Client portal software for professional services
Briefs arrive in a form, deliverables and approvals sit on the project, and each client signs in to their own work and nobody else's.
Professional services portals you can build
In plain English
What is a client portal for a professional services firm?
A client portal gives a firm's clients one branded place to send briefs, share files, approve work and check status, instead of scattering that across email threads and shared folders. Pory generates one from a plain-English description, with each client's login scoped to their own projects and flat pricing that never charges per client.
The parts behind professional services portals
Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal
Collect
2 partsForms
Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.
File attachments
Upload and view files on the record they belong to, not in a folder named FINAL v2.
Decide
6 partsApprove / reject with a reason
Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.
Status tracker
“Where's my request?” answered as a progress bar on the submitter's own page.
Board by status
Cards in columns. Drag a record to move it along.
Checklists
A task list on each record, ticked off in its detail view, with progress shown. Use it for onboarding, inspections or opening duties.
Notes & scores
A reviewer's score, a coach's feedback, a clinician's note, kept on the record it belongs to.
Reminders by date
Renewals, expiries and overdue work, in an in-app inbox and by email.
Share
2 partsTables
Search, filters, sorting, inline add and edit. The spreadsheet, minus the sharing accident.
Counts, totals & averages
Live figures over the records a viewer is allowed to see.
Control
3 partsWho sees which records
Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.
Passwordless sign-in
A sign-in link by email, by default. Password sign-in if you'd rather.
Your brand
Your domain, your colors, your logo. Members see you.
Frequently asked questions
Your professional services portal starts with a sentence.
Describe who it's for and what each person needs, then send the invite. Unlimited members, flat price.