Permissions designed before anything else
We map who sees what during discovery. Retrofitting access rules into a built portal is how projects double in cost.
All solutions
Client Portal Development
Client Portal Development
Custom portals with authentication, permissions, and branded dashboards. Built no-code, so your clients are logging in within weeks instead of waiting out a development cycle.
What we build
- Secure login with role-based permissions
- Branded dashboards that look like your company, not like a template
- Document sharing and file upload
- Forms and intake flows that write straight to your database
- Status tracking so clients stop emailing to ask where things are
- Billing and invoice views
- Self-service updates, so your team stops being the middleman
Perfect for
Agencies, professional services firms, and B2B companies whose client communication lives in email threads and shared folders, and who know it doesn't scale.
What makes a portal work
Built on data you already have
If your operations run on Airtable or a database, the portal reads from it. No parallel system to keep in sync.
Your clients don't need training
If they need a walkthrough to find an invoice, the portal failed.
See it in practice
Accounting-Firms Self-Service Portal
A portal where 50+ CPA firms check the status of every return themselves, cutting client check-in emails from five to one per engagement.
Read the case studyClient Portal Development projects
More work in motion.
01 / Real Estate / EnergyClient portal
MWarketplace
Broker Site Shortlist BuilderMWarketplace is a marketplace for energized land, power capacity, hosting and equipment for Bitcoin mining and AI/HPC data centers. Its brokers used to assemble every client shortlist by hand in a Word document that was frozen the moment it was sent. Base Flows built a shortlist builder inside the marketplace: sites come from the live catalog, off-platform sites come with the seller's brochure, and the client gets one branded worksheet on a permanent link where they respond site by site.
02 / ManufacturingClient portal
EcoEnclose
Sustainable Packaging Customer PortalEcoHub is the customer portal of EcoEnclose, one of the top sustainable packaging companies in the U.S. Every customer sees only their own orders, invoices, SKUs and Store & Ship inventory, tracks each order through production and reviews proofs. Built on Softr, Softr Databases and Vibe Coding, with n8n syncing NetSuite and monday.com.
03 / GovernmentBusiness operations
Government of the State of Morelos
Morelos Digital Government PlatformThe Government of the State of Morelos, Mexico, builds its internal apps on Softr through its Digital Transformation Agency. Base Flows works alongside the agency's team, helping build apps and keeping them running. Together they moved paper and spreadsheet processes into apps for public works, field registration, IT equipment and staff training.
04 / EntertainmentCommunity management
Path2Scratch
Season-Long Golf Competition AppThe Pursuit is the season-long golf competition of Path2Scratch, founded by NFL quarterback Cooper Rush and his brother Dillon. Built in five weeks on Softr, Airtable and Stripe with Vibe Coding, the app gives nearly 100 golfers flight leaderboards, goals, rival challenges, badges and Premium tiers, and cut weekly results entry to two minutes.
05 / Financial ServicesClient portal
First Gen Financial Group
Employee Benefits Operations PlatformAn operations platform for First Gen Financial Group, which runs supplemental benefits for employers' hourly workforces. Built on Softr and Airtable with Vibe Coding, it onboards new employers from DocuSign to census, turns every benefits change into customer success tasks and checks each month's payroll against the roster.
06 / Non-profitApplicant tracker
Child's Play Charity
Child's Play Gifts and Grants PortalA grants platform for Child's Play, the gaming nonprofit founded by the creators of Penny Arcade. Hospitals apply with their data pre-filled, and a team of six scores, ranks against the budget, sends DocuSign agreements and prepares disbursements on Softr and Softr Databases, with Equipment Grant review cut from three weeks to one.
How we get there
Good questions.
Great systems.
We get close to the problem and stay close to your team. Every step has a purpose.
Let’s map your next moveUnderstand
Map the way you work.Workshops, process mapping and a shared definition of success.
A clear scope & roadmap
Design
Make the system make sense.User journeys, data models and integrations designed together.
Wireframes & architecture
Build
See progress every week.Working features, weekly demos and feedback that shapes the next sprint.
A system ready for real work
Launch
Make it part of your day.Testing, team training, documentation and support as you settle in.
A confident handoff
Your move
Ready to give your clients a real portal?
Book a 30-minute discovery call. We'll map who needs access to what, and give you a scope and a number.
discovery call