Internal Web App · Custom Internal Tool
Client Portal
A secure client-facing portal: login, project milestones, document upload, messages, invoices and payment links, and clear next steps — the premium client experience without enterprise software.
The problem it solves
Built for a specific pain
'Any update?' emails, documents scattered across threads, and a client experience that undersells the quality of your work.
Designed for
- Agencies
- Consultants and coaches
- Tax preparers
- Contractors with larger projects
Product brief
The operating model behind the interface
Aura products are not generic templates. Each one is configured around the client's stages, terminology, inputs, controls, and reporting expectations.
- 01
System class
Internal Web App · Custom Internal Tool
- 02
What feeds it
Project milestones and status · Client documents · Messages
- 03
What it produces
Self-serve status visibility · Organized document collection · Threaded communication
- 04
Deployment and ownership
Secure cloud app with per-client access control.
Branded to your firm; a portal-lite edition (structured Notion hub) is available as a starter tier.
How it works
From input to insight
- TriggerClient invited
- LogicMilestones synced
- ActionClient actions
- ActionTeam notifications
- ReportStatus timeline
Inputs
- Project milestones and status
- Client documents
- Messages
- Invoices
Outputs
- Self-serve status visibility
- Organized document collection
- Threaded communication
- Payment access
Key features
What's inside
- Client login and profiles
- Milestone and status timeline
- Document upload with checklists
- Messaging and notes
- Invoices and payment links
- Next-step guidance
Integrations
Onboarding automation · Invoicing · Your project tracker
Customization
Branded to your firm; a portal-lite edition (structured Notion hub) is available as a starter tier.
Deployment
Secure cloud app with per-client access control.
Support & optimization
Included handoff training; retainer covers new features.
Related services
How we deliver and extend it
- Custom Software & Internal Tools
Internal web apps, portals, CRMs, dispatch boards, and business command centers — real software shaped to how your business works.
- SOPs & Business Documentation
Operating manuals, SOP libraries, onboarding packets, and client-facing document packages — organized knowledge your team actually uses.
- Automation Engineering
Workflow automation built with real engineering discipline — n8n, Make, APIs, webhooks, scheduling, conditional logic, ETL, and RPA.
Ready for a client portal?
Tell us about your workflows in a consultation and we'll scope the configuration, timeline, and tier that fits.