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Frequently asked questions
What is a client portal?
A client portal is a login-protected space where your clients can view their own projects, files, invoices, and updates and take the actions you allow, like uploading a document or approving a deliverable. Unlike a public website, everything behind the login is personalized and permission-controlled, so each client sees only what's relevant to them.
How do you build a client portal without code?
With Softr, the fastest path is to describe your portal to the AI Co-Builder, which generates the interface, a connected database, client logins, and permissions in minutes. From there you refine everything visually, so you're never locked into re-prompting. You can also start from a pre-built client portal template or build from scratch. All three paths produce a real, working portal, not just a prototype.
Are no-code client portals secure enough for sensitive client data?
Yes, when the platform handles security natively. Softr portals come with authentication, role-based permissions, and record-level data controls built in, so clients only ever access their own data. Softr is SOC 2 Type II compliant and GDPR-ready, with data hosted in Europe, which is the standard most client-facing and regulated businesses need.
What makes Softr different from other client portal builders?
Softr pairs AI generation with a secure no-code foundation, so your portal works the moment you publish it, with no developer needed. It's built as a dedicated interface with granular user groups, so every client sees their own personalized view of the same app. And it runs on its own native database with app-user pricing, so it stays fast and affordable whether you serve 10 clients or several hundred.
Where does a client portal's data come from?
Softr portals run on native Softr Databases, which the AI Co-Builder can set up for you with the right tables and relationships. If your client data already lives elsewhere, Softr also connects to 20+ external sources, including Airtable, Google Sheets, Notion, SQL databases, and more.
