One branded portal for everything your clients do with you
Client portals, onboarding flows, automated workflows, AI agents and custom client-facing apps. Scoped, built and branded to your business, then operated by Forge so it never becomes your hire.
Start with one space. Add the rest as you go.
Client portals
A branded home per client for files, approvals, updates and invoices.
Onboarding portals
Forms, contracts and kickoff tasks that run themselves after a signature.
Deal rooms
One link per opportunity: proposal, pricing, mutual action plan, e-signature.
Partner & vendor portals
Controlled spaces for the people outside your team who still need access.
Knowledge bases
One source of truth, internal or client-facing, searchable by people and agents.
Internal workspaces
Your team's side of the same system, no duplicate sources of truth.
It should feel like a microsite, not a project tool.
Project management tools need onboarding and training; clients quietly go back to email instead. Every portal we build looks and behaves like a secure page on your website: nothing to learn, nothing to install.
A portal reads like a page on your site: nothing for a client to learn.
Agents that answer, route and summarise.
Trained on your documentation and past tickets, scoped to what they're allowed to say, with every answer traceable to a source. They live inside the portal and your team workspace, not in yet another tab.
visitor: do you migrate WooCommerce stores?
agent: Yes, WooCommerce migrations are included free on every plan, typically live in 24–72 hours.
system: tagged woocommerce · routed to migrations · human notified
The busywork between the emails.
Triggered handoffs
A signature starts the kickoff checklist automatically.
Recurring reporting
Monthly updates assembled and posted to each portal.
Stack integrations
CRM, Slack, Teams, calendar and email kept in sync.
Custom client apps
Calculators, request tools and dashboards, branded to your business.
We run it. It never becomes your hire.
One workshop, a written spec, both numbers up front, then Forge operates and improves it going forward.
Scope, build, run.
Scope
We map what your clients actually need to see and do: one workshop, one written spec, both numbers in writing.
Build & brand
Portal, workflows, agents and any custom app, configured end to end by us.
Run
We operate and improve it going forward, so it never becomes your problem or your hire.
Enterprise-grade security
SSO, 2FA and encryption on the platform underneath, with audit-ready access logs.
Permissions at scale
Per-client, per-space and per-document control, managed by us as your roster changes.
You own it
The workspace and the data are yours; we can hand over the keys any time.
Common questions
How is this priced?
Scoped per project for the build, then a flat monthly to operate it. You get both numbers in writing before anything starts.
Will my clients actually use it?
That's the whole design constraint. Portals look like a secure page on your site rather than a project tool, so there's nothing for a client to learn before they can find a file or approve something.
Do we need our own software licences?
We provision everything the portal needs as part of the build, or work inside a workspace you already pay for.
Can it replace tools we already pay for?
Often yes: file sharing, e-signatures, forms, knowledge base and client chat usually collapse into the portal. We'll tell you honestly which of your tools should stay.
Who owns the portal?
You do: the workspace and the data. We operate it on your behalf and can hand over the keys any time.
Show us your client workflow.
Thirty minutes is usually enough to tell you whether a portal is worth building, and what it should replace.