Client account
Requests, projects, messages, files, history, documents and notifications in one place.
04
CLIENT PORTAL / B2B / B2C
Client portal and account development
Custom client portals with registration, roles, requests, orders, documents, files, messaging, payments, statuses and integrations with your existing systems.
RegistrationRolesOrdersDocumentsFilesIntegrations
Where it creates value
Users complete work without calling a manager
A client portal becomes useful when users need personalized data, history, statuses or self-service operations.
B2B portal
Personal pricing, orders, invoices, documents, employee access and accounting-system integration.
Partner portal
Separate roles, materials, requests, reporting and processes for dealers, contractors or representatives.
What we design
Access, data and actions for every user
A portal is only reliable when permissions and server logic are designed as carefully as the interface.
01
Auth and security
Registration, login, sessions, recovery, limits and server-side authorization.
02
Roles and permissions
Clients, staff, admins or partners only see data and actions they are allowed to access.
03
Domain entities
Orders, projects, requests, statuses, documents, profiles or other business objects.
04
Files and messaging
Private storage, upload/download, conversations and notifications.
05
Payments and documents
Invoices, payments, receipts, subscriptions or documents as required.
06
Integrations
CRM, ERP, accounting systems, APIs and webhooks for current data.
Approach
Role matrix before screens
Who enters, what they can see and what actions they can perform.
Where information comes from, where it lives and who owns freshness.
Operational screens, statuses, failures, messaging and mobile flow.
Permissions, private files, API checks and production configuration.
Related mechanics
Client portals do not exist separately from backend
KVI cases show products with user state, administration and real data.
Trust / How I work
Less uncertainty.
More control.
The stressful part of software is rarely just the price. It is not knowing what is happening, who owns the outcome, or what remains under your control after launch. I design the process to make those things visible from the start.
01
You always know what is happening
The project has clear stages, a current state and a next action. No vague “almost done” status and no technical fog.
02
Source code and access stay with you
The codebase, structure and key credentials do not become leverage. The product can be continued without artificial vendor lock-in.
03
You talk directly to the developer
No manager translating between the problem and the implementation. Context stays intact and decisions can be discussed directly.
04
Risk before code
Before active development, I review scope, integrations, data, critical flows and launch constraints. That is cheaper than repairing the architecture after release.
Verify before reaching outFirst request — no registration required
FAQ / Client portal
What should be clear before development
01How much does a client portal cost?+
Budget depends on roles, entities, integrations, documents and operations. A profile-only account and a B2B portal with orders and ERP are very different systems.
02Can it be added to an existing website?+
Yes, if the current architecture can safely support authentication and data access. In some cases a separate application on a subdomain is cleaner.
03Can you build a B2B portal?+
Yes. That often adds organizations, multiple employees, internal roles, personal terms, documents and ERP/CRM integration.
04How are private files protected?+
Access must be enforced server-side. Private documents should not live in a public directory with guessable URLs.
Start
Tell me who will use the portal
Clients, partners, employees or several roles. From there we can map data, permissions and a useful first release.