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Client portal development
Secure client portals clients love to use.
Give clients one secure place to share documents, see progress, sign, pay invoices and message your team — replacing long email chains with a professional experience.
- Secure document exchange
- Progress updates
- E-signatures
- Invoices & payments
Quick answer
What is a client portal?
A client portal is a secure website or app where clients log in to exchange documents, track the progress of their matters or engagements, sign documents electronically, view and pay invoices and message the firm. It reduces email risk and gives clients a modern experience. NextGenSol builds client portals for Saudi law, accounting, consulting and financial firms.
A better client experience
Replace email chains with one secure place
What you get
- Secure document upload and sharing
- Matter or engagement status
- E-signatures and approvals
- Invoices and online payment
- Messaging and notifications
Sensitive documents sent by email are hard to track and easy to misdirect. Clients also want to know where their work stands.
We build portals with strong security and a clean bilingual interface, connected to your CRM, document management and billing.
Key features
Client portal features
Secure access
Strong login and permissions.
Documents
Folders, uploads and versions.
Status
Progress and next steps.
E-signatures
Sign and approve online.
Billing
Invoices and payments.
Messages
Secure conversations with your team.
How we work
From idea to launch in five clear steps
Every project follows the same proven process, with your approval at each stage.
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01
Step 1
Discovery
Workshops to understand your users, processes and goals.
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02
Step 2
Design
User flows, screens and a clear scope you approve before build.
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03
Step 3
Build
Development in short sprints with regular demos.
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04
Step 4
Test & integrate
Testing with real data and connections to your existing systems.
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05
Step 5
Launch & support
Training, go-live and ongoing support and improvements.
FAQ
Ask a question Client portal questions
Can't find your answer? Talk to our team.
01Can each client only see their own files?
Yes. Permissions ensure each client and user sees only what they are allowed to.
02Can the portal carry our branding?
Yes. The portal uses your brand, domain and bilingual content.
03Is there an audit trail?
Yes. Uploads, downloads, views and signatures are logged.
Professional & Financial Services
More solutions for professional services
Business Websites
Credible bilingual websites that build trust and generate enquiries.
CRM Development
Leads, clients, engagements and follow-ups managed in one CRM.
Workflow Automation
Automate onboarding, approvals, reminders and recurring tasks.
Document Management
Organised, secure documents with permissions, versions and search.
Business Intelligence
Dashboards for revenue, utilisation, pipeline and client performance.
All professional services solutions
See every solution we build for this industry.
Ready to impress your clients?
Tell us how you share work with clients today. We'll design the right portal.