Client Portals & Admin Dashboards
Give clients and teams one clear place to see what’s going on, instead of chasing emails and spreadsheets.
If your work lives across email threads, shared folders, and ad-hoc spreadsheets, things inevitably get lost. We build secure portals and admin dashboards that centralize information, requests, and status updates so everyone knows what’s happening at a glance.
One place to manage work with clients - clearly and professionally.
Instead of sending “just following up” messages or searching for attachments, your clients log into a portal where they can see their projects, requests, documents, and next steps. Your team gets an internal dashboard that keeps responsibilities and priorities visible.
You save time, reduce confusion, and deliver a more organized experience that builds trust.
Who this is for
- Service businesses with ongoing client work
- Agencies and consultancies
- Firms managing documents, approvals, or requests
- Teams that want less “Where are we with this?”
What you can expect
- Fewer status emails and manual updates
- Clients who feel informed and cared for
- Clearer ownership inside your team
- A more professional, premium client experience
What your portal can include
We design the experience for both sides: clients and your internal team.
Client-facing area
Internal admin dashboard
Communication & documents
Integrations & automations
Designed from real workflows - not theory
We start with your current reality: how clients reach you, what they need to see, and where information tends to get lost. Then we design a portal and dashboard that support that reality instead of fighting it.
The goal is not just “a portal”, but a shared tool that your team and clients naturally adopt because it makes everyone’s life easier.
We also care about performance, security, and maintainability, so your portal stays dependable as usage grows.
Highlights you can expect
- Role-based access and permissions
- Clear status tracking for requests or projects
- Consistent UX for both clients and internal users
- Room to evolve as your service offering grows
Interested in seeing how a portal could look for your business? Mention your use case and we’ll sketch options.
How a portal project works with XPANDFLOW
A clear path from scattered communication to a shared, structured workspace.
01. Discovery
02. Structure & UX
03. Build & integrate
04. Launch & iterate
Frequently asked questions
Common questions from teams thinking about building a portal or dashboard.
Is a custom portal worth it if we already use email and shared drives?
Email and shared folders work up to a point, but they don’t give you structure, tracking, or visibility. A portal centralizes everything and reduces friction on both sides, especially as you grow or handle ongoing work.
How long does it take to get a first version live?
It depends on scope, but we aim for a focused first version that can go live in weeks, not many months. From there we iterate based on how your clients and team actually use it.
Will my clients understand how to use the portal?
Yes. We design with simplicity in mind and use familiar patterns so clients don’t need a manual. We can also help you with short “how to use the portal” explanations or walkthroughs.