Certificates and reports
Labs, inspection companies, and technical firms that deliver results to each client.
Private client areas on your website
We build private client areas into your website: a password-protected space where each client downloads their documents, checks the status of their orders or services, and views their account information, without having to contact your team. We integrate it with your website’s design and, when possible, with your systems.
Updated:
- Secure username and password login
- Documents and status updates available 24/7
- Fewer repeat requests to your team
Each client sees only their own information
900+ projects delivered
What a client portal includes
The key question is what information your clients ask you for most often. That’s what we put behind the login.
Access and security
- Invite-only sign-up or approval by your team.
- Secure login and password recovery.
- Encrypted passwords and a secure connection.
- A log of who signs in and what they download.
Customer information
- Documents for each client: certificates, reports, invoices, or contracts.
- Status of orders, services, or requests.
- Account and contact details.
- Messages or notices targeted to each client.
Management
- Dashboard for your team to upload documents and update statuses.
- Bulk document upload when you have many clients.
- Email alert when a new document is posted.
- Integration with your system when it has an API.
Most common uses of a client portal
These are the use cases we’re asked for most. If your needs grow, we can expand it into a full portal.
Order status
Distributors and manufacturers whose customers ask about their order status.
Account statements
Invoices, payments, and balances for clients on credit or contract.
Full client portal
When you need requests, workflows, and lots of modules, we build a custom portal.
What should your client see when they log in?
Four questions to define the scope of your private area.
Your answers0 of 4
We recommend
A private document area
Each client downloads certificates, reports, or invoices uploaded by your team.
We recommend
A private status area
Order or service status, updated from your dashboard.
We recommend
A private area connected to your system
Information is pulled directly from your ERP or CRM, with no manual uploading.
We recommend
A full client portal
Requests, workflows, and multiple modules with profiles and permissions.
How we build your client portal
We start by defining what each client sees and where that information comes from.
-
Step 1: Discovery
We identify what information your clients look up and where it lives today.
You: tell us the requests you get most often.
You get: scope and permissions model. -
Step 2: Design
We design the login and client screens to match your site.
You: review the designs.
You get: approved design. -
Step 3: Development and integration
We build the private area, the admin dashboard, and the integrations.
You: test it with trusted clients.
You get: private area in testing. -
Step 4: Launch
We set up the accounts, launch, and train your team.
You: invite your clients.
You get: a working client portal.
Documents by email or a private area
Emailing documents works, until the client can’t find the email and asks for it again.
| Aspect | By email | Client portal |
|---|---|---|
| Availability | Depends on the client keeping the email. | Always available to download. |
| Repeat requests | Constant. | Far fewer. |
| Security | Attachments forwarded with no control. | Login access and download tracking. |
| History | Scattered across inboxes. | Organized by client and by date. |
| Image | Operational. | Professional and modern. |
Does your team spend hours resending documents? Let’s see what can move to a private area.
Businesses that use private areas
Any business that regularly delivers individual information to its clients.
Labs and inspection companies
Results, certificates, and technical reports for each client.
Service businesses
Visit reports, service records, and backup documents for every job.
Construction and real estate companies
Construction progress, documents, and payments for buyers or owners.
Client portal development FAQ
Is it secure?
Yes, following best practices: encrypted connections, encrypted passwords, per-client permissions, and access logs. For sensitive information, we can add two-factor authentication.
Do clients sign up on their own?
Your call. Most businesses create the accounts themselves or approve each sign-up, so only real clients get in.
Does it connect to my system?
If your system has an API, we can pull the information directly from it. If not, your team uploads it from the admin dashboard or by file.
Can I add it to my current website?
In many cases, yes, after we review the technology your site runs on. If your current site can’t support it, we’ll suggest alternatives or a redesign.
What about data protection?
We handle information according to the privacy laws that apply to your business: only the data needed, with consent, and with restricted access. Your privacy policy should cover this use.
What else is client portal and members area development called?
Also known as a client area, members area, or private login section. It ties in with responsive design, WordPress, on-page SEO, hosting and domains, page speed, and WhatsApp buttons, which we review with you when your project needs them.
Can’t find your question?
Related services
Services that often go with a private area.
Which of these services do you need?
Login portals: these services are related, but they solve different problems. Choose based on what you need.
- If you need a full portal with requests, documents, and order status: Customer portal development
- If you need a private area inside your current website: Client portal and members area development (you are here)
- If you need a corporate portal with sections for different audiences: Business portal development
- If you need an internal space for employees only: Corporate intranet development
Get a quote for your client portal
Tell us what information your clients ask for and where you keep it today. We’ll propose scope, timeline, and pricing.
- 1You contact us through the form or on WhatsApp.
- 2We talk about your business and what you need.
- 3You get the proposal in writing, with scope, timeline, and price.
Request your proposal
We reply during business hours (Bogotá time, UTC-5), usually the same day.
Your request0 of 6 required fields