For agencies and service teams

Build a client portal around the way your team actually works

Replace scattered status emails and shared folders with a branded portal for projects, files, approvals and next steps—shaped around your own service workflow.

Build this with Marky All website capabilities

Illustrative client portal with milestones, deliverable approvals and shared files

Direct answer

What is AI client portal builder?

An AI client portal builder creates a private web application where each client can sign in and interact with the records meant for them. Marky can build the client experience, internal operator view, database, file uploads and approval workflow as one editable full-stack project.

Built around the job

What Marky can implement

These are functional product layers tied to the workflow—not decorative sections copied from a template.

Private client workspaces

Give authenticated clients a focused view of their projects, milestones and requested actions.

Files tied to real records

Store uploads in S3-compatible object storage and associate each asset with the right client or deliverable.

Review and approval flows

Capture feedback, approval state, timestamps and revision history instead of losing decisions in email.

Internal operations view

Keep private notes and team controls separate from the simplified experience your clients see.

Your services and integrations

Connect payment, email, CRM or document APIs through protected project secrets when needed.

Branded URL and source code

Publish on an editable subdomain or custom domain, then sync the project to your GitHub repository.

Suggested data model

Records the first version may need

Clients: Organizations, contacts and access scope
Projects: Status, owners, milestones and client-visible progress
Deliverables: Files, versions, feedback and approval decisions
Activity: Comments, requests, notifications and audit history

Example prompt

Give Marky a build brief, not a buzzword

“Build a client portal for a branding studio. Clients sign in with Google, see project milestones, review two deliverable types, upload reference files and approve work with comments. Staff need a private dashboard for deadlines, revisions and client requests.”

Use this as a starting point

Practical build sequence

How to build it with Marky

01
Map what clients should see
Separate client-visible records and actions from private notes, controls and team workflows.
02
Design the access and data rules
Define clients, projects, files and approvals before Marky implements the authenticated views.
03
Test both sides of the portal
Review the customer experience and the internal operator path in the live preview.
04
Launch under your brand
Save the approved version, publish it, connect a custom domain and keep the code in GitHub.

Shared production stack

Standard code, managed launch path

See the full capability map

React + TypeScript

An editable frontend, not a proprietary page format.

Postgres + typed APIs

Persistent records and protected server-side logic.

Accounts + secrets

Authentication and protected credentials for integrations.

Built-in publishing targets Google Cloud Run. AWS services can be integrated through protected credentials, and the GitHub codebase can be adapted for an AWS deployment by a developer.

Specific questions

Client portals FAQ

Can different clients see different portal data?

Yes, when that rule is included in the brief and implemented in the server and database access layer. Describe the roles and boundaries clearly so Marky can build and test client-scoped queries rather than relying on visual hiding alone.

Can clients upload and download files?

Yes. Full-stack projects can use the included S3-compatible object storage configuration for uploads. Marky can connect file metadata to database records so a document belongs to the correct project, deliverable and client.

Can the portal collect payments or show invoices?

Marky can create invoice records and integrate a payment provider such as Stripe when you add the provider credentials. Payment behavior and webhook handling should be specified and tested as a dedicated part of the build.

Is a client portal suitable for sensitive regulated data?

A generated portal should receive a dedicated security and compliance review before handling regulated or highly sensitive information. Marky can implement the application, but your legal, privacy and security requirements still determine the production controls you need.

Keep exploring