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.
16,172+ sites created with Kleap in the last 30 days
A working app, not a template
What it is
A client portal for a consultant is a professional web app where each client logs in to track engagement progress, access deliverables and reports, complete assessments, and message you between sessions. Kleap builds it on its own database so each engagement's data stays private to that client.
What your consultant client portal tracks
Every field below is one you can add, rename, or remove by chatting with Kleap — a starting point tuned for consultant.
Engagement roadmap / phase tracker
The phases of the engagement (discovery, analysis, recommendations, implementation) with current status, so the client sees the plan and where they are in it.
Deliverables & reports library
File fields for strategy decks, findings reports, and models the client can download anytime — a permanent home instead of re-emailing attachments.
Recommendations / action items
A tracked list of agreed actions with owner and status, so recommendations turn into accountable follow-through rather than a report that gets shelved.
Assessment / discovery form
A structured intake or diagnostic form the client completes that writes into their record, giving you clean inputs before the first session.
Milestone / deliverable approval
A sign-off action where the client accepts a phase or deliverable, with a timestamped decision saved to confirm the engagement is progressing.
Session notes & documents
A place to post agendas, notes, and reference material tied to the engagement so nothing lives only in one meeting.
Per-client message thread
A scoped conversation for between-session questions so advice stays attached to the engagement, not lost in email.
Engagement status & scope field
The current status and agreed scope of the engagement on the record, keeping expectations aligned and out-of-scope asks visible.
Client dashboard
A summary of current phase, open action items, latest deliverable, and pending approvals shown at login.
What good looks like for consultant
One app, a view for everyone
Client / sponsor
Seeing engagement progress, accessing deliverables, understanding recommended actions, ROI on the engagement
Consultant
Clean discovery inputs, driving action-item follow-through, deliverable sign-off, keeping scope aligned
Client project lead
Knowing which actions are theirs, coordinating their team, tracking status between sessions
Buy a tool, or own one built for you
Off-the-shelf software makes you fit its mold. With Kleap you describe the client portal you actually want and own it outright.
A typical client portal
- Monthly per-seat fees that grow with your team
- Your data lives on their servers, in their format
- Fixed features — you adapt to the tool, not the reverse
- Generic, not shaped around consultant
Built with Kleap
- Free to start — no per-seat pricing
- You own the app and its database, data stays yours
- Change anything by chatting — fields, views, workflow
- Shaped around how consultant actually works
Build it in 3 steps
Describe it
Tell Kleap what your consultant needs, in plain words.
AI builds it
Get a real working app with records, forms, and a dashboard.
Publish
Refine it in chat, then publish. It is a live app you own.
Frequently asked questions
How is this different from just emailing decks and reports?+
The portal gives each client one durable, logged-in home for deliverables, an action-item tracker, and status — so recommendations get followed up instead of shelved in an inbox. It also signals a structured, professional engagement rather than ad-hoc email attachments.
Can clients complete assessments or intake forms in the portal?+
Yes. Structured forms let clients submit discovery inputs, diagnostics, or questionnaires directly, and the answers write into their record. You start each phase with clean, organized inputs instead of chasing information over email.
Does it connect to my client's internal systems or CRM?+
No. It is a self-contained web app for running the client-facing side of your engagement — status, deliverables, actions, and messaging — not an integration with their internal tools. Everything lives in the portal's own database, which keeps the boundary clean and the data private.
Can I run multiple client engagements from one portal?+
Yes. Each client logs into their own scoped record, so you can manage many engagements while every client sees only their own roadmap, deliverables, and messages. Isolation between clients is enforced by their individual logins.
More Client Portal use cases
Ready to build it?
Describe your consultant client portal and watch it come to life. Free to start, no code.