Client Portal
SaaS Products

Client Portal

A secure, branded client collaboration portal enabling agencies and freelancers to manage project milestones, share deliverables, collect feedback, and process invoices.

LIKELYintermediate1-2 daysSome configuration needed
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What it does

AI builders efficiently construct multi-tenant permission controls, asset approval workflows, and interactive project milestone dashboards.

LIKELYThe verdict

AI builders efficiently construct multi-tenant permission controls, asset approval workflows, and interactive project milestone dashboards.

MVP features

Client Workspace Partitioning
Project Milestone & Task Board
File & Document Vault
Asset Approval Workflow
Invoicing & Stripe Payment Gate
Client Comment & Feedback Threads
Email & In-App Notifications
Agency Branding Customization

Build prompt

build-prompt.txt
The Build Prompt
Create a multi-tenant Client Portal SaaS web application for digital agencies and freelancers to collaborate securely with their client accounts.

Core Features:
1. Multi-Tenant Access Control: Role-based authorization separating Agency Admins from Client Users
2. Project & Milestone Tracker: Interactive Kanban board for projects and deliverables
3. Deliverable Review System: Asset feedback interface with inline approval buttons and comment threads
4. Invoice & Payment Gateway: Invoice creator with Stripe checkout integration
5. Secure Document Vault: File repository with version history and access control

Key Pages:
- Agency Dashboard, Client Workspace, Deliverables & Review, Invoices, Settings

Database Entities:
- AgencyProfile, ClientWorkspace, Project, DeliverableTask, Invoice

Design: Crisp corporate UI with indigo (#4F46E5), slate gray backgrounds, white card surfaces, bold status chips.
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Last reviewed: Aug 8, 2026

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