Client Portal
Client Portal
Your clients securely log in to review project progress, shared files, and upcoming milestones — eliminating repetitive status inquiries.
Routine progress inquiries are resolved through transparent, self-service client workspaces.
A dedicated client portal leaves your team's internal processes intact while providing stakeholders an auditable view of project milestones, backed by granular permission controls that maintain strict data segregation.
One place files live, instead of four email threads
Access that ends the day someone leaves the account
A record of what was sent, and when it was opened
What it costs
Diagnostic
$1,980
We look at how the work actually moves before we design anything.
- Where every inquiry lands today, and who touches it
- Which records live in tools and which live in someone’s head
- What has to move, and what should stay where it is
- A scoped build with a price and a completion standard
Client Portal
$18,000four to eight weeks
Sized in the diagnostic by how many roles you need and how much data has to move. Four to eight weeks.
- Three roles, with permissions configured rather than assumed
- Document hub with folder and file level sharing
- Two-way Google Drive sync so nobody changes how they work
- Migration of your existing records, checked against the originals
- Not included: dispatch, job costing, payroll, inventory
$980per month
From $980 for up to 15 client accounts. $1,680 to 40. $2,680 to 100.
- Hosting and infrastructure included
- Two hours of changes each month
- One business day response
- A small release every quarter
- Beyond two hours, $200 per hour
Other services
Get Found — local search
Show up in the Map Pack when someone searches for what you do.
- Google Maps
- Local SEO
- Rank tracking
Client reporting
A report goes out on schedule, built from what your team already writes down.
- Scheduled
- Review step
- PDF archive
The $1,980 diagnostic
A written plan before anyone builds anything. Yours to keep either way.
- Rank grid
- Audit
- Scope & price
Not sure which one you need?
Want it in writing before you commit? Get the $1,980 diagnostic.