Can I add a portal to my existing website?
Yes. Portals can be added as a standalone product or integrated with an existing site. We scope based on what you already have.
Can my clients use it from their phone?
Yes — the portal is fully responsive. Clients can view milestones, upload files, and send messages from any device.
What happens to my client data if I stop using it?
You own it — it's in your database on your Supabase account. Export any time, full control, no lock-in.
Does my client need to download anything or create an account?
No download, no app store. Clients access their portal through a secure link in their browser — desktop or mobile. They can optionally create a password-protected account, but it's not required for read access.
How long does a portal build take?
Most portal builds launch in 6–8 weeks from scope approval. Add-ons to an existing website are typically faster. The main variable is how clearly the workflow is defined going in — we scope it together before starting.
What about HoneyBook, Dubsado, or other client management tools?
Those are great if you want to look like everyone else using the same template. Your clients have seen that portal before — they just can't name it. A custom portal is branded to you, wired to your specific workflow, and not subject to per-seat pricing or workflow limits you can't change. At 8+ clients/year with any meaningful transaction volume, the custom build pays for itself in 18–24 months — and you own the asset permanently.
Can we add features later without being locked into you?
Yes. You own the code and the handoff documentation. Any developer can extend the system. We offer a Care Pro retainer for clients who want ongoing development from us, but you're not obligated to continue working with us after the build.
Can it connect to Stripe, QuickBooks, or our existing tools?
Yes. The portal is built on a real tech stack — not a SaaS with limited integrations. If you need Stripe for payments, QuickBooks for accounting sync, or any other integration, we scope it as part of the build.