You imagine it. Kleap builds it.
Describe what you want to create. AI builds the design, features and logic, then develops the project further with your feedback.
- Your idea
- A working app
- Your next improvements
AI Client Portal Builder
A Client Portal for Agencies That Clients Actually Use
Describe your delivery process and Kleap's AI builds a client portal — deliverables, approvals, project status, and invoices — on your agency's brand. Free to start.
You create. Kleap handles the technical side.
Describe the website or app you imagine. Kleap helps you build it, publish it and keep improving it, with tools to monitor how it works and fix issues.
Data and accounts come with the territory.
Database, authentication and forms: build a client portal or an app with the data and access it needs.
- Database
- User sign-in
- Access and roles
Your tools, inside your app.
Add Stripe, business tools and integrations. Connect your accounts and keys to fit the project to the way you work.
- Stripe
- Business tools
- Integrations
A Guardian after launch.
The Guardian spots website issues and helps you fix them with AI. Return to your project in the chat to make the corrections.
- Broken links and 404 errors
- Page and SEO issues
- Fixes with AI
Everything to go live.
Publish with hosting, connect your domain and follow your activity with analytics and the Search Console integration.
- Hosting
- Your domain
- Analytics and Search Console
Your project keeps moving with you.
Keep your code, connect GitHub and work with AI tools like Claude or ChatGPT. AI assistance and human support on paid plans help you along the way.
- Your code
- Claude and ChatGPT
- AI and human support
Minutes
to a working portal
0
per-client fees
Free
to start building
Build vs. buy
Custom client portal vs. off-the-shelf
Agencies drown in 'where are we at?' emails while deliverables, approvals, and invoices scatter across inboxes and chat — clients feel out of the loop and the team fields constant status pings.
Fit
Off-the-shelf SaaS (Copilot, SuiteDash)
You bend your client experience to their fixed modules and layout.
Kleap custom client portal
Built to your exact service — the documents, updates, and payments your clients actually need.
Data
Off-the-shelf SaaS (Copilot, SuiteDash)
Client files and messages sit inside their platform.
Kleap custom client portal
Your data and files live in your own per-app database — exportable anytime.
Cost
Off-the-shelf SaaS (Copilot, SuiteDash)
Per-seat or per-client pricing that grows with every account you add.
Kleap custom client portal
Flat — onboard every client you want, no per-seat tax.
Changes
Off-the-shelf SaaS (Copilot, SuiteDash)
Wait for their roadmap, or accept the portal they hand you.
Kleap custom client portal
Ask the AI in plain language and the portal changes in minutes.
Lock-in
Off-the-shelf SaaS (Copilot, SuiteDash)
Your clients live on their subdomain, on their brand.
Kleap custom client portal
Publish on your own domain and export the code to GitHub — no lock-in.
Skip the $30k custom-portal build — the AI builds it.
A custom client portal is one of the internal tools you can make with Kleap's AI internal tool builder. Add sign-in so only signed-in users can open it; ask Kleap to limit access to your team's accounts and test it with a second account before sharing.
Ownership
Your client portal, your data
It's a real app that belongs to you. the code, the database, and the domain. not a rented seat in someone else's platform.
You own the code
Your client portal is a real app you can export to GitHub. not a config trapped inside someone else's platform.
Your own database
Records live in your app's own database, not pooled in a vendor's cloud with everyone else's.
Your own domain
Publish on your custom domain so it's your client portal, on your brand. not a subdomain of theirs.
No per-seat lock-in
Add your whole team without per-seat pricing, and leave anytime with your data intact.
Playbook
Built around how agencies really work
A client portal for an agency replaces the endless 'where are we at?' emails with one place clients log in to see deliverables, approve work, and pay. Describe how you deliver projects and the AI builds a branded portal around assets, approvals, status, and billing — so clients feel informed and your team stops fielding status pings.
Project-status view give each client milestones, what's next, and what you're waiting on from them.
Deliverables and assets share them in the portal so approvals happen in one thread, not across email and chat.
Approval steps log sign-off on key deliverables so it's a record, not a reply-all nobody can find.
Invoices and payment put billing in the portal so it lives next to the work delivered.
Full branding your logo, colors, and domain, so it feels like your agency, not a third-party tool.
Change-request intake let clients file scope changes in the portal so they become change orders, not scope creep.
Shared roadmap show upcoming phases so clients see momentum and stop asking 'what's next?'.
Onboarding forms collect brand assets, logins, and briefs up front so kickoff isn't a scavenger hunt.
Built for the details
What a client portal for agencies actually tracks
The records, fields, and stages a generic template leaves out — built in from your first prompt.
Client spaces. a branded, private area per client for status, files, and billing.
Deliverables. assets and drafts shared with a logged approval step per client.
Project status. milestones, next steps, and what you're waiting on, visible to the client.
Invoices. billing and payment history sitting next to the delivered work.
Illustrative preview
A real app, not a spreadsheet
Your client portal runs like software your team already knows. a clean dashboard with your records and your stages. This is an illustration; the AI shapes the real layout around how you work.
- Your data and your fields. nothing generic
- Live on the web, on any device
- Refine it by chatting. no config screens
Capabilities
Everything a client portal needs
The core building blocks, ready out of the box.
Secure client login
Each client sees only their own space.
Document sharing
Deliverables and contracts in one place.
Messaging
Keep the conversation next to the work.
Invoices & payments
Send invoices and collect payment inside.
Project status
A live view of where things stand.
Your branding
Your logo, your colors, your domain.
Connects to your stack
Tell the AI which tools to wire in and it builds the integration . no waiting on a marketplace for a connector that doesn't exist.
SlackGoogle DriveStripeQuickBooksGmailZapierand more
Process
How it works
Describe it, refine it, publish it. No schema design, no setup phase before you start.
Step 1
Describe your client experience
Tell Kleap what each client should see — files, updates, invoices, whatever your service runs on. Plain language, no schema design.
Step 2
Kleap builds the portal
The AI turns your description into a working, secure client portal with logins, document sharing, and payments.
Step 3
Refine and publish
Keep chatting to adjust anything, then publish. Your portal is a real app on your own domain.
FAQ
Frequently asked questions
What is an agency client portal?
An agency client portal is a branded space where clients see project status, review deliverables, approve work, and pay — instead of chasing updates over email. Kleap builds one around how your agency delivers.
Can I put it on my own brand and domain?
Yes. The portal uses your logo, colors, and custom domain, so it looks like your agency — not a subdomain of someone else's platform.
How is this different from Copilot or SuiteDash?
Those give you a fixed portal you adapt to. Kleap builds one around your exact delivery process, and you own the code and data — exportable anytime, with no per-client pricing.
How is it different from sharing a Notion page or Google Drive folder?
A Notion or Drive share leaks your whole workspace and can't gate access per client or log an approval. A real portal gives each client their own space with sign-off and billing, on your brand.
Can clients approve deliverables and pay in one place?
Yes. Deliverables carry an approval step so sign-off is logged, and invoices sit right next to the work — wire in Stripe or QuickBooks so clients review and pay without leaving the portal.
Can Kleap really build a client portal for agencies?
Yes. A Client Portal for Agencies That Clients Actually Use works by turning a plain-language description of how you work into a secure, branded client portal — logins, document sharing, project status, and invoices that fit agencies, not a generic template.
How much does it cost to build a client portal?
A traditional custom client-portal build with an agency can run tens of thousands of dollars. With Kleap you describe what your clients need and the AI builds it — free to start, so you skip the agency invoice.
Is it free to start?
Yes. You can describe your workflow, generate a working client portal, preview it live, and keep refining it in chat for free. Advanced options like a custom domain and the enterprise build service are paid.
Do I need to design a database or write code?
No. You describe what each client should see in your own words and Kleap builds the app. You refine it by chatting — no schema design, no code.
What if I want experts to build and run it for me?
That's Kleap Enterprise. Our team scopes, builds, and maintains the client portal for you with custom integrations, SSO, dedicated support, an SLA, and a custom plan. Use the enterprise form on this page to start.
Build a client portal for another business
Client Portal for Accountants
Describe how your firm works and Kleap's AI builds a secure client portal — document requests, tax returns, invoices, and messaging — branded to you. Free to start.
Client Portal for Law Firms
Describe your practice and Kleap's AI builds a secure client portal — document exchange, matter updates, intake forms, and invoices — on your firm's brand. Free to start.
Client Portal for Freelancers
Describe your workflow and Kleap's AI builds a client portal — deliverables, project status, invoices, and messaging — on your own brand. Free to start, no per-client fees.
Kleap Enterprise
Want experts to build and run it for you?
Skip the DIY and let Kleap's team scope, build, and maintain your client portal end-to-end. with custom integrations, dedicated support, an SLA, and a plan priced to your organization.
- Dedicated build team that scopes, ships, and iterates the client portal for you
- Custom integrations with the tools your team already runs on
- SSO, role-based access, and workspace governance for IT
- Priority support with an SLA and a named point of contact
- Migration and onboarding help so your data lands clean
- Custom enterprise plans priced to your team and usage
Describe your portal. Watch Kleap build it.
Tell Kleap how you work with clients and get a secure, branded portal in minutes. Free to start.