Client Portals & Dashboards

One system.
Two views.

Secure client portals and internal dashboards built around the same records, so clients see what they need and your team runs from one source of truth.

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Client portal and team dashboard connected to one shared record

01 · Client side

Put the answers
behind one login.

Routine answers live behind one login — no emailing the team to ask.

02 · Team side

Run the work
from the other side.

The same records, from the other side.
team.yourbrand.comTeam
Team pipeline — new, in progress, review, done — on shared records

03 · Documents → approval → payment

Keep the work
in the workspace.

One project timeline with actions.
01
Document requested
Team asks for site photos
team
02
Client uploads
Straight into the project
client
03
Team reviews
Checked in the same record
team
04
Approved
Client sees the sign-off
team
05
Invoice ready
Stage 2 — installation
team
06
Client pays
Securely, in the portal
client
07
Status updated
Both sides in sync
both

One project timeline. The request, the upload, the approval and the payment never leave the workspace.

04 · Roles + privacy

Right information.
Right person.

Same system doesn't mean everyone sees everything.
Client view of the shared project record with sensitive fields locked
Sensitive data stays private. Costs, internal notes and audit logs are hidden from clients — with RBAC, encryption and 2FA where needed.

05 · Connect the tools

Don't create
another data silo.

Real events flowing through your stack.
Client pays in portal
Billing tool
Portal status: Paid
Team record updated

The portal reads and writes into the CRM, billing, calendar and file storage you already use — not another data silo.

06 · Live operations

See what's happening
right now.

Service first. Case second.
Live · ops.yourbrand.com
SP-201Rail · Kyiv → Shanghai
Active
SP-207Sea · Rotterdam → NY
Active
SP-209Customs docs from client
Waiting
SP-211Route change requested
Needs action
SP-198Delivered · signed
Completed
SP-199Delivered · signed
Completed
Shipping Path live operations
Case · Shipping Path

For a multimodal freight forwarder, a live operations layer with real-time tracking and a named-operator routing dashboard.

View the case

07 · Notifications

Tell people
when something changes.

No more chasing status — the portal tells people first.

Document requested
Document requested
Please upload site photos
Sent
Invoice due in 3 days
Reminder sent with a pay link
Queued
Project status updated
Installation complete
Queued
Visit moved
New time in portal and calendar
Queued

08 · Migration + onboarding

Don't launch
an empty portal.

Existing records become active accounts.
Today
Existing clients
Contacts & accounts
.CSV
Records
Projects & jobs
.XLSX
Files
Shared drives
.PDF
Current status
Where each job is
.DATA
Migration
Turning your data into active accounts
0%
Client portal live after migration, with clients and records already in place

09 · What you get

Your portal.
Your data. Your system.

Everything handed over — client owned.
Client portal, team dashboard, shared records, roles, integrations and admin — handed over
One shared truth
Client and team work from the same records, in two interfaces.
Secure by design
Role-based access, encryption, audit logs and 2FA where appropriate.
Yours to keep
Portal, data and infrastructure — documented, with post-launch support.

10 · What it is not

Not just
another dashboard.

A portal isn't a login screen on top of a CRM. It's one truth for client and team.
No
"Can you send that again?"
Status updates by email
Files scattered across inboxes
The same update typed twice
Everyone sees everything
An empty portal at launch
A portal you don't own
Yes
✓One shared record›
✓Client portal + team dashboard›
✓Documents, payments, booking›
✓Updates once, both sides›
✓Role-based access›
✓Connected to your tools›
✓Migrated and onboarded›
✓Full ownership›
Yes
FAQ

Straight answers.

Payments, live data, roles, migration — and who owns what.

A secure, branded place where your clients log in to check status, find documents, pay invoices, book time and send files — instead of emailing your team for it.

In sync

Stop chasing
status updates.

Team update → shared record → client sees it. Client action → shared record → team sees it.

Talk to HiKit →