Custom Portal Solutions

Client Portals & Systems That Run Your Business Better

Stop managing client information across spreadsheets, emails, and sticky notes. Digiware builds custom portals and dashboards that centralize your operations, automate repetitive tasks, and give clients a professional self-service experience.

What Are Custom Portals?

Custom portals are secure, private websites where your clients, members, or team can log in to:

  • Access documents, reports, and resources
  • Book appointments and make payments
  • Track project progress or order status
  • Submit requests and communicate with your team
  • View personalized dashboards and data

Think of it as your own private platform , branded to your business and built around your exact workflow.

Who Needs Custom Portals?

Professional Services

Accountants, lawyers, consultants, and agencies who manage ongoing client relationships with document sharing, project updates, and secure communication.

Membership & Subscription Businesses

Clients get instant access to what they need, 24/7 , no waiting for office hours or email responses.

Service Providers with Complex Workflows

Recruitment agencies, real estate, project management firms, and healthcare practices managing multiple stakeholders and approval processes.

B2B Companies with Repeat Customers

Wholesalers, distributors, and manufacturers needing client-specific pricing, order history, and reorder systems.

Common Portal Solutions We Build

Client Management Portals

Centralized hub where clients view invoices, download reports, upload documents, and track project milestones , reducing email chaos and missed requests.

Booking & Scheduling Systems

Custom availability calendars with automated confirmations, reminders, rescheduling, and payment collection. Perfect for multi-service businesses.

Member Areas & Course Platforms

Secure content libraries with drip-fed lessons, community forums, progress tracking, and automatic access based on subscription level.

Internal Dashboards

Real-time business intelligence for your team , showing KPIs, sales pipelines, customer data, and operational metrics in one visual interface.

Vendor or Partner Portals

Supplier onboarding, compliance document management, order submission, and communication tools for businesses managing external relationships.

Custom Quoting & Proposal Systems

Automated proposal generation based on client selections, with e-signature, payment processing, and CRM integration.

Benefits of Custom Portals

Save 10-20 Hours Per Week

Eliminate repetitive admin tasks like sending documents, answering status questions, and manually scheduling appointments.

Improve Client Experience

Clients get instant access to what they need, 24/7 , no waiting for office hours or email responses.

Reduce Errors & Miscommunication

Single source of truth for all client data. No more lost emails or outdated spreadsheets.

Professional Brand Perception

A custom portal signals that you’re established, trustworthy, and serious about client service.

Scale Without Hiring

Handle 2-3x more clients without increasing administrative staff.

Data Security & Compliance

Role-based access controls, audit trails, and secure data storage meeting Australian privacy standards.

How We Build Your Portal

1. Weeks 1-3: Discovery & Planning

We document your current workflow, identify bottlenecks, and design the ideal portal structure. We specify exactly what users can do, what automations run in the background, and how data flows between systems.

2. Weeks 4-7: Design & User Testing

Visual mockups of every screen, tested with real users to ensure intuitive navigation and seamless experience.

3. Weeks 8-13: Development & Integration

We build your portal and connect it to your CRM, accounting software, calendars, payment processors, and other tools. Rigorous testing to ensure everything works flawlessly.

4. Weeks 14-15: Training & Launch

Your team learns to manage the portal through comprehensive documentation and walkthroughs. Clients are onboarded smoothly with automated welcome sequences.

5. Week 16: Optimization & Handover

We monitor usage, gather feedback, make final adjustments, then transition to ongoing support.

Technology We Use

We build portals on proven platforms based on your needs:

  • WordPress + Custom Plugins – Flexible and cost-effective
  • Webflow + Memberstack – Modern design with powerful logic
  • Custom Web Applications – Laravel, React for complex requirements
  • Portal-Specific Platforms – Client Portal Pro, Copilot, or custom builds

All solutions include mobile optimization, secure login, role-based permissions, and integration capabilities.

Portal Pricing

Starter Portal
$6,500

From

Basic client access

Document sharing

Messaging

Simple booking

Professional Portal
$12,500

From

Full-featured client management

Automation

Integrations

Custom workflows

Enterprise Portal
$25,000

From

Complex multi-user systems

Advanced permissions

API integrations

Custom features

Ongoing Portal Maintenance

Monthly Maintenance Plans – From $110/month

We handle all technical management:

  • Security monitoring and updates
  • Bug fixes and performance optimization
  • Daily backups with 30-day retention
  • Uptime monitoring (99.9% guarantee)
  • Minor feature adjustments
  • User support and troubleshooting
  • Priority response time

Major feature additions or structural changes quoted separately.

Ready to Streamline Your Operations?

We’ll review your current process, identify automation opportunities, and show you examples of what’s possible.