Build a Small Business Client Portal With AI and No-Code

Clients should not need five email threads to find files, invoices, approvals, and updates. WeWeb helps small businesses create branded portals that keep client work organized.

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Build a Small Business Client Portal With AI and No-Code

Trusted by founders & Fortune 500s

Bring client files, payments, and project updates together

Connect and interact with data from anywhere. WeWeb supports 15+ native integrations and connects to any API service using REST API.

Explore all data sources

Add portal features your client process needs

With WeWeb AI, build dashboards, file requests, milestones, messages, approvals, billing views, permissions, and support flows tailored to your clients.

Branded client dashboards

Give each client a branded home base with projects, files, invoices, tasks, messages, and next steps in one focused view.

File request checklists

Collect contracts, assets, onboarding details, approvals, and supporting documents with clear request lists and upload status.

Project milestone tracking

Show clients active work, completed milestones, upcoming deadlines, blockers, and assigned owners without creating another email thread.

Invoice and payment center

Display invoices, payment status, due dates, receipts, and payment links by connecting your billing or accounting tools.

Client message threads

Keep project conversations organized by client, service, task, or deliverable, with files and approvals attached to the right thread.

Approval and feedback flows

Route proofs, proposals, deliverables, estimates, and change requests through structured review, comments, and approval steps.

Client access permissions

Create role-based views for business owners, client admins, collaborators, contractors, or read-only stakeholders.

AI client support widget

Add an AI assistant that answers common questions, summarizes project status, and points clients to approved resources or tasks.