Client Portal
Give clients a clean place to track progress, requests, and next steps.
The Problem
Clients send assets over text, ask 'What is the status of my project?' in midnight emails, and lose critical files in cluttered threads.
The Solution
A secure, simple portal for clients to check project statuses, review active milestones, upload assets, submit feedback, and view deliverables in a branded interface.
Interactive Simulator Sandbox
Select Workspace Perspective
Admin Configuration Deck
Welcome back, Sarah!
Here is the active status of your branding and development project. All files and milestones are centralized here.
How it adapts by industry
Scenario: "A client needs to download their final logo formats and website branding guideline sheets."
Outcome: Client logs in, visits their Asset Vault, and downloads vector file assets directly without emailing.
Scenario: "CPA needs the business client to upload their end-of-year corporate ledger sheets and receipts."
Outcome: Portal presents a secure file dropbox, flags missing requirements, and text alerts the CPA.
Scenario: "Coaching student wants to review notes and homework sheets assigned during their last session."
Outcome: Student logs in and accesses call video replays, action plans, and resource documents in one place.
System configuration options
Core Engine Features (Fixed)
- ✓ Visual Timelines: Real-time project roadmap showing exactly what is completed, active, and up next.
- ✓ Assets Vault: Encrypted folder structures for design files, contracts, logins, and project briefs.
- ✓ Request Logger: High-fidelity intake form for new requests that feeds into internal task boards.
- ✓ Notion/Airtable Sync: Automatically syncs with internal databases to update progress bars instantly.
Adapted Capabilities (Customized)
We write custom scripts and logic to route this demo's data exactly into your clients' business software stacks:
- 🔗 Direct data integration with Asana, Linear, or Trello boards
- 🔗 Custom LLM prompt guardrails and context instructions
- 🔗 Custom email templates and SMS response drafting
- 🔗 Brand styles, color tokens, and custom domains
System FAQ
Can we use our own custom domain and branding?
Yes. The client portal ships entirely under your brand, logo, and brand colors. Your clients never see the Design 6 name.
Do clients need to sign up for accounts?
We support both password-less login links (sent via email/SMS) and secure credentials to keep the entry friction as low as possible for busy business owners.
Set Up a Partner Sandbox
Let's customize this specific Client Portal engine with your client's database rules and branding theme under a predictable flat build fee and flat monthly ops fee.