Branded Client Portals That Let Your Customers Help Themselves
Your clients shouldn't have to call or email every time they need a status update. We build secure, branded portals where your customers log in, submit requests, upload documents and track progress on their own. Fewer enquiries for your team, better visibility for your clients.
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Our client portal services
We design, build and support client portals that give your customers a branded self-service experience and take routine enquiries off your team's plate. OfficePro Consulting has delivered 600+ projects over 10+ years as a Microsoft Partner, and every client portal is scoped and quoted before any work begins.
Portal design and development
Custom-built portals branded to your business. Your clients log in and see your colours, your logo and a professional interface designed around how they actually interact with you. Built on Power Pages, SharePoint or a fully custom web application depending on what fits.
Self-service and status tracking
Give your clients real-time visibility on requests, applications, orders and service cases without calling or emailing your team. Status updates, progress indicators and personalised dashboards so every client sees exactly where things are at.
Document management and online forms
Replace PDF forms, shared inboxes and email attachments with structured online submissions and secure document upload. Clients submit what you need in the format you need it, with file versioning and audit trails built in.
Secure login and access control
Secure login with Microsoft Entra ID, multi-factor authentication and role-based permissions. Every client sees only their own data. Internal staff get admin views with full visibility across all accounts and submissions.
Automated notifications and workflows
Status change emails, reminder notifications, document request alerts and escalation triggers that run without your team lifting a finger. Powered by Power Automate so your portal keeps clients informed and your staff focused on the work that matters.
System integration
Connect your portal to the systems your business already runs on. CRM, accounting, ERP, SharePoint, Dynamics 365 and third-party platforms. Data flows both ways so your team never re-enters information and your clients always see the latest status.
See something that fits? Tell us what you need →
What a secure client portal includes
A client portal gives the people you work with a secure place to log in, share and track. These are the building blocks we put in place.
Authentication and roles
Secure sign in with the right access for each user, so people only see what they should.
Document exchange
A controlled place to share files both ways, with versioning and an audit trail.
Status tracking
A clear view of where each request, job or application is up to, without the back and forth.
Secure messaging
Conversations kept in one place against the right record, not scattered across inboxes.
Audit trail
A record of who did what and when, for compliance and peace of mind.
See how we solve problems like this across our recent work →
Ready to start? Book a free initial conversation →
We don't build your portal and disappear
Your client portal needs to evolve as your business grows and your clients' expectations change. We stay with you.
Ongoing client portal support
We monitor, maintain and update your portal so issues get caught before your clients notice. From authentication to data connections, we keep everything running smoothly.
- Bug fixes, performance monitoring and uptime management
- Adding new forms, pages and features as requirements change
- User access management and permission updates
- Security patches and platform version upgrades
Client portal training and handover
We train both your internal team and your end users so the portal gets adopted from day one. Your admins learn to manage content and permissions, and your clients get a smooth onboarding experience.
- Admin training for managing users, content and submissions
- End-user guides and onboarding materials for your clients
- Documentation covering portal architecture, data model and workflows
- Handover sessions with your internal IT or operations team
Frequently asked questions
What platform do you build client portals on?
It depends on what your business needs. For portals that connect to Dataverse and the Microsoft Power Platform, we use Microsoft Power Pages. For document-heavy portals with intranet-style navigation, SharePoint is often the better fit. For businesses that need full design control or features beyond what Power Pages offers, we build fully custom web applications. We recommend the right platform after understanding how your clients will use it.
How long does it take to build a client portal?
Most client portal projects run between 4 and 8 weeks from scoping to go-live. A straightforward portal with login, status tracking and document upload is on the shorter end. Portals with custom workflows, multiple user roles, system integrations and automated notifications take longer. We scope every project before quoting so you know the timeline upfront.
How do clients log in and is the portal secure?
Your clients log in with a username and password, or through single sign-on using Microsoft Entra ID if they already have Microsoft 365 credentials. We set up multi-factor authentication and role-based permissions so every client sees only their own data. Your internal admin team gets a separate view with full visibility across all accounts and submissions.
Can our clients use the portal on their phones?
Yes. Every portal we build is fully responsive and works on phones, tablets and desktops. Your clients access it through their browser with no app to install. Power Pages portals and custom web applications both render natively on mobile devices, so your clients can submit requests, upload documents and check their status from anywhere.
Can the portal connect to our existing systems?
Yes. We connect portals to CRMs, accounting platforms, ERPs, SharePoint, Dynamics 365 and other business systems. Data flows both ways so your clients always see the latest status and your team never re-enters information. For systems without a built-in connector, we build custom integrations using APIs or Power Automate as the integration layer.
How much does a client portal cost?
We quote every project individually after a scoping conversation. The cost depends on which platform suits your needs, how many user roles and workflows are involved and what systems need connecting. We offer a free initial conversation to understand your requirements and give you an honest assessment of what it will take before any commitment.
Stop being the go-between. Give your clients their own front door.
Still fielding the same status enquiries by phone and email? Tell us what your clients need access to and we'll show you what a branded portal could look like. Every engagement starts with a free initial conversation. No pressure, no commitment.
