Client portals · Auckland, New Zealand
Client portal development
A client portal is a secure, branded login where your clients can see where their work is up to, upload and download documents, and take the next step without chasing you by email. FIELDPORTER designs and builds custom client portals for businesses in New Zealand and overseas, shaped around how your team already works.
Off-the-shelf portals are fine when your process is standard. When clients, staff, partners and admins each need a different view, or your data sits across spreadsheets, inboxes and a CRM, a custom portal gives everyone one place to work.
Signs you have outgrown email and spreadsheets
- Clients email to ask for status updates your team already has somewhere.
- Documents arrive by email and get re-keyed into a spreadsheet or CRM.
- Different people need different views of the same client, deal or job.
- You pay for a large SaaS tool and use a small part of it.
- Onboarding or applications live in a mix of forms, PDFs and follow-ups.
What we build into a client portal
Secure login and roles
Separate access for clients, staff, admins, brokers, partners or investors. Each person sees only what they should.
Status tracking
A clear view of where each enquiry, application, job or project is up to, so fewer people need to ask.
Document upload and requests
Clients upload files against the right record. Staff request anything missing from inside the portal.
Forms, approvals and next steps
Structured intake, approvals and checklists replace back-and-forth email.
Staff workspace and pipeline
Your team works the same records from an internal view with a pipeline, notes and activity history.
Notifications
Automatic emails when something changes, so clients and staff know when to act.
Integrations
Connections to the tools you already use, such as your CRM, accounting software, identity checks or property data, where they offer an API.
AI where it helps
Optional document extraction, summaries or search across approved data, with a person reviewing anything that matters.
How a typical build runs
Most focused builds take 8 to 10 weeks. Larger systems with several user types, integrations or AI features get a scoped plan before we commit to dates.
Week 1
Understand the workflow
We map the current process, the people involved, the data and where work gets stuck.
Week 2
Map roles, data and permissions
We agree who logs in, what each role can see and change, and what needs to be tracked. Then we set the milestones.
Weeks 2 to 3
Design the screens and database
We shape the core screens, the database structure, automation points and any AI features before the main build starts.
Weeks 3 to 8
Build in focused milestones
We ship working sections as we go, so your team gives feedback on real software, not slides.
Weeks 8 to 10
Test, launch, train and hand over
We test the full workflow, deploy it, train your users and hand over the documentation needed to run it.
After launch
Support and expand
We can stay on under a monthly retainer to support the live system and extend it as the workflow grows.
Example: a lending portal for a UK specialist property lender
FIELDPORTER built GoGoProp's Phase 1 portal for staff, borrowers and brokers. It covers online enquiry, decision in principle, full application and identity checks, and replaces an early CRM-based workflow with a purpose-built pipeline and deal tools. GoGoProp is the lender. FIELDPORTER builds the software.
See the GoGoProp portalCommon questions
Straight answers about client portals.
Typical prices, what drives them and how to compare quotes are in our custom software cost guide.
Related services
Tell us where work gets stuck.
A 30-minute call to understand the workflow and what would make the biggest difference first. No sales pitch.