Client Portal & Billing

A client emailing to ask for last month's report or a copy of an invoice is a request your team shouldn't need to fulfill manually. We build the portal that gives clients direct access.

What we build

• Report archive: Clients access every past report without emailing your team.
• Automated invoicing: Monthly retainers and project fees billed automatically.
• Online payments: Clients pay invoices directly through the portal.
• Contract & scope tracking: Service agreements and scope documents stored per client.

Implementation scope

The client portal connects to reporting and billing, so every client sees accurate, current data without a manual update.