Scaled Solutions
Client Portals NZ

Client Portals for NZ Businesses

Give clients a professional, secure space to access everything they need — without emailing you to ask where the document is, whether the invoice has been sent, or what stage their project is at.

A client portal reduces the back-and-forth that eats up your time, makes your business look more professional, and gives clients the transparency that builds long-term trust.

Before a portal

  • Clients email to ask for documents
  • Progress updates done manually
  • Invoices sent by email, chased by phone
  • Version confusion over contracts

After a portal

  • Clients log in and find what they need
  • Progress visible without asking
  • Invoice paid online within 2 days
  • Every document version tracked
What's Included

Everything your clients need in one secure space.

Document Sharing

Contracts, reports, deliverables — organised and always accessible.

Progress Tracking

Clients see exactly where their project is without emailing you to ask.

Payment Collection

Invoices paid directly in the portal. Stripe integration included.

Messaging

Structured communication so project discussions don't get lost in email.

Task Management

Outstanding items visible to both parties — no more missed sign-offs.

Custom Branding

Your logo, colours, and domain. Looks like part of your business.

Who It's For

Any business with ongoing client relationships.

Agencies & Studios

Manage client projects, share deliverables, and collect approvals without clogging inboxes.

Accountants & Bookkeepers

Secure document exchange, financial reports, and compliance sign-offs.

Law Firms

Matter files, correspondence, and document signing in a secure client environment.

Builders & Construction

Project updates, progress photos, contract documents, and variation approvals.

Consultants & Coaches

Programme resources, session notes, goals tracking, and invoice management.

Healthcare & Allied Health

Referral documents, treatment plans, and patient-facing health records.

The Process

From requirements to a portal your clients actually use.

01

Requirements

We map what clients currently ask for most, what documents they need, and how communication works today.

02

Design

We design the portal structure, user flows, and branding before building anything.

03

Build

Portal built, connected to your tools, and tested with a real client scenario.

04

Launch

Team trained, client onboarding documented, and portal live with monitoring for the first 30 days.

FAQ

Questions about client portals for NZ businesses.

Email is unstructured and creates a mess over time — documents get buried, version control becomes a nightmare, and clients can never find what they need. A client portal is an organised, permanent space where everything related to a client lives: contracts, invoices, project updates, communications, and deliverables. The client logs in and sees only their information. You control what they see and when. It's professional, secure, and saves both sides hours per week.

Yes. Every portal we build uses authenticated login (email + password or single sign-on), and clients can only see their own data. Documents are stored with encryption at rest. We can implement additional security for highly sensitive industries (law, accounting, healthcare) including two-factor authentication, session timeouts, and access logging. We'll discuss your specific requirements and build accordingly.

Yes. We integrate Stripe or a compatible payment gateway so clients can pay invoices directly in the portal. This removes the friction of bank transfers and chasing payments — most businesses that add in-portal payments see their average payment time drop from 14+ days to 2–3 days.

A straightforward client portal built on a platform like Softr or SuperPortal typically costs $1,500–$3,000. A custom-built portal with complex logic, multiple user types, API integrations, and bespoke functionality runs $4,000–$12,000+. The right approach depends on how many clients you have, how complex your workflows are, and what existing tools you need to connect. We'll scope it properly before quoting.

Yes — we design portals with non-technical users in mind. The interface is clean and simple, and clients get a welcome email with login instructions. We can also run a short walkthrough session for your team and your clients if helpful. Most clients are comfortable using the portal within their first login.

Give your clients the professional experience they expect.

Book a free call. We'll look at how you currently manage client communication and show you what a portal could do for your business.

Book a Free Call