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Apps & internal tools

Client portal

Explore this client portal example to plan project progress, sample invoices and files, update requests. Open the demo, then adapt the request for your own project.

Open demoStart from this example
Client portalClient portal

This is a reference app with sample data stored in this browser. You can reset it. It demonstrates the interface and interactions; configure and test real accounts, permissions, storage and payments in your own project.

Start with your own request

Use this request as a starting point. Change the details below, or copy your edited request to keep it for later.

See plans and pricing

Sign in or create an account to bring this request into Studio. Review it before building.

Try these steps in the demo

  1. Open a project card, review the delivery milestones, and mark a milestone complete.
  2. Switch to Invoices, filter open or paid invoices, and preview or download a sample invoice.
  3. Open Files to preview shared documents. Request an update and check Recent activity.
  4. Refresh to check that project progress and activity remain, then use Reset demo to start again.

What to adapt for your project

  • Project progress
  • Sample invoices and files
  • Update requests

Create your own version

  1. Open the demo and check the screens and actions that matter for your project.
  2. Edit the starter request with your audience, records and workflow, then continue into Studio.
  3. Review the request before building. Check the resulting app, then configure the real services your project needs.

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