve account creation, password reset, and welcome walkthrough.
Client home dashboard
At-a-glance cards: active projects, outstanding tasks, unpaid invoices, and unread messages.
Project detail page
Timeline, deliverables, files, team members, and a message thread scoped to that project.
Document library
Folder tree, search, version history, and per-file permissions.
Billing center
Invoice list, payment history, saved payment methods, and downloadable receipts.
Admin/staff view
Internal-only screens for your team to manage every client, file, and message in one place.
Example workflows
New client onboarding
- 1Sales closes deal in CRM
- 2Portal auto-creates account + welcome email
- 3Client signs intake forms and agreement inside portal
- 4Project workspace provisioned with kickoff checklist
Deliverable approval
- 1Team uploads deliverable to project
- 2Client receives notification
- 3Client reviews + comments or approves in-portal
- 4Approved version locks and moves to 'Final' folder
Invoice → payment
- 1Invoice generated from project milestone
- 2Client notified by email and in-portal
- 3Client pays via Stripe
- 4Receipt issued + accounting system updated
Example use cases
Agencies
Show creative work, route approvals, and bill clients all in one branded space.
Law firms
Secure document sharing, matter status, and billing transparency for every client.
Accountants & bookkeepers
Document requests, tax prep status, and signed engagement letters in one place.
Contractors
Homeowners see schedule, change orders, photos, and invoices for their project.
Consultants
Deliverables, working documents, and recurring retainer billing for every engagement.
Why teams choose a custom build
- Stop losing files in email threads
- Clients self-serve answers instead of calling
- Faster payment with one-click invoicing
- Professional, on-brand experience clients trust
- You own the code, the data, and the relationship
Turn your process into an app
Tell us what you're trying to fix — we'll scope a custom client portals build.
Request a Custom BuildFrequently asked questions
How long does it take to build a custom client portal?
A focused MVP usually ships in 3–5 weeks. More involved portals with multiple integrations land in 6–10 weeks.
Can it integrate with QuickBooks, Stripe, or my CRM?
Yes. We commonly integrate Stripe, QuickBooks, HubSpot, Salesforce, Google Workspace, and any tool with a public API.
Is the data secure?
Yes. Portals are built with role-based access, encrypted at rest and in transit, with audit logs and optional MFA.
Do my clients have to install anything?
No. Portals run in the browser at your own subdomain. Mobile-friendly by default; native apps optional.
Do you host it for us?
Yes. We host, monitor, and maintain the portal — or hand off the code if you want full ownership.
Related solutions
Industries we build this for
Client Portals by industry
Industry-specific builds of client portals — tailored workflows, integrations, and screens for each business type.
Give your clients a portal they'll actually use.
Tell us how you work with your clients today and we'll scope a custom portal built around it.
Request a Custom Build