Client portal

Internal tools + operations · service-portals

Make client portal feel obvious.

The client portal owner blueprint that turns intent into action in one page.

· Customer logos· Privacy + security badges· Recent press / partners

/dashboard#metrics

4-6 KPI cards for Client portal with sparkline + delta + drill-down link.

/dashboard#listing grid

Recent activity feed for Client portal with filterable item types.

/reports#metrics

4-6 report templates for Client portal with date-range picker + export-to-CSV.

/settings#lead form

Settings groups for Client portal: profile, notifications, integrations, billing, danger zone.

Operational efficiency

Client portal owner

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build 4315ed5 · 2026-05-22 06:50 EDT