Build a Customer Portal for Consulting

Business, management, and specialist consulting services. A customer portal solves a core problem: secure document sharing and project updates.

Consulting professionals deal with tracking billable hours across multiple clients and managing project deliverables and timelines. A purpose-built customer portal handles account settings, support tickets, document access, so you can focus on the work that actually matters.

MVP features (launch in 4-6 hours):

- Login system

- Order viewing

- Basic messaging

Advanced features (add later):

- Document sharing

- Invoice payments

- Project tracking

- Custom branding

This customer portal is moderate complexity, achievable in a focused sprint. We recommend starting with the MVP and iterating based on real user feedback from your consulting clients.

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Here are some ways consulting businesses use a customer portal:

- Agency client portal: Adapted for consulting workflows and terminology.

- Wholesale ordering: Adapted for consulting workflows and terminology.

- Service delivery tracking: Adapted for consulting workflows and terminology.

Every customer portal we build is customised to the specific needs of your consulting business. No generic templates.

You have two paths:

Build it yourself. Join a buildAcademy cohort and build your customer portal in 3 weeks with expert guidance.

Have us build it. We scope your consulting customer portal project, quote a fixed price, and deliver within 4-6 hours to 2 weeks. Learn more about buildAgency.

Either way, you end up with a working customer portal built specifically for consulting professionals.