Deliver a higher level of service
with a consulting client portal
Create a user-friendly portal to centralize information, manage projects,
and deliver a modern client experience — no code required.
Trusted by 500,000+ teams worldwide
“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck, CEO, Officeheads
Securely share information
Stop the endless back-and-forth emails! With modern blocks, Softr lets you build a user-friendly hub where your consulting clients can securely self-serve documents, tasks, training, invoices, and more.
Show your clients only what they need to see
Create one “master” portal, then customize views for each client. With advanced and flexible permissions, you can control what information different user groups can view, and which actions they can take.
Enhance your service offerings
Connect to multiple data sources and tools—all within the same portal. Embed reports and dashboards from other tools to educate consulting clients, or integrate with Zapier and Make to automate key workflows.
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Rated 4.8 in 450+ verified reviews
Read why companies and operators love Softr.
"They say that if you can’t explain it in a simple way, you don’t understand it well enough. I say the same thing about any software. If you can’t figure it out in the first 10 min by yourself without any tutorial, it’s probably not for you. Since the first moment we discovered Softr, we started the work."
"The best no-code platform to create websites based on airtable databases."
"Softr is an easy to use no-code platform that has so much potential."
"Creating a customer portal with Softr allows us to give our customers that bit of extra value. Our customers always comment on how easy to use our Softr portal is and love the fact that it updates with data from Airtable in real-time."
"Incredible platform - from web noob to office superstar in a month!"
"I have been impressed with the flexibility of Softr. The ability to pull data from different Airtable bases into different blocks and display them on one page was one of the main reasons I chose Softr."
"Softr is the goldilocks of no code — not too difficult, not too simple. It’s powerful in that you can build a dynamic app that reacts to user inputs, yet is simple enough to build quickly."
"Easily the shortest learning curve on any app I've used! It's very intuitive and when you can't figure something out the support is excellent and there is also a great community who are always willing to help."
"The best no-code platform to create websites based on airtable databases."
Frequently asked questions about
consulting client portals
A consulting client portal is an online workspace where consultants and their clients can securely store, manage, and share documents, invoices, and payments. It is similar to a document portal, but can include other functionality like request forms, project management tools, and more.
Yes, Softr allows you to send invite requests to new clients to join the client portal. Once they accept the request and create their portal login, they can join in through the login page. After this, you can onboard them, set up custom access permissions, request files, receive tax documents, and securely host their data.
If you want a solution that gives you more control over your client portal, caters to your needs, and is customized for you, building a solution in-house is a good option. It doesn’t have to be resource-heavy since no-code website and web app builders like Softr can help you get started in minutes. If you need an off-the-shelf solution, you need to be okay with fewer customizations and potentially higher costs. Buying an out-of-box solution may not give you the same experience as building an on-brand solution specific to your client needs.
With Softr's advanced permissions, you can easily tailor access for different user groups, giving each client a different user group, for example. This allows you to control what information different types of users can access, and which actions they can take.
Yes! We have a client portal template you can start from, including this video and help doc that walk you through the building process. We also offer live chat support on all plans (even free!).
Softr connects with Airtable, Google Sheets, SmartSuite, HubSpot, BigQuery, monday.com, and SQL data sources. Learn more about data sources.
