Enhance your client management with a secure, customizable client portal.
This template makes it simple to centralize communication, share documents, and keep clients updated in real time. Whether you’re a business, healthcare provider, or service-based agency, you can give clients a seamless and professional experience — all in one place.
Who is this template for?
- Businesses: Share invoices, documents, and project updates with clients in an organized space.
- Healthcare providers: Provide HIPAA-compliant access to health records, appointments, and secure messaging.
- Service providers (legal, financial, consulting): Simplify client interactions, contracts, and service updates.
From small teams to large enterprises, this portal helps you deliver better service while saving time.
Key Features
- Centralized communication: Keep all client interactions, files, and updates in one portal.
- Secure file sharing: Exchange contracts, proposals, or records safely.
- Customizable layout: Adapt fields and design to match your brand.
- Client self-service: Let clients manage their info, view account details, or submit requests anytime.
- Real-time updates: Notify clients instantly of new messages, uploads, or progress.
How to customize with Formaloo
- Add custom forms: Intake, feedback, or project submission forms.
- Access management: Control what each client can view or edit.
- Analytics & insights: Track portal activity to understand client needs and improve services.
Pro Tips
- Keep it on-brand: Align the portal’s design with your branding for a professional experience.
- Collect feedback: Add a section for client reviews to continuously improve.
Formaloo’s Client Portal Template isn’t just a tool — it’s a complete solution for secure, efficient, and client-friendly management.