A branded portal where your clients
actually want to work
We design, build, and run client portals on an AI-native collaboration platform. Your clients get one clean space under your brand. You get one partner who handles all of it.
Your client experience is
scattered across ten tools
Files in email threads. Approvals in chat. Contracts in one tool, invoices in another, project updates in a third. Every tool you add asks your clients to learn something new, and every handoff between tools is a place where things get lost. Your work is professional. The way clients experience it should be too.
One space for every client relationship
Client Portals
A branded home for each client. File sharing, tasks, approvals, e-signatures, live chat, and project updates in one place that feels like a natural extension of your website. No learning curve, because it works like a website.
Onboarding Portals
Every new client gets a guided path from signed to launched. Intake forms, checklists, and mutual action plans that keep projects moving without you chasing.
Internal Workspaces
Your team's documents, processes, and knowledge base in one organised hub. The place your business thinks.
AI Agents
Assistants trained on your own content that answer client questions, draft documents, and clear the busywork inside your workspace.
Put the busywork
on autopilot
Every portal we build can run itself. We wire up automations and AI agents so the routine work happens on its own, from onboarding to updates to follow-ups. Your team gets its time back, and your clients get a faster, smoother experience.
Hands-free onboarding
A new client fills in one form. Their portal is created, their checklist is built, and a branded welcome goes out, before you open your laptop.
AI status updates
A scheduled AI agent reads the project's tasks and documents, writes a plain-English progress update, and posts it to the client. Recurring updates, zero manual writing.
Intake straight to tasks
Every form response or new record becomes an assigned, deadline-tagged task on the right list. Nothing sits forgotten in an inbox.
Uploads that file themselves
A client uploads a file or a recording and it is transcribed, summarised into key points and action items, and saved as a clean page. Your team is notified automatically.
A 24/7 knowledge agent
Your portal answers client and staff questions around the clock from your own documents and SOPs, deflecting repetitive requests without adding headcount.
Automated follow-ups
Timed emails and recurring reminder tasks keep renewals, check-ins, and monthly deliverables on track, so you stay proactive and nothing slips.
Connected to the tools you already use, from Google Calendar and Slack to Stripe, and thousands more through Zapier and webhooks.
We build it. We run it. You use it.
Scope
One call to map how you work with clients today and what should live in the portal.
Build
We design and build your portal, branded to you, connected to your domain, with your workflows inside.
Run
We manage it from then on. Changes, updates, new client spaces, and support are handled by us, with a dedicated platform team behind every build.
You never file a ticket with a platform vendor. You message us, and it gets done.
Built on a platform we trust
with our own business
We did not pick this platform from a comparison chart. Our own client portal, signup system, and internal operations run on it every day. It is the platform we chose for ourselves, and we build on it with the vendor's own team directly behind us. It supports full white-labelling and is built specifically for client-facing businesses.
Built for client-facing businesses
Agencies
Give every client a branded space for deliverables, approvals, and updates. Look bigger than you are.
Consultants and professional services
Onboard clients smoothly, share documents securely, and get sign-offs without email chains.
Service businesses
One place where your customers book, sign, pay, and follow progress.
Scoped to what you need
Every business works differently, so every portal is scoped per project. A build includes design, setup, branding, workflow configuration, and handover. Ongoing management is a simple monthly arrangement. Tell us what you need and we will give you a clear fixed quote, no surprises.
The Build
One-time project fee covering design, setup, branding, workflow configuration, and handover.
Builds from $1,500 depending on scope.
The Management
A flat monthly fee for running it: changes, updates, new client spaces, and support handled by us.
Management from $99 per month.
Common questions
Do my clients need to learn a new tool?
No. Your portal looks and works like a website under your brand. If your clients can use a website, they can use your portal.
Is it secure?
Yes. Our platform includes enterprise-grade encryption, SSO, and two-factor authentication. Access and permissions are managed per client.
Can it match my brand?
Fully. Your logo, your colours, your domain. Clients see your business, not a third-party tool.
What does Forge Web Services actually build versus use off-the-shelf?
We do not build the underlying platform from scratch. We design, build, brand, and manage your portal on an established, secure foundation. You work with us for everything — the technology stays behind the scenes.
Do I need Forge Web Services hosting to get a portal?
No. Business platforms are available on their own. Hosting clients do get one team running everything together, which keeps things simple.
Let us build the place your clients log into
Tell us how you work with clients today, and we will show you what it looks like in one branded portal.