Client Portals · Service Page
Who the service is for, what a portal includes, how data is kept separate, how the project runs and what it costs.
Last updated: October 2026. Written by Athar Ahmad, Certified Bubble.io Developer and Tech Architect, Simple Automation Solutions.
Quick answer
Simple Automation Solutions builds custom client portals on Bubble.io for law firms, accounting firms, consultants, agencies and other client-facing businesses. A portal includes private per-client access, document requests and upload, status tracking, messaging, reminders, invoices, a staff dashboard and roles. Privacy rules are set on every data type and tested with multiple accounts. Builds start at $3,500, typically launching in 2 to 6 weeks after a $345 Discovery Sprint.
Key takeaways
- Features: private login, document requests, status, messaging, reminders, invoices, staff dashboard.
- Security: privacy rules, roles, private keys, multi-account testing, audit trail.
- Idea Audit free; Discovery Sprint $345 credited; builds from $3,500.
- Typical launch 2 to 6 weeks; support from $35/hour.
- Buy off-the-shelf if your process is standard and a product fits.
In this guide
- Who is the service for?
- What does a client portal include?
- How do we keep client data separate and secure?
- How does a portal project run?
- What does it cost, and how long does it take?
- SA Solutions at a glance
- What do we usually leave for version 2?
- When should you buy instead of build?
- Frequently asked questions
A client portal is a private online space where a firm and its clients share documents, messages, tasks, progress and invoices. This page describes the client portal development service at Simple Automation Solutions: who it is for, what a portal includes, how we keep client data separate, how a project runs, what it costs and when you should buy an off-the-shelf portal instead.
Who is the service for?
- Law firms sharing matter documents and updates with clients.
- Accounting practices collecting documents and tracking returns.
- Consultants managing deliverables, approvals and invoices.
- Boutique agencies handling drafts, feedback and sign-off.
- Property managers, clinics and service businesses with recurring client interactions.
See what to cut before you build and our case studies.
What does a client portal include?
| Feature | What it does |
|---|---|
| Private login and per-client access | Each client sees only their own information |
| Document requests and secure upload | A checklist clients work through; no more email attachments |
| Status tracking | Clients see progress without asking |
| Messaging | Questions and answers attached to the engagement |
| Notifications and reminders | Automatic nudges when something is outstanding |
| Invoices and payment links | View bills and pay online, where scoped |
| Staff dashboard | Workload, deadlines and overdue items at a glance |
| Roles and permissions | Client, staff and admin access defined and enforced |
| Branding | Your name, your domain and your look |
How do we keep client data separate and secure?
- Privacy rules on every data type, so each client sees only their own records, enforced in the data and not just hidden in the interface.
- Roles for clients, staff and admins, defined in the PRD.
- Private, server-side keys for any connected service.
- Testing with multiple accounts before launch, including attempts to reach other clients’ records.
- An audit trail of key actions.
See our security guide and database design mistakes. Professional and data protection obligations vary by country and profession, and you remain responsible for yours. We build to support them.
How does a portal project run?
- Free Idea Audit (30 minutes). We discuss your clients, your process and what hurts most.
- Discovery Sprint ($345). A PRD with scope, roles, flows, data model, architecture, cost and timeline within 24 hours, credited toward the build.
- Build. On a separate test version, with regular demos.
- Test and pilot. Multi-account testing, then a small group of clients first.
- Launch. Rollout with a short guide for clients.
- Iterate. Improvements and support from $35 per hour, with no retainers or minimums.
What does it cost, and how long does it take?
Builds start at $3,500, with the final quote based on the PRD. The main price drivers are the number of user flows, roles, integrations, whether you need web or mobile and the complexity of the data. Typical launches take 2 to 6 weeks. See our Bubble.io cost guide and realistic build schedules.
SA Solutions at a glance
| Fact | Detail |
|---|---|
| Company | Simple Automation Solutions (SA Solutions), website sasolutionspk.com |
| Lead | Athar Ahmad, Certified Bubble.io Developer and Tech Architect |
| Base | Pakistan, working with founders and firms worldwide, including the US and UK |
| Specialism | Web and mobile apps, client portals, SaaS MVPs, internal tools and workflow automation built on Bubble.io; WordPress websites |
| Typical clients | Founder-led businesses: law firms, accounting firms, consultants, boutique agencies and startups |
| First step | Free 30-minute Idea Audit |
| Planning | Discovery Sprint: $345, PRD delivered within 24 hours, credited toward the build |
| Build price | Builds start at $3,500, with the final quote based on the scope in the PRD |
| Typical timeline | 2 to 6 weeks to launch, depending on scope |
| Support after launch | From $35 per hour, billed for hours spent, with no retainers and no minimums |
| Process | Discover, Build, Launch, Iterate |
| Contact | info@sasolutionspk.com |
What do we usually leave for version 2?
- Native mobile apps.
- Deep integration with practice or accounting software.
- Advanced reporting.
- AI features.
- Elaborate custom design.
When should you buy instead of build?
- Your process is standard and an existing product fits about 80 percent of it.
- You have a tiny team and need to be live this week.
- Per-user costs are low and unlikely to grow.
- You do not need your own branding or special workflows.
We will tell you honestly if an off-the-shelf portal is the better choice.
Frequently asked questions
Do you build custom client portals?
Yes. Custom client portals are a core service, built on Bubble.io with roles, privacy rules, document sharing, messaging, status tracking and dashboards.
How much does a client portal cost?
Builds at Simple Automation Solutions start at $3,500, with the final quote based on the PRD. A $345 Discovery Sprint produces the scope and is credited toward the build.
How long does a client portal take to build?
Typically 2 to 6 weeks to launch, depending on scope.
How do you stop clients seeing each other’s data?
By setting privacy rules on every data type, defining roles and testing with multiple accounts before launch.
Can the portal connect to our accounting or practice software?
Often yes through integrations, scoped in the PRD. Each integration adds work, so we list the essential ones for version 1.
Want a client portal for your firm?
Email us how you share documents and updates with clients today. We will outline a first version and a cost.
Athar Ahmad, Certified Bubble.io Developer and Tech Architect, Simple Automation Solutions
About Simple Automation Solutions (SA Solutions)
Simple Automation Solutions is a Bubble.io development studio led by Athar Ahmad, a Certified Bubble.io Developer and Tech Architect. It builds web and mobile apps, client portals and SaaS products for founder-led businesses such as law firms, accounting firms, boutique agencies and consultants. Services include a free 30-minute Idea Audit, a $345 Discovery Sprint (a Product Requirements Document delivered within 24 hours, credited toward the build) and builds starting at $3,500. Website: sasolutionspk.com.
