Client Portal Starter
A ready-to-use foundation for a branded client workspace — project dashboard, documents, invoices, and support requests in one place. Built as a customizable starting point for agencies and service teams.
App FoundationCustomer PortalsMulti-roleClient-side
Overview
Everything about the engagement, in one place.
Give clients a single, authenticated space to follow project progress, open documents, review invoices, and raise requests — while your team keeps an admin view of the whole account.
See active projects with progress, owner, and due date at a glance.
Share documents and deliverables in a single organized library.
Surface outstanding balances and invoice status without email threads.
Capture client requests and keep a clear recent-activity trail.
Included
What this foundation includes
Everything a client needs to follow an engagement ships working out of the box.
Active projects with progress bars, owner, and due dates
Document library for deliverables and shared files
Invoice list with outstanding balances and payment status
Client request flow with status and history
Recent activity feed across projects, documents, and invoices
Client and admin roles with tailored views
Pre-loaded demo account, projects, documents, and invoices
Built-in structure
Accounts, roles, and data ready to use
Sensible defaults that reflect how agencies work with their clients — and that Swapps adapts to yours.
Demo accounts for a client (Northwind Labs) and an admin (Meridian)
Separate client and admin experiences over the same data
localStorage persistence so demo data survives page refreshes
Sample projects, documents, invoices, and activity
Customization
What Swapps customizes
This is a starting point, not a rigid off-the-shelf SaaS app.
Backend integration replacing localStorage with a real API
Authentication and SSO with granular permissions
Secure document storage and versioning
Billing and payment gateway integration
Notifications via email, Slack, or in-app alerts
Integrations with your CRM, PM, and accounting tools
Next step
Connect with an ExpertMake it yours.
This foundation is ready to connect to your backend, secure with real authentication, and deploy for your clients. Connect with a Swapps expert to scope the build.