Custom client portals and member portals.
Documents, invoices, payments, memberships, and messaging in a secure space built around your brand.
For accountants, law firms, nonprofits, insurers, clinics, and any business that serves clients or members.
Average time to launch
14 days
Data hosted in Canada
100%
Monthly subscription fee
$0
Definition
What is a client portal?
A client portal is a secure web space where your clients log in to access their documents, invoices, file progress, and communications with your business. Instead of exchanging dozens of emails and attachments, each client has their own private space, accessible anytime, from any device.
In practice, a client portal replaces endless email threads, documents sent through WeTransfer, manual payment reminders, and follow-up calls. For your clients, it's a single, professional point of access. For your team, it's hours recovered every week and a stronger brand image.
Client portal or member portal: what's the difference?
Built for the one-to-one relationship between a business and each of its clients: confidential document sharing, invoices, file or project tracking. This is the model for accountants, lawyers, consultants, insurers, and brokers.
Built for a community: memberships and renewals, dues payments, member directory, event registrations, gated content. This is the model for nonprofits, associations, professional orders, and clubs.
What's included in your client or member portal
Contracts, reports, deliverables, quotes. Your clients access their files anytime, from any device. No more attachments lost in email.
Send invoices, receive online payments, and keep a complete transaction history right in the portal.
Your clients see the progress of their files, completed milestones, and upcoming actions. Fewer follow-up calls, more trust.
Centralize all your communications with each client in their dedicated space. Every exchange is logged and accessible at any time.
Get contracts and approvals signed directly in the portal. Your signed documents are archived automatically.
Email or SMS alerts when a document is available, an invoice is pending, or a milestone is reached.
For member portals: online registration, automatic renewals, dues payments, and member status management without manual work.
Collect sensitive information through encrypted forms: file openings, pre-consultation questionnaires, claims, membership applications.
Your clients book their meetings directly in the portal, synced with your calendar. Automatic reminders included.
Each user only sees what concerns them. Administrators, employees, clients, members: access is finely controlled.
QuickBooks, Stripe, Outlook, Google Workspace, your CRM. The portal connects to the tools you already use, with no double entry.
Resources, training, and reference documents accessible only to your clients or members in good standing.
A portal that speaks to your clients, not your coworkers.
Most professionals still send documents by email, answer questions via WhatsApp, and keep their follow-ups in a spreadsheet. It works, until it doesn't. A centralized client portal saves you hours every week and projects a level of professionalism your competitors don't have. We build it around your current processes, not a prefab template.
By industry
A portal tailored to your industry, not a generic template.
An accountant, a nonprofit, and a clinic don't share the same processes or the same obligations. Here's what a custom portal looks like, concretely, in each industry.
Accountants and tax specialists
During tax season, your inbox overflows with slips, statements, and questions. A client portal for accounting firms centralizes tax document uploads in an encrypted space, with a document checklist for each client.
Your clients upload their T4s, RL-31s, and financial statements in a few clicks. You track who has submitted what, automatically remind stragglers, and get authorizations signed online.
- ✓Secure upload of tax slips and financial statements
- ✓Document checklists with automatic tracking
- ✓Electronic signature of returns and authorizations
- ✓Online billing and payment of fees
Lawyers and notaries
Professional secrecy doesn't tolerate documents sitting in unencrypted emails. A client portal for law firms gives each client secure access to their file: proceedings, correspondence, exhibits, and invoices.
Your clients follow the progress of their case without calling you, and every exchanged document leaves a timestamped trail. Your firm projects the rigor expected of it.
- ✓Encrypted sharing of confidential documents
- ✓Case progress tracking by stage
- ✓Retainers, billing, and online payments
- ✓Complete, timestamped history of exchanges
Nonprofits, associations, and professional orders
Managing memberships in a spreadsheet, chasing renewals by hand, and running after dues: that's daily life for too many nonprofits. A member portal automates the entire member lifecycle, from registration to renewal.
Your members pay their dues online, update their contact info, register for events, and access gated content. Your team, often volunteers, focuses on the mission instead of administration.
- ✓Online membership and renewal with dues payment
- ✓Member directory and gated content
- ✓Event and training registrations
- ✓Automatic receipts and board reports
Insurance firms and brokers
Between policies, endorsements, renewals, and claims, your clients often call you for documents they've already received. A client portal for insurance firms gathers each client's active policies in one place.
Claims are filed through a structured form with attachments, and renewals trigger automatic reminders. Fewer inbound calls, more retention.
- ✓Permanent access to policies and certificates
- ✓Online claim filing with tracking
- ✓Automatic renewal reminders
- ✓Secure exchange of sensitive documents
Real estate brokers
A real estate transaction generates dozens of documents: purchase offer, seller's declarations, inspection, financing, notary. A client portal for real estate brokers gives each buyer or seller a clear view of their transaction's stages.
Your clients always know where their file stands and which documents they still need to provide. You stand out from brokers who manage everything by text message.
- ✓Visual tracking of transaction stages
- ✓Upload and signature of brokerage documents
- ✓Automatic deadline reminders (inspection, financing)
- ✓Separate spaces for buyers and sellers
Medical and private clinics
Health information demands the highest level of confidentiality. A patient portal for private clinics lets you share results and documents in an encrypted, Law 25 compliant environment instead of by email.
Your patients fill out pre-consultation forms in advance, book appointments online, and receive their insurance receipts automatically. Your front desk can breathe.
- ✓Secure sharing of results and medical documents
- ✓Pre-consultation forms filled out online
- ✓Appointment booking and automatic reminders
- ✓Insurance receipts and online payments
Consultants and coaches
Your value is the guidance you provide. But between sessions, your clients dig through their emails for session notes, exercises, and resources. A client portal for consultants centralizes each client's entire journey.
Action plans, working documents, goal tracking, and billing live in one place. Your coaching looks as structured as it actually is.
- ✓Resources and deliverables organized by client
- ✓Goal and action plan tracking
- ✓Session notes and journey history
- ✓Packages, billing, and recurring payments
B2B companies, distributors, and manufacturers
Your business clients want to order, check their negotiated prices, and track deliveries without calling a rep. A B2B portal exposes your catalog with per-client pricing, order history, and account documents.
It's a sales channel that works 24/7, reduces data entry errors, and frees your team from repetitive orders.
- ✓Private catalog with per-client negotiated pricing
- ✓Online ordering and one-click reordering
- ✓Order, delivery, and invoice tracking
- ✓Online quotes and approvals
Security and compliance
Hosted in Canada, Law 25 compliant.
Since Law 25, every Québec business that collects personal information has strict obligations: data protection, transparency, consent, and incident management. Most generic SaaS portals host your data in the United States, on servers you don't control.
Our portals are hosted in Canada, on infrastructure dedicated to your business. You own your solution and your data, without depending on a foreign vendor that can change its terms or prices overnight.
Your data and your clients' data stay in Canada, a prerequisite for several professional orders and public organizations.
Data encrypted in transit and at rest. Secure authentication, with two-factor when needed.
Consent management, access logging, and privacy policies built in from the design stage.
Each client or member only sees their own data. You control precisely who accesses what.
Comparison
Custom portal, generic tools, or SaaS: which to choose?
Many businesses start with Google Drive or a generic SaaS. Here's where each option hits its limits.
| Drive / Notion / SharePoint | Generic portal SaaS | Oriana custom portal | |
|---|---|---|---|
| Brand image | The vendor's interface | Logo and colors, in their template | 100% your brand, on your domain |
| Fit with your processes | You improvise with folders | You adapt to the tool | The tool is built around your processes |
| Recurring costs | Low, but time wasted | Per user, rises every year | $0 subscription, minimal hosting |
| Data ownership | US servers | The vendor's servers | Your infrastructure, in Canada |
| Automations and integrations | Manual | Limited by your plan | Unlimited, connected to your tools |
| Member portal (dues, memberships) | Not possible | Rarely included | Included if your model needs it |
Our honest take: if simple file sharing is all you need, stay on Drive. Custom becomes worthwhile the moment the portal touches your processes, your billing, or your confidentiality obligations.
How much does it cost?
A custom client portal, starting at $5,000.
For a long time, a custom portal cost between $25,000 and $75,000 — a luxury reserved for large companies. Thanks to modern development tools, we deliver the first working version of your portal (MVP) at a fixed price: your core feature, secure authentication, dashboard, and hosting.
- ✓Core feature of your choice (documents, billing, memberships…)
- ✓Secure space for each client or member
- ✓Your colors, on your domain
- ✓Scalable: we add modules as your needs grow
Our process
From the first conversation to launch, here's how we work with you.
Discovery & strategy
We take the time to understand your vision, your users, and your goals. Together we define the essential features to launch fast and validate quickly.
UX/UI design
Our designers create interactive mockups centered on user experience. You validate every screen before development begins.
Development
Our team builds your solution with the technologies best suited to your project. Clean, performant code, built to evolve.
Testing & QA
Rigorous testing across devices and browsers, bug fixing, and performance validation before launch.
Deployment & support
We handle production deployment and stay available after launch for updates, support, and product growth.
Discovery & strategy
We take the time to understand your vision, your users, and your goals. Together we define the essential features to launch fast and validate quickly.
UX/UI design
Our designers create interactive mockups centered on user experience. You validate every screen before development begins.
Development
Our team builds your solution with the technologies best suited to your project. Clean, performant code, built to evolve.
Testing & QA
Rigorous testing across devices and browsers, bug fixing, and performance validation before launch.
Deployment & support
We handle production deployment and stay available after launch for updates, support, and product growth.
Frequently asked questions
Our MVP offer starts at $5,000, fixed price, for a working portal delivered in 14 days: core feature, secure authentication, dashboard, and hosting. A more complete portal (billing, signatures, multiple integrations) generally lands between $5,000 and $20,000, depending on scope. That's a fraction of the $25,000 to $75,000 this type of project traditionally cost.
A client portal serves the one-to-one relationship between a business and its clients: documents, invoices, file tracking. A member portal serves a community: memberships, dues, directory, events, and gated content. It's the model for nonprofits, associations, and professional orders. Technically, both rest on the same foundation, and we build both.
Generic tools are convenient for internal use, but they aren't designed for your clients. A custom portal is built around your brand, secured with per-client access, and integrated into your existing processes. Your clients only see what's relevant to them, not your entire workspace.
Yes. Compliance is built in from the design stage: data encrypted in transit and at rest, consent management, access logging, and hosting in Canada. That's a major advantage over US-based SaaS, whose foreign hosting complicates compliance for lawyers, clinics, and insurance firms.
In Canada, on infrastructure dedicated to your business. You own your portal and your data. No foreign vendor can access your information, change its terms, or raise its prices overnight.
The first working version (MVP) is delivered in 14 days with our $5,000 offer. A more complete portal, with several modules and integrations, generally takes 3 to 8 weeks. We deliver in stages: you use the portal while we build what's next.
Yes. We can connect your portal to Stripe or another payment processor so your clients can settle invoices directly online. You can also send statements, track outstanding payments, and send automatic reminders.
It's one of the most common use cases. The member portal handles online registration, dues payment and automatic renewal, receipts, the member directory, and event registrations. Your team no longer has to chase members manually or keep a spreadsheet up to date.
Yes. We integrate the portal with the tools you already use: accounting software like QuickBooks, Outlook or Google calendars, CRMs, payment processors, and e-signature tools. The goal is to eliminate double entry, not add yet another system.
Absolutely. Each client has their own secure space with their documents, invoices, and history. No one can access another client's data. Access is managed through authentication, and you control permissions at all times.
No. The portal is a web application accessible from any browser, on desktop, tablet, or phone. Your clients receive an invitation, create their password, and log in. No installation, no updates to manage.
That's a priority. Your portal uses your colors, your logo, and your visual identity, on your own domain name. Your clients feel like they're using a tool built in-house by your company, not a generic tool.
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