Client Portal Case Study
Role: Designer and Full Stack Development
Timeline: Feb - Feb 2026
Overview
I built a client portal for agencies from scratch. Seven modules: Dashboard, Tasks, Billing, Projects, Booking, Admin, and Settings. I designed and developed all of them.
The problem it solves is the one most agencies ignore until they're big enough to feel it. Projects spread across email, invoices go out through one tool, meeting scheduling happens through another, and somehow nobody has a clear picture of where anything stands. Clients send "just checking in" emails. Agencies spend time on follow-ups that shouldn't exist.
The portal puts it in one place. That's the whole thing.
Problem
Most agencies run on the same patched-together stack. Notion for tasks, Stripe for invoices, Calendly for booking, and email for the rest. It's not a system - it's just a collection of tabs that sort of works.
The cracks show up in predictable places. A client emails asking for an update and someone has to go hunt it down. An invoice is late because it was in a tool that nobody checked that week. The client has no idea what's happening unless they ask, and asking feels like a bad sign.
Beyond the day-to-day friction, the setup has a harder limit: there are only so many clients you can manage this way before the overhead starts eating into the margin. A proper client portal doesn't just clean things up - it changes what's possible at scale.
Solution
I built it in Webflow. Seven tabs, each scoped to one thing.
The Dashboard shows clients what's active, what's overdue, and what's coming up. Tasks and Projects track deliverables. Billing holds invoices and payment history in one place, so nobody has to go looking. Booking lets clients schedule calls directly. Admin gives the agency control over accounts and visibility settings on the backend. Settings is for clients to manage their own details.
The whole thing is white-labeled. It looks like the agency built it, because as far as the client can tell, they did. For agencies trying to position themselves as premium, that's not a small thing.
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