Client Portal

Want a client portal like this on your own website?

What you see above is Outview’s own client portal — a secure, branded login area running directly on our WordPress site. Every client gets their own login showing exactly what they need: live project status, shared documents, and invoices. Nothing more, nothing less.

We install the same client portal on your WordPress website, branded to your business. No more “can you resend that file?” emails. No more clients wondering where a project stands. And no monthly SaaS subscription eating into your margins.

What’s included

Secure client logins — each client sees only their own projects, files, and invoices
Live project status — visual progress bar with due dates, updated as you work
Document sharing — secure, non-shareable download links
Invoice visibility — payment status at a glance, with a direct “Pay now” link
Fully branded — your logo, your colours, your domain
No ongoing SaaS fees — it runs on your own website, and your client data stays there too

How it works

We install and brand it — the portal goes onto your existing WordPress site with your logo and colours.
We walk you through it — one onboarding session, and we configure your first three client accounts for you.
You run it day-to-day — add clients, projects, documents, and invoices from a normal admin screen. No technical skill needed. Prefer it managed? We handle that too.

Pricing

R1,500 once-off setup. That includes installation, full branding, an onboarding walkthrough, and your first three client accounts configured for you. Ongoing management is included in our Growth and Scale packages, or available on request.

Frequently asked questions

Do I need a subscription?

No. Unlike SaaS portals that charge per client per month, this is a once-off R1,500 setup on your own WordPress site. You own it outright.

Will it work on my existing WordPress site?

Yes — we install it directly on your current site, no rebuild required. If you don’t have a website yet, we can build one with the portal included.

Is it difficult to manage?

If you can publish a blog post, you can run the portal. Adding a client, uploading a document, or attaching an invoice all happen from a simple admin screen.

What kind of businesses use a client portal?

Any business that manages projects, documents, or invoices for clients — agencies, accountants, attorneys, architects, consultants, and trades. If your inbox is full of “where’s my file?” emails, a portal pays for itself quickly.

Get your portal set up

Ready to give your clients a professional, secure home for their projects? Get in touch or call 072 800 0400 — setup usually takes less than a week.