Client portal builder

Give every client their own front door.

A logged-in space where clients see their projects, files, invoices and messages. Their data only, under your brand.

Client work lives in email threads, shared folders and a status update someone has to write every Friday. Clients ask where things stand because there is nowhere to look.

A portal answers the question before it is asked.

Each client sees only their own.

Accounts and isolation are part of the data model, so one client can never open another client’s files.

  • Client accounts with invitations.
  • Per-client data isolation enforced on the server.
  • Roles for your team and for the client’s team.

Everything they keep asking for.

Project status, documents, invoices and approvals in one place, updated as you work.

  • File uploads and shared documents.
  • Status, milestones and approvals.
  • Invoices and online payment.

Under your name.

Your domain, your logo, your language. Clients never have to learn that a platform is underneath.

  • Your own domain, with automatic SSL.
  • Email notifications in your own voice.
  • Multiple languages, right-to-left included.

Start from this prompt

Copy it, paste it into YeshBe, and change the details to match your business.

Prompt

A client portal for my accounting firm: each client logs in and sees their documents, open requests and invoices, can upload files, and gets an email when something needs their attention.

From a description to something people use

The same four steps, whatever you are building.

  1. 1

    Describe it

    A few sentences about what it does and who uses it.

  2. 2

    Look at the first version

    A working app you can click through, in minutes.

  3. 3

    Change it by asking

    Every correction is another message, for as many rounds as it takes.

  4. 4

    Publish it

    One click to a live URL, then your own domain.

Connects to what you already use

Ask for the connection in a sentence. The keys stay on the server.

Questions before you start

  • Isolation is enforced on the server, at the data layer. A client account can only read records that belong to it.

  • Yes. Connect Stripe or PayPal and payments go straight to your account.

  • Yes. Connect your domain and the portal runs under your brand, with SSL set up automatically.

What will you build first?

Start with one sentence. You can change everything after you see it.

Free to start. No credit card.