Client portals and member areas
A private area on your site where each client logs in and sees their orders, documents, invoices, appointments or courses. Custom built.
A client portal is a private part of your website: each client logs in with their account and finds what's theirs, without having to email you to ask for it. Their documents, the status of their case, their invoices, their appointments or the content they paid for. For you it means fewer "could you resend…?" emails and a service that looks more professional.
Examples of what it can hold
- Case or project status: what stage each case is at, with dates and next steps. Useful for law firms, relocation and paperwork agencies, builders and technical services.
- Documents and invoices: each client downloads their own, sorted by date.
- Member areas: courses, videos, guides or discounts only for clients or subscribers, with access according to the plan they paid for.
- Orders and reorders: wholesale customers see their history and reorder in one click.
- Forms and requests: clients send information or files and you get them organized, not buried in an email thread.
What's included
- Secure accounts: sign-in with email and password, or with a link sent by email, with no passwords to remember.
- Permissions: each client sees only their own; your team sees what it should.
- A dashboard for your team to upload documents, change statuses and see activity.
- Automatic notices by email, and by WhatsApp if you need it, when something changes.
- Your brand, designed for phones, in English, Spanish or both.
- Protected data: encrypted connections, backups and access logs, in line with Costa Rica's data protection law (Ley 8968).
How we work
- Free 30-minute video call to understand what your clients ask you for today and which processes you do by hand.
- Written proposal with the screens, permissions, dates and price.
- Design of the main screens for your approval before any code is written.
- Development in stages on a staging site where you can follow the progress.
- Testing with real clients before opening the portal to everyone.
- Handover, training and ongoing support with monthly hosting and maintenance.
Pricing
Each portal is quoted according to its screens, permissions and integrations, after the video call. Prices are in Costa Rican colones plus VAT. As a reference, custom platforms start at the amount shown in the pricing calculator.
Frequently asked questions
Can it connect to my current system?
In most cases, yes: invoicing systems, spreadsheets, CRMs or databases you already use. We review it in the call.
Can I charge for access?
Yes. The portal can charge a monthly subscription or a one-off payment by card, SINPE Móvil or PayPal, and grant access according to the plan.
Can it grow later?
Yes. We build it in stages: first whatever saves you the most time, then the rest. See also our admin dashboards.