# Custom client portals | Working Pace

Canonical: https://workingpace.com/solutions/client-portals
Updated: 2026-10-22

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Custom client portals

# One place to move the work forward.

A client portal built for the relationship you want to deliver. Bring requests, files, approvals and useful updates into a clear experience connected to your internal work.

[Discuss this workflow](https://workingpace.com/book)

Image: A client project portal brings deliverables, files and approval context into one view.

The workflow

## A client workspace connected to delivery.

- ### See the work

Show the project status and latest deliverables.
- ### Take the next action

Share information, review or approve in context.
- ### Keep the team aligned

Connect client activity to the operational record.

## Build around the client’s job.

Clients do not need a copy of your internal dashboard. They need to know what is happening, what you need from them and how to take the next step.

We identify the moments where a portal adds clarity. Sometimes a simpler email or a link to an existing tool is the better experience.

## Connect the portal to delivery.

A request entered by a client should create the right internal work. An approved update should come from a reliable source. A file should only be visible to the people allowed to see it.

We design account access, role permissions, notifications and record ownership with the interface, not after it.

- Requests and documents in context
- Approvals and progress that mean something
- Access controls designed around the client relationship

## Keep it useful after launch.

The portal needs support ownership, reliable links and a way for clients to get help. We test the first-use experience and the less common states before rollout.

Measure successful task completion and support questions. A portal that looks polished but sends clients back to email for every action is unfinished work.

A little clarity

## Questions worth asking.

Is this a subscription product?

Working Pace designs and implements custom work for each business. This page describes a capability we can build, not an off-the-shelf software subscription.

What do you need to assess a project?

A walkthrough of the current process, the tools involved and a few redacted examples are a useful start. We can help define the outcome before a full specification exists.

Keep exploring

## A useful next step.

[Custom business software](https://workingpace.com/services/custom-software-development)[Creative production](https://workingpace.com/industries/creative-production)[Property management](https://workingpace.com/industries/property-management)[Build or buy business software?](https://workingpace.com/guides/build-vs-buy-software)

Start where you are

## Discuss this workflow.

Start with the task, the tools and what you want to improve. We will help define a practical way forward.

[Book a conversation](https://workingpace.com/book)

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Contact: jake@workingpace.com
Book a conversation: https://workingpace.com/book