Build Your Own Client Portal — no code
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Custom client portal vs. off-the-shelf
Rigid SaaS makes you bend your business to their fields. A custom client portal is built around how you actually work.
You bend your client experience to their fixed modules and layout.
Built to your exact service — the documents, updates, and payments your clients actually need.
Client files and messages sit inside their platform.
Your data and files live in your own per-app database — exportable anytime.
Per-seat or per-client pricing that grows with every account you add.
Flat — onboard every client you want, no per-seat tax.
Wait for their roadmap, or accept the portal they hand you.
Ask the AI in plain language and the portal changes in minutes.
Your clients live on their subdomain, on their brand.
Publish on your own domain and export the code to GitHub — no lock-in.
Skip the $30k custom-portal build — the AI builds it.
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.
A portal shaped like your service, not a template
Kleap builds around your real client experience instead of forcing you into someone else's modules. Here's what that means in practice.
Each client, their own space
Clients log in and see only their projects, files, and invoices — never anyone else's.
Files where clients expect them
Deliverables, contracts, and reports in one place, so no one digs through email for the latest version.
Status without the status meeting
Clients self-serve 'where are we at?' — milestones, next steps, and what you need from them, live.
Get paid inside the portal
Send invoices and collect payment where the work lives, with a running history each client can see.
Refine by chatting
Add a field, a page, or an approval step just by saying it — the portal updates with no config screens.
On your brand, on your domain
Your logo, your colors, your custom domain — it's your portal, not a third-party subdomain.
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
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.
How it works
Describe it, refine it, publish it. No schema design, no setup phase before you start.
Describe your client experience
Tell Kleap what each client should see — files, updates, invoices, whatever your service runs on. Plain language, no schema design.
Kleap builds the portal
The AI turns your description into a working, secure client portal with logins, document sharing, and payments.
Refine and publish
Keep chatting to adjust anything, then publish. Your portal is a real app on your own domain.
Frequently asked questions
What is an AI client portal builder?
An AI client portal builder turns a plain-language description of how you work with clients into a secure, branded portal — logins, document sharing, project status, and invoices — without templates or setup. With Kleap you describe your service and the AI builds the app.
Is it free to build a client portal with Kleap?
Yes. You can describe your needs and generate a working client portal for free, preview it live, and keep refining it in chat. Advanced options like a custom domain are available on paid plans.
Can I tailor the portal to my business?
That's the point. Kleap builds around your actual client experience — document requests for an accountant, deliverables and approvals for an agency, secure exchange for a law firm — instead of a one-size-fits-all template.
Do I need to know how to code?
No. You describe what each client should see in your own words and Kleap builds it. You refine it by chatting, not by writing code or configuring databases.
Should I build a custom client portal or buy one off the shelf?
Off-the-shelf portals like Copilot or SuiteDash give you fixed modules and per-client pricing you adapt to. A custom portal is built around your exact workflow — and you own the code and data, on your own domain, with no lock-in. Kleap builds one from a plain-language description.
How much does it cost to build a custom client portal?
A traditional custom client-portal build with a dev agency can run tens of thousands of dollars. With Kleap you describe what you need and the AI builds it — free to start, so you skip the agency invoice entirely.
Can clients securely share documents and pay?
Yes. Each client signs in to their own space to exchange documents and view invoices, and you can wire in Stripe or QuickBooks so they pay inside the portal — with a history they can see.
Is it on my own brand and domain?
Yes. The portal uses your logo, your colors, and your custom domain, and the data lives in your app's own database. It's your portal, not a subdomain of someone else's platform.
Can experts build and run the portal for us?
Yes — 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 priced to your organization.
Build a client portal for your business
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.
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.
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.
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.
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.
Start free — no credit card required.