AI App Builder · No code · Free

Build a Client Portal for Your Consulting Business

Give each engagement its own login where clients read deliverables, track action items, and message you. Free to start.

Built in minutes No code required Own your data

A working app, not a template

consultant-client-portal.kleap.io
Consultant Client Portal
36 records
+ New
36
Total records
+18
This week
5
Active
Name
Status
Owner
Updated
Harbor 100
Active
L. Dubois
Jul 3
Vertex 107
Pending
T. Novak
Jul 8
Marigold 114
Review
A. Rivera
Jul 13
Delta 121
Done
M. Chen
Jul 18

Consulting engagements produce a steady stream of reports, recommendations, and action items that clients need to find fast. A portal gives each engagement its own home where deliverables live, next steps are tracked, and decisions get documented. Clients feel guided instead of buried in PDFs.

What your consultant app handles

Give each engagement its own dashboard where clients find deliverables, reports, and recommendations in one place.

Track action items with an owner and status (Open, In Progress, Done) so accountability is clear between sessions.

Store every report and slide deck in a searchable library clients can revisit long after the meeting.

Use in-portal messaging to answer follow-up questions, keeping the engagement's decisions documented in one record.

Build it in 3 steps

Step 1

Describe it

Tell Kleap what your consultant needs, in plain words.

Step 2

AI builds it

Get a real working app with records, forms, and a dashboard.

Step 3

Publish

Refine it in chat, then publish. It is a live app you own.

Frequently asked questions

Can I really build a client portal for your consulting business without code?+

Yes. Describe what you track and Kleap builds a working client portal for consultant — records, forms, roles, and a dashboard. You refine it by chatting, no code and no spreadsheets.

Is it free to build?+

Yes. You can describe your app, generate it, preview it live, and keep refining it in chat for free. A custom domain and advanced options are paid.

Do I own the app and its data?+

Yes. The app runs on your own Kleap Database and the data is yours. You control who can log in and what each role is allowed to see.

Can I change it after it is built?+

Yes. Keep chatting to add fields, change the workflow, restyle it, or add new views. The app updates live as you describe the changes.

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Look pro with one place for clients to see project progress, download files, and message you directly. Free to start.

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Give clients a login for session notes, worksheets, and progress tracking, plus private messaging between sessions. Free to start.

Build a Client Portal for Your Consulting Business

Describe it and watch it come to life. Free to start.

Build a Client Portal for Your Consulting Business | Kleap