Custom client portals & systems

One home base for your whole business.

A private, branded system where your clients view proposals, sign, pay, and track their work, and you see everything that needs your attention on one screen.

Stop chasing proposals

See who opened yours, how many times, and who needs a nudge.

Get paid faster

Clients accept, sign, and pay in one sitting, without a string of emails.

Look as established as you are

Clients sign in to your portal, in your brand, not a shared folder.

Get it out of your head

Follow-ups, balances, and bookings come to you. Nothing depends on your memory.

What it looks like

Built for you, and for the people you serve

Sample screens with a made-up business. Yours carries your name, colors, and the steps your clients take.

Sample screen. Your side: one screen for the day

Your side: one screen for the day

Open proposals, who has viewed them, what is due, and who needs a follow-up. No digging through email to find out where things stand.

Sample screen. Their side: a proposal they can say yes to

Their side: a proposal they can say yes to

Options side by side, clear pricing, and one button to accept. They can share it with a board or a partner without a single attachment.

Sample screen. After yes: a portal that walks them forward

After yes: a portal that walks them forward

Sign the agreement, pay the retainer, see the next session, share files. Every client knows exactly what happens next.

How it works

From messy to mapped to built

  1. We map how you work. A working session, plus a guided questionnaire in your own portal for your brand, colors, links, and what you want on your site and admin side.
  2. We design it with you. You see the layout and the flow before anything is built. Two rounds of changes are included.
  3. We build and test it. On your own accounts, in your brand. You follow each stage in your portal, see the work in progress, and can request add-ons as you go.
  4. We hand you the keys. A walkthrough, a plain-language guide, and support while you settle in. You own it.

Three ways to build

Start where you are

Start here

Landing Page Build

You need a clear, professional front door.

  • One branded page on your own domain
  • Inquiry form that lands in your inbox
  • Booking link for consults
  • Written and designed with you

Priced at your consult, based on what you need

Most requested

Proposal and Payment Portal

You send proposals and chase payments by hand.

  • Your own admin dashboard
  • Proposals clients open with a private link or code
  • See who opened it, and how many times
  • Accept, sign, and pay in one sitting
  • Balances and follow-ups surfaced for you

Priced at your consult, based on what you need

The full system

Full Operations Hub

Your business runs out of your head and your inbox.

  • Everything in the Proposal and Payment Portal
  • A private portal for every client
  • Shared plans, tasks, files, and session notes
  • Calendar, reminders, and meeting invites
  • Courses, a shop, or staff tools if you need them
  • Built around the way your team works

Priced at your consult, based on what you need

Running costs. Every build runs on accounts in your own name. Plan on about $40 a month, paid directly to the providers: Vercel Pro for hosting ($20) and Claude Pro ($20), plus your domain at about $12 to $20 a year.

Systems Care Plan. Ongoing care for a system we built: updates, small changes, fixes, and backups, so it keeps working as your business changes. $275 per month.

Questions

Good to know

Do I own it?

Yes. It is built on accounts in your name: your domain, your hosting, your Claude account, your payment processor. If we ever part ways, it stays with you, and you or anyone you hire can keep improving it.

What does it cost to run?

Plan on about $40 a month, paid directly to the providers and not to us: Vercel Pro for hosting ($20) and Claude Pro ($20), the AI assistant your system is built and updated with. Your domain is about $12 to $20 a year. Card payments carry the processor's standard fee. These are in your name, so they are separate from your build price.

How long does it take?

A landing page takes about two weeks. A portal takes four to six. A full operations hub takes eight to twelve, depending on what it needs to do.

What if I need changes later?

The Systems Care Plan covers updates, small changes, fixes, and backups each month. Larger additions are quoted separately.

Is this the same as HoneyBook or Dubsado?

No. Those are tools you rent and bend your business around. This is designed around how you already work, carries your brand, and belongs to you.

Ready to run your business from one screen?

Start with a free consult. We will walk through how you work now and what a system built for you could take off your plate.

Book a free consult