CRM Solutions | Judge Web Design

Deliver a smoother, more professional client experience with branded portals for onboarding, billing, communication, and more all under your name, your domain, and your control.

Why Your Business Needs Client Portal

When your client journey is messy, so is your brand. Endless email chains, missed attachments, and unclear onboarding steps don’t just frustrate, they cost you time and trust. We build private, secure client portals that make your business feel organized, high-end, and effortless to work with. Our white-label portal system gives your clients one place to access everything: documents, tasks, invoices, messages, and more. No downloads. No third-party branding. Just a seamless experience from the first proposal to final delivery.

What's Included

Make your client experience seamless from enquiry to delivery. We build fully branded client portals that centralise communication, tasks, documents, billing, and bookings all under your own domain, with zero technical setup needed on your end.

Branded Client Portal Setup

Your portal is set up with your logo, domain, colors, and messaging not someone else’s platform.

Project & Task Dashboards

Clients can track what’s in progress, what’s next, and what’s done without chasing updates.

Automated Onboarding Flows

Send welcome messages, intake forms, contracts, and tasks all triggered automatically when a client signs up.

Proposal, Contract & Invoice System

Send proposals, collect signatures, and get paid all from within your own branded environment.

Booking & Scheduling Tools

Let clients book calls or appointments based on your availability with built-in calendars and reminders.

Secure Messaging & File Sharing

Replace messy email threads with encrypted chat and file exchange right inside the portal.

CRM & Contact Management

Keep track of all client info, activity, and communication history in one organized, searchable space.

Custom Forms & Surveys

Capture detailed client info with branded multi-step forms tailored to your workflow.

Recurring Billing & Subscriptions

Offer packages, subscriptions, or retainers with automated billing, payment reminders, and client access.

Results You Can Expect

70% reduction in admin time per client
Up to 3x faster onboarding and approvals
Dramatic increase in perceived professionalism
Fewer missed tasks, emails, and payments

Our Process

Discovery Call

Understand your services, workflows, and client types.

System Mapping

Identify exactly what your portal should do.

Portal Buildout

Customize your dashboard, forms, automations, and branding.

Launch & Training

Go live and get trained on managing it with ease.

Ongoing Support

We’re here to help as your business needs evolve.

Who This Is For

This service is ideal for consultants, agencies, coaches, trades, and service businesses who want to:

Simplify client onboarding and document handling
Centralize communication and task management
Automate repetitive admin without hiring staff
Offer a branded portal that feels like their own software

Pricing Options

£495 setup + £59/month

Perfect for solo providers and small teams who need a secure, professional portal with branded client access.

✅ Includes:
- Branded client portal setup (your domain, logo, colours)
- 1 custom onboarding form
- Proposal + contract workflow
- Secure file upload + messaging
- Contact CRM setup
- Invoice + payment portal
- Mobile-friendly interface
- Admin training session

£995 setup + £89/month

Built for growing teams that need automation, segmentation, and project/client dashboards.

✅ Everything in Starter, plus:
- Up to 3 client intake forms
- Project dashboard setup with Kanban or List views
- Task automation flows (for onboarding or delivery)
- Lead-to-client pipeline integration
- Staff/team role setup with permissions
- Client-type segmentation
- Email notification automation
- Booking calendar integration
- Ongoing support (1 hour/month)

£1,995 setup + £149/month

For service providers who want to systemize the entire client journey from enquiry to delivery and follow-up without touching the backend.

✅ Everything in Growth, plus:
- Unlimited intake forms, surveys, and custom fields
- Full workflow automation (multi-stage triggers & logic)
- Document templates and folder structures
- Subscription + recurring billing logic
- Multi-user portals with tiered access
- Client onboarding quiz or scoring tools
- Auto-expiring proposals + contract locking
- Full SOP embed + resource library setup
- Support dashboard for your clients
- Dedicated launch support + priority access

Say goodbye to chaotic admin and hello to your all-in-one business system.

Ready to Offer a Seamless Client Experience?

Say goodbye to chaotic admin and hello to your all-in-one business system.

Request A Demo

FAQs

Yes. Your logo, colours, custom domain, and even client login URLs are all white-labeled.

Nope the entire system is browser-based, mobile-friendly, and password-protected.

Absolutely. We can create workflows that send tasks, documents, and forms automatically after sign-up or payment.

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