Client Portal

Build a Client Portal
with AI

Secure document sharing, project tracking, messaging, and invoicing—built with AI and deployed on your domain. Replace Copilot, SuiteDash, and Clinked with something you own.

Copilot charges $39-149/mo. SuiteDash costs $19-99/mo. Clinked runs $99-995/mo. GenMB lets you build a portal you fully control for a fraction of the cost.

What is a Client Portal?

A client portal is a private, branded space where your customers log in to view projects, download documents, send messages, and track progress. It replaces scattered emails, shared Google Drives, and status update calls with a single, organized interface.

Agencies, consultants, accountants, and service businesses use client portals to deliver a professional experience. Instead of emailing a PDF and asking "did you get it?", your client logs in, sees their deliverables, and leaves feedback—all in one place.

GenMB builds client portals with role-based access, document management, and real-time project tracking using its built-in RBAC and file storage services. Describe your workflow, enable the right services, and deploy a white-labeled portal on your own domain.

Everything Your Clients Need in One Place

Built-in services for auth, file storage, RBAC, and data—no third-party integrations to configure or maintain.

Secure Access Control

Built-in RBAC with admin, client, and team roles. Each user sees only what they should—clients get their projects, admins get the full dashboard, team members get assigned tasks. GenMB's RBAC service handles permissions out of the box.

White-Label Branding

Deploy on your own custom domain with your logo, colors, and brand identity. Clients interact with your brand, not a third-party platform. Custom domains are included with GenMB deployment—no extra configuration needed.

Document Management

Upload, organize, and share files with clients through GenMB's file storage service. Clients access contracts, deliverables, and reports from their portal. Pro plans support up to 100MB per file and 100GB per app.

Real-Time Project Visibility

Clients see project status, milestones, and deliverables without sending you an email. A shared dashboard replaces status update meetings, update emails, and "just checking in" messages.

How to Build a Client Portal with GenMB

Five steps from workflow definition to deployed portal.

1

Define Your Client Workflow

Map out the interactions between you and your clients. What do clients need to see? What actions can they take? What stays admin-only? Clarify the roles and views before you build.

2

Describe Portal Features to GenMB

Tell GenMB what your portal needs—roles (admin, client, team member), views (client dashboard, admin overview, project detail), and permissions (who can upload, who can approve, who can view). Use Agent Mode for multi-screen portals.

3

Enable Auth and File Storage

Add the Clerk plugin for client authentication or use Google OAuth. Enable GenMB's file storage service for document uploads. Both integrate automatically—no backend wiring required.

4

Connect Supabase for Data

Use GenMB's relational database service to store client records, projects, invoices, and messages. Define your schema and GenMB generates the data layer, queries, and UI bindings.

5

Deploy on Your Custom Domain

Deploy your portal to a GenMB subdomain or connect your own domain. Clients access their portal at portal.yourbrand.com—fully white-labeled, SSL-secured, and ready for production use.

Portal Features You Can Build

GenMB handles multi-screen portals with role-based views, file management, and data persistence.

  • Role-based login (admin vs client views)
  • Document upload and sharing
  • Project status dashboard
  • Messaging/communication thread
  • Invoice and payment tracking
  • Task assignment and progress
  • Activity log and audit trail
  • Branded client experience

Client Portal Questions

Can I control what each client sees?▼
Yes. GenMB's RBAC service lets you define roles with granular permissions. Admin users see all clients and projects, client users see only their own data, and team members see assigned work. You control visibility at the role level—no custom middleware needed.
Is the client portal secure?▼
Yes. Authentication is handled through Clerk or Google OAuth—both production-grade identity providers. All data is scoped per client using GenMB's app-namespaced data access. File storage uses signed URLs with expiration. Deployed portals run on SSL with CSP headers enforced.
Can clients upload files through the portal?▼
Yes. GenMB's file storage service supports client-side uploads with configurable size limits. Free plans allow 10MB per file and 100MB per app. Pro plans support 100MB per file, 100GB per app, and up to 50,000 files. Files are stored in Google Cloud Storage with automatic CDN delivery.
Can I white-label the portal with my brand?▼
Yes. Deploy on your own custom domain, use your logo, set your brand colors, and remove all GenMB branding. Clients see your company name, your domain, and your design. Custom domains are available on paid plans with automatic SSL provisioning.

Ready to give your clients a better experience?

Build a branded client portal with secure access, document sharing, and project tracking. Deploy on your domain today.