Can the portal carry our brand instead of yours?
Yes. Your clients see your name, your colors and your web address. We stay in the background unless you want us in the room.
Agencies & studios
Clients see progress, feedback stays in one place, hours get billed
The creative work is the part you love. What drains the week is the reply-all feedback, the file named final-final, and the client asking where things stand on a Friday afternoon. We build the Client Portal System so proposals, feedback, files and hours live in one place your clients can see. We build it for marketing agencies, design studios and creative shops across Houston and beyond.
A design studio. A full client roster.
What slips, and what the Client Portal System does about it.
Referral · Mon
Checked the site, moved on
A portfolio site that sells the work
We build a portfolio site that shows your best projects and what you did on each, with a clear way to start a conversation when a referral comes looking.
Proposal · 6 days
Drafted, still not sent
Sent from a template, e-signed
Proposals start from your own templates with scope, timeline and price filled in, then go out for e-signature with reminders until the client signs.
Feedback · 40 emails
Lost in a reply-all thread
Comments in one client portal
Clients leave comments right on the work inside the portal, so every note sits next to the thing it’s about instead of buried in a thread.
Files · v7-final-2
The wrong version went out
One current version, always
Files live in the portal with the current version on top and the history underneath, so the client downloads the version you approved.
Status · Fri
Client asks where things are
The portal shows progress live
The portal shows each project’s stage, what’s waiting on the client and what’s next, so they can check without emailing you.
Hours · 30
Scope crept, never billed
Time tracked onto the invoice
Time is logged against each project and requests outside the agreed scope are flagged, then both land on the invoice draft for you to approve.
What we build
Inside the Client Portal System.
Portfolio website
A site that shows the work well, loads fast and makes it easy for a referral to reach you.
Proposals and e-sign
Proposals from your templates, signed online and tracked, so work starts the day the client agrees.
Client portal
Your brand on the front, with feedback, files and approvals behind one login per client.
Project tracking
Stages, due dates and who’s waiting on whom, visible to your team and, where you choose, to the client.
Time to invoice
Hours and out-of-scope requests tracked as they happen and pulled onto the invoice.
Your data and accounts stay yours.
Everything runs in accounts under your name. Once it's paid for, the system is yours too. How we handle your data
The services behind it
Where to read more.
- Custom software & CRMSoftware built around how you actually work.See the details
- Apps & UI/UX designApps your customers get on the first try.See the details
- Automation auditFind the one thing quietly costing you the most.See the details
- Your tech department on callYour tech department — without the salary.See the details
Straight answers
Questions owners ask.
We hold our clients’ files and logins. How is that protected?
Each client sees only their own work. We use role-based logins, least-privilege access and an audit trail, and files are encrypted in transit and at rest. Your data and accounts are yours from day one. Once it’s paid for, the system is yours too.
Our team already has a project tool and a time tracker. Do those go away?
Only if you want them to. Where your project tool allows it, we connect to it, and we’ll tell you when the tool you already have does the job. Sometimes the right move is a portal on top of what your team already likes.
Let's get started
Let's find what's costing you.
Thirty minutes on the phone and you'll know the one thing worth fixing first — and what it's worth to fix it. No pitch, no jargon, whether we end up working together or not.
Prefer to talk? (832) 639-5923
Tomball, TX · serving Houston and remote across the U.S. · usually reply same day