Custom Client Portals & Internal Tools
Give clients and teams one place to access what they need.
DigaWork builds custom portals and internal tools that give customers, employees, and teams a simpler way to access information, complete tasks, share documents, submit requests, and stay connected.
Instead of relying on long email threads, scattered files, and disconnected systems, we create focused digital experiences around the information and actions each user actually needs.
- Timeline.pdf uploaded by your team2h
- Your request “Add FAQ page” was assignedYesterday
- New message from JordanYesterday
When everything lives in email
Your customers should not have to search through inboxes to find what they need.
Many businesses still share important information through email, attachments, spreadsheets, PDFs, text messages, and separate platforms.
That can make simple questions harder than they should be:
- Where is my latest document?
- What is the status of my project?
- What do you need from me?
- When is the next milestone?
- Where can I upload this file?
- Has my request been received?
- What is still outstanding?
One place for the customer experience
Give customers access to the information that matters to them.
Examples of what we can build. Every portal includes only the features your customers actually need.
A clearer customer journey
Give customers visibility from the moment they become a client.
- Stage 01Account activated
- Stage 02Upload documents
- CurrentView project progress
- Stage 04Approve deliverable
- Stage 05Download final files
- Stage 06Submit new request
Less back-and-forth
Turn common customer requests into simple workflows.
When customers have a clear place to submit requests, your team can receive structured information instead of chasing details across email and messages.
Documents without the email chains
Give clients a clear place to find and share files.
A portal can help organize the files customers need while keeping internal-only information separate.
Visibility settings are designed around your business. Specific access rules are defined together during planning.
Not every tool needs to be customer-facing
Build simple internal tools around the work your team does every day.
Internal software does not need to be complex. Sometimes the most valuable tool is a simple interface that removes a repetitive manual process.
Two sides of the same workflow
Your customer can see what they need without seeing everything your team sees.
The same underlying workflow can present different information depending on the user.
- Project statusActive · 62%
- MilestonesDesign Review · Oct 9
- Documents3 shared files
- Requests1 in progress
- Messages2 new
- Internal notesClient prefers Thursday calls
- Assigned employeesJordan L. · Priya S.
- Private tasksPrep pricing for phase 2
- Operational statusDev 70% · QA pending
- Customer activityLogged in today · viewed Proposal
System
Our process
We design around the people who will actually use it.
Understand Users
We identify who will use the system and what each type of user needs to see or do.
Map Access
We define information, permissions, workflows, and connections between customer-facing and internal experiences.
Design & Build
We create the interface, workflows, integrations, and supporting functionality.
Launch & Improve
We test the experience, onboard users, launch the system, and refine it over time.
Client portal & internal tool pricing
Start with the experience your customers or team needs today.
Support, updates, and improvements as your users' needs evolve.
- discovery
- portal interface
- user accounts
- dashboards
- project/status views
- document management
- forms and requests
- notifications
- role-based views
- integrations
- testing
- training
- launch support
More advanced portals involving complex permissions, payments, multiple user types, extensive integrations, or custom workflows may require a larger implementation.
Client portal FAQ
Questions about client portals and internal tools
A secure, dedicated place where your customers log in to see information about their account, projects, documents, requests, and communication with your business — instead of searching through email.
A CRM is mainly used by your team to manage leads, contacts, and relationships. A client portal is what your customers see and use. The two can be connected so information flows between them.
Yes. Portals can include upload areas, organized folders, and file requests, so customers know exactly where to send what you need.
Yes. You decide which statuses, milestones, and updates customers can see, and the portal presents them in a clear, customer-friendly way.
Yes. Structured request forms can capture the details your team needs and show customers the status of each request.
In many cases, yes. We can connect to existing systems or build the portal alongside custom CRM or operations software. Compatibility depends on each platform's available APIs and integration options.
Yes. Portals can use role-based views so customers, staff, and admins each see the information and actions relevant to them. Access rules are defined together during planning.
Yes. The same system can include an internal view for your team with notes, assignments, and tools that customers never see.
It can display invoices and connect to a payment platform such as Stripe so customers can pay online. Payments are processed by the selected payment provider, not by DigaWork, and depend on that integration.
Implementation starts at $2,500, with ongoing service from $299/month. Final pricing depends on user types, features, permissions, and integrations.
It depends on scope. After we understand your users and what they need, we define a realistic timeline together.
Give your customers and team a better place to get things done.
Tell us what customers or employees repeatedly need to access, submit, review, or track. We'll help you explore what a custom portal or internal tool could look like.