Can each client see only their own data?

Yes. Every database query is scoped to the authenticated client's organization ID. This scoping happens at the ORM middleware level, so it is impossible for application code to accidentally fetch another client's data. Documents use presigned URLs tied to the client's session. The architecture is the same pattern used by Stripe, Intercom, and other multi tenant SaaS platforms.

Can we brand the portal with our company identity?

Yes. The portal supports white label branding: your logo, brand colors, custom favicon, and a custom domain (portal.yourcompany.com). Clients see your brand, not ours. The branding configuration is managed through the admin settings page, so you can update logos and colors without touching code.

Build a Customer Portal MVP

Build a Customer Portal MVP
Self Service Dashboards. 2 Weeks.

Your clients email you for updates, invoices, and documents that should be available on demand. A customer portal gives every client their own login where they can view project status, download documents, pay invoices, and submit support requests without waiting for your team to respond. You save hours per week on client communication while looking more professional.

14 day delivery

White label ready

Full source code

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What Ships in Your Portal MVP

Client dashboards, document sharing, billing, and support tickets. Your first client can log in and self serve on day 15.

Client dashboard with project status, recent activity, and key metrics at a glance

Document library with secure file sharing, folder organization, and version history

Invoice management with Stripe payments, payment history, and downloadable receipts

Support ticket system with threaded conversations, status tracking, and file attachments

Notification center for new documents, invoice reminders, project updates, and ticket replies

Secure file downloads with expiring links and download tracking

Multi user client accounts with team member invites and role based permissions

Client data isolation ensuring each client sees only their own projects and documents

Email notifications for important updates with links back to the relevant portal page

Knowledge base with FAQs and how to articles to reduce support ticket volume

Admin dashboard for managing clients, monitoring engagement, and tracking portal usage

White label branding with your logo, colors, and custom domain support

Customer Portal Architecture

Next.js serves the portal as a multi tenant application where each client organization has isolated data. Middleware authenticates every request and injects the client organization ID into all database queries via Drizzle ORM, ensuring complete data separation without separate databases. The document storage system uses S3 compatible storage with presigned URLs that expire after a configurable duration, preventing unauthorized access to shared files. Stripe handles invoicing and payment collection with webhook handlers for payment confirmation and receipt generation. The support ticket system uses a state machine (open, in progress, waiting on client, resolved) with email notifications on every status change. Real time updates use server sent events to push new notifications to connected clients without polling.

Tech Stack

Secure, professional, and branded as yours. The same multi tenant patterns used by enterprise SaaS platforms.

Next.js

Frontend and API

TypeScript

End to end type safety

PostgreSQL

Primary database

Drizzle ORM

Type safe queries

Stripe

Invoice payments

Better Auth

Authentication

Document storage

Resend

Email notifications

Vercel

Frontend hosting

Railway

Database hosting

14 Day Build Timeline

Day 1 to 2

Foundation

Discovery call, database schema for clients, projects, documents, and tickets. Auth and multi tenancy setup.

Day 3 to 5

Core Portal

Client dashboard, project status views, document library, file upload and download, folder management.

Day 6 to 8

Billing and Support

Invoice display, Stripe payment integration, support ticket system, threaded conversations.

Day 9 to 11

Notifications and Admin

Email notifications, notification center, admin dashboard, client management, portal analytics.

Day 12 to 13

Polish

White label branding, knowledge base, mobile responsive design, security hardening.

Day 14

Launch

Production deployment, client onboarding, custom domain setup, monitoring, founder walkthrough.

Customer Portal MVP, Fixed Price

$6,499

14 day delivery • White label branding • 30 day support

50% upfront, 50% on delivery • Enterprise portals from $12,999

Start Your Portal MVP

See a B2B SaaS MVP We Built

ProposalFlow: a client facing SaaS with project dashboards, document sharing, and billing management. The portal architecture powers professional client experiences at scale.

Read the ProposalFlow Case Study