Client Portal

A private area on your website where each client logs in to see their documents, project status, invoices, and next steps, instead of searching through emails.

A client portal is part of a WordPress website project from $3,500, built on WordPress accounts with access rules, so client documents stay on your own website and server. A typical project takes 5–7 weeks from the first payment to launch.

Start Your Project Brief

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What Your Customers Can Do

Log in securely

Their own account with a password or a login link sent by email.

See their documents

Contracts, plans, reports, and files shared only with them.

Follow progress

The current stage of their project and what happens next.

Pay and book

Open invoices and the next appointment in one place, when payments and booking are part of the website.

What Your Team Gets

Share files once

Upload a document to the client’s area instead of sending attachments.

Control access

Each client sees only their own content; your team decides who sees what.

Fewer status emails

Clients check the portal before they write to ask where things stand.

Data in your accounts

Client information stays on your website and server, protected by HTTPS, backups, and security updates.

Where a Client Portal Helps Most

Longer projects with documents and stages: remodeling plans and progress updates, programs and materials for coaches and consultants, and gallery delivery for photography studios. Financial advisors use a portal within their compliance rules or link to the one their custodian provides.

How It Is Built

The portal uses WordPress user accounts with roles and access rules, extended with a proven membership plugin where needed, and its pages are designed in the same style as the rest of the website. For sensitive documents, the proposal covers storage, access, and retention for your industry.

Price

This feature is part of a WordPress website project, not a separate subscription. A complete WordPress website starts at $3,500, and the written proposal lists the feature in your scope with one fixed price. Third-party charges, such as payment processing, plugin licenses, or AI usage, are paid directly to the providers. See Pricing.

Who Does the Work

I handle every project myself: research, writing, design, development, and the server. I have worked on websites, servers, and search for over 20 years, and I work in writing during US business hours. There is no account manager between you and the person doing the work. More about me.

How Long It Takes

The feature is built as part of the website project, which typically takes 5–7 weeks from the first payment to launch. The written proposal, sent within two business days of your brief, states the schedule and the launch date. The schedule assumes you answer questions and review pages within two business days. You receive a written report every week.

How Payment Works

Projects under $5,000 are paid in two parts: 50% when the project is agreed, before research begins, and 50% when the agreed site is ready for final review and corrections are complete, before public launch. From $5,000 there are three payments: 40% at the start, 40% after the structure, content plan, and one representative page are approved, and 20% before public launch. Provider charges, such as payment processing or plugin licenses, are paid directly to the providers.

What You Receive at Handover

The website, hosting, and business accounts, registered in your name
Administrator access to WordPress
Client roles and access rules, tested with test client accounts
Portal pages designed in the style of your website
Written instructions for adding a client and sharing documents
A working backup process

Give Every Client One Place to Look

Describe your business in the brief and receive a written proposal with a fixed price.