New website or redesign? Get a free quote - no obligation. Start here →
Skip to content

Custom apps · Client portal

Client portal development.

When customers keep emailing to ask where things stand, the fix is rarely another email. A client portal gives every customer a private, logged-in view of their own documents, status, and payments, and gives your team one organized place to answer them. We design and build portals that fit how your business actually works, working remotely from our Providence, RI studio for clients across the US and Canada.

Quick answer

A client portal is a secure, logged-in area of your website where each customer sees their own documents, status, messages, and invoices. GEO Marketing Group designs and builds custom portals starting around $8,000, typically $16,000, working remotely from Providence, RI for businesses across the US and Canada.

What it does

Client portal, in plain language.

A client portal is a secure, logged-in area of your website where customers see their own information: documents, status, messages, invoices, and next steps. It replaces long email threads and repeated phone calls with one place both sides can trust. You decide what each client can see and do.

Starting at

from $8,000

A planning anchor, not a quote. Most client portal projects land near$16,000, and the scope of roles, integrations, and automation sets the final fixed number.

What client portal builds include

Secure login with password reset, optional two-factor authentication, and per-client permissions

Document exchange with upload, download, version history, and an activity log

Status tracking so clients can see where their project, case, or order stands without calling

Secure messaging with email or text notifications when something needs their attention

Invoices and online payment through Stripe or the processor you already use

An admin side for your team with search, bulk actions, and exportable records

How we build it

The stack behind client portal builds.

We typically build a client portal as a Node application with an Astro or React front end, a Postgres database, encrypted files in private S3-compatible object storage with signed expiring links, session-based authentication, and Stripe for payments, deployed on managed hosting with automated backups.

See the pattern in action

Portfolio pieces are concept designs for illustrative businesses, not real clients. Tools are live and free to use.

FAQ

Client portal builds: common questions.

How is client data kept secure in a portal?

Every request is authenticated, data is encrypted in transit and at rest, files live in private storage and are served through signed links that expire, and each client can only reach their own records. Access is logged, so you can answer who saw a document and when if the question ever comes up.

Can the portal connect to the software we already use?

Usually, yes. If your CRM, practice-management, accounting, or e-signature tool has an API, the portal can read from it and write back to it, so the portal is a window onto your existing records rather than a second copy of them. We confirm which systems are involved during scoping.

How long does a client portal take to build?

Most portals take six to twelve weeks from scope to launch, depending on how many record types, roles, and integrations are involved. We start with a clickable prototype of the client-facing screens so you can react to the flow before any production code is written.

Ready to scope your client portal build?

Describe the workflow in plain language: who uses it, what they need to see, and what should happen automatically. We come back with a scope, a realistic timeline, and a fixed quote.