Give your clients a secure, branded place to access documents, track progress, submit requests, and view invoices. Fixed price, delivered in weeks, with no SaaS fees and no vendor lock-in.
01Signs You Need a Portal
Most businesses reach a point where email and shared drives stop working. The friction is invisible at first, then suddenly your team is spending half its time on status updates and document requests instead of the actual work.
02What We Build
Every feature is scoped to your use case. You get exactly what your clients need and nothing they will never use.
Clients upload, download, and review documents in one secure place. Version history, organised folders, and no more emailing attachments back and forth.
A clear view of where the engagement is, what has been completed, and what is next. Clients see exactly what your team sees, without needing to ask.
Collect information, signatures, and approvals automatically when a new client signs on. No chasing, no manual follow-up, no missed steps.
Clients see their invoice history and outstanding balances directly in the portal. Integrates with Xero, MYOB, or Stripe so the data is always current.
Clients submit requests or queries through the portal. Your team responds in one place, with a full history of every interaction.
Your logo, your colours, your domain. Clients see your brand at every touchpoint, not a third-party tool with a generic interface.
03Use Cases
Any business with an ongoing client relationship and a volume of documents, updates, or requests that has outgrown email.
Law firms, accountants, financial advisors, and consultants sharing documents, tracking milestones, and collecting signatures.
Creative, marketing, and web agencies giving clients visibility into campaign progress, deliverables, and approvals.
Builders and contractors sharing plans, variation approvals, progress photos, and project timelines.
Clinics and allied health practices managing patient documents, referrals, and appointment records securely.
Agents and property managers sharing contracts, inspection reports, and transaction status with buyers and landlords.
04Process
Five stages from first conversation to live portal, with a fixed price and fixed timeline agreed before any code is written.
We map your client workflows end-to-end: what information needs to flow, which integrations are required, and what different user types need to see. You get a clear picture of what the portal does before any design or code begins.
Portal layout, navigation, user roles, and data model all designed and agreed upfront. You approve the structure before development starts. Fixed-price quote issued at this stage.
Development happens while your business keeps running. Weekly demos on a staging environment so you see working software every week, not a big reveal at the end.
Your existing tools are connected and the portal is tested with real client scenarios alongside your team. Edge cases caught before go-live, not after.
Zero-downtime go-live. Full source code, documentation, and training at handover. You own everything from day one.
05Deliverables
Branded web application
React and TypeScript frontend on your domain, mobile-responsive, with your logo and brand colours throughout.
Secure authentication
Login, password reset, role-based access control, and optional two-factor authentication.
Document management system
File upload, download, folder structure, and version history built into the portal.
Client dashboard and status views
Configurable dashboards showing each client only what is relevant to their engagement.
Admin panel for your team
Manage clients, upload documents, update statuses, and respond to requests from a purpose-built internal interface.
100% code ownership
All source code, database schemas, and IP handed over at completion. No licensing fees, no lock-in.
06Pricing
Fixed-price tiers based on scope. Every project starts with a free scoping call. The quote is locked before any work begins.
Starter Portal
$15,000–$25,000
4–6 weeks
A focused portal covering the core use case: secure login, document sharing, and project status. Right for businesses that want to stop emailing files and give clients a single place to check progress.
Professional Portal
$25,000–$55,000
6–10 weeks
A full-featured portal with onboarding workflows, invoicing visibility, support management, and one third-party integration. Right for professional services, agencies, and trade businesses.
Enterprise Portal
$55,000–$100,000+
10–16 weeks
Multi-integration portals with complex workflows, approval chains, and advanced reporting. Right for businesses with high client volumes, strict compliance requirements, or significant automation needs.
07Why Bocati
Not a template with your logo on it. The portal is designed around how your clients and team actually work.
No hourly billing surprises. The scope is locked before work starts and the price does not change unless you add to it.
AI-assisted development compresses build time without cutting corners. Most portals that would take a traditional agency six months are delivered in six to ten weeks.
Xero, MYOB, HubSpot, Salesforce, Stripe. Your portal connects to the tools your team already relies on.
100% of source code, database schemas, and IP are yours at handover. No vendor lock-in, no ongoing licensing fees.
No offshore relay. You speak directly with the engineer building your portal, every conversation, every decision.
Service
Replace spreadsheets and disconnected SaaS with purpose-built internal apps.
Service
Automate the manual work slowing your team down, from onboarding to invoicing.
Case Study
Three purpose-built portals delivered in 8 weeks for a legacy system replacement.
08Common Questions
A custom client portal is a secure, branded web application where your clients log in to access documents, track project status, submit requests, view invoices, and communicate with your team. Unlike off-the-shelf tools, it is built specifically around your workflows and branded to match your business.
Most client portals are delivered in 4-10 weeks. A basic portal with document sharing and status tracking typically takes 4-6 weeks. A full-featured portal with onboarding workflows, integrations, and invoicing typically takes 6-10 weeks. We quote a fixed timeline before any work begins.
Custom client portal development in Australia typically costs between $15,000 and $100,000+ AUD depending on the features required and the number of integrations. We offer a free scoping call that produces a fixed-price quote within a few days. No hourly billing, no scope creep.
Yes. We connect client portals to your existing tools including Xero, MYOB, HubSpot, Salesforce, Stripe, and most platforms with an API. Integrations are scoped and priced as part of the initial discovery.
No. Client portals are web-based applications accessible through any browser on desktop or mobile. Nothing to install, nothing to update.
You do, 100%. All source code, database schemas, and IP are handed over at project completion. No licensing fees, no vendor lock-in, no ongoing dependency on Bocati.
Start with a free scoping call. We will map your client workflows, identify what the portal needs to do, and give you a fixed-price quote within a few days.
Get started
A few lines about the problem is enough. No decks, no procurement forms.
We reply within 48 hours
A real answer from the engineer, not an auto-responder.
One scoping call
We map how your business runs today and what needs to change.
A fixed scope, price, and date
You approve everything before a line of code is written.
Prefer email? hello@bocati.com.au