Client Portals & Intranets
WordPress Client Portal Development for B2B Companies
Give clients a secure, branded home for their documents, project status, and account data, built on WordPress you own, not a bolted-on SaaS tool billed per seat.
2,400
Clients served via a portal we built
SSO
SAML / OAuth ready
4hr
Priority SLA on retainer
0
Per-seat licence fees
Why build on WordPress
Own your client portal instead of renting one
Dedicated client-portal SaaS tools charge per seat, box you into their data model, and live on a third-party subdomain that breaks the branded experience you've built everywhere else. A WordPress portal lives on your own domain, uses your existing brand system, and scales to as many client accounts as you need without a growing monthly bill.
We build on WordPress Multisite or custom user taxonomies, with role-based access so each client only ever sees their own documents, project status, and data, and your team manages it all from the same CMS that runs the rest of your site.
Owned
No per-client licence fees, ever
Branded
Lives on your domain, not a subdomain
Role-based
Each client sees only their own data
Unlimited
Scale to any number of client accounts
What's included
Everything your client portal needs
Document Delivery & Versioning
Secure file delivery with version history, so clients always see the current document and you keep a full audit trail.
Project Dashboards
Live status views so clients can see exactly where a project stands without emailing you for an update.
Role-Based Access Control
Custom user taxonomies so each account, and each user within an account, sees only what they're permitted to.
White-Labelled Branding
Per-account branding options for agencies and resellers who need each client's portal to feel like their own.
SSO & Two-Factor Auth
SAML or OAuth single sign-on for enterprise clients, plus 2FA for accounts handling sensitive data.
CRM-Synced Records
Bi-directional sync with HubSpot, Salesforce, or Pipedrive so portal activity surfaces in your CRM automatically.
FAQ
Common questions about WordPress client portals
A WordPress client portal is a secure, logged-in area of your website where clients can view project status, download documents, track invoices, or access resources specific to their account, built on WordPress rather than a separate SaaS tool. It uses role-based user accounts, so each client only sees their own data.
SaaS portal tools charge per seat and box you into their data model. A WordPress portal is fully owned: no per-client licence fees, unlimited customisation of what each account can see, and it lives on your existing domain and brand rather than a third-party subdomain. For agencies and professional services firms with many clients, the cost difference compounds quickly.
Yes. For enterprise B2B portals we implement SAML or OAuth-based SSO so clients can log in with their own company credentials, plus two-factor authentication for sensitive accounts. Session security, IP whitelisting, and audit logging are available for compliance-sensitive industries.
A standard portal with role-based access, document delivery, and a project dashboard typically takes 8–12 weeks. More complex portals with deep CRM sync, custom reporting, or multi-tier account hierarchies range from 12–16 weeks. We scope every build after a discovery session so the timeline is agreed before work starts.
Ready to give your clients a portal they'll actually use?
Book a 30-minute scoping call. We'll map exactly what your portal needs.
Start a project →