The Record
Client portals
Giving clients, partners and contractors a secure, branded place to log in, see their work, approve it and ask for more.
19 articles
All articles
How to Choose a Partner Portal Builder You Can Safely Hand to Subcontractors
Give subcontractors and outside specialists their own login, show each only their jobs, and remove access in one step.
Best Freelancer Management System for Growing Operations | Noloco
Compare the best freelancer management systems for permissions, workflows, onboarding, and contractor access.
How to Build a Client Portal From Existing Data: The Complete Guide
Learn how to build a custom client portal with permissions, workflows, and AI-powered app building.
7 Things To Look For In A Contractor Management Portal
Keep each contractor's data separate, track compliance dates, show real payment status, and more.
Best client portals for real estate teams in 2026
Compare client portal software for real estate teams on approvals, permissions, and branding, and see which option fits a growing property team.
How to show the right person the right data
What makes a good operating system? One place where clients, contractors, and your team get work done, and where robust client portal permissions decide who sees what. We walk through 3 views of the same system: the client (Sarah), the contractor (Sandy), and the owner (Sam). Each person sees a different slice of the same data.
Client Portal Software for Lead Gen Agencies in 2026
See how client portal software helps lead generation agencies show clients live campaign results, brand the experience, and cut status update emails.
Best branded client portals for service businesses
Compare Softr, Airtable, Stacker, Knack, monday.com and Noloco on branding, permissions and automation to find the right client portal for your firm.
Client portal software for approval workflows in 2026
Compare client portal software for secure approvals, role based access, and branding, then see what actually fits a growing service firm.
Best Employee Portal Software for Small Teams
See how Noloco, Zite, Zendesk and other platforms compare on security, reliability, permissions and AI-powered customization.
Custom client portal for service businesses | Noloco
Stop chasing clients for approvals and updates. Build a branded portal instead.
Secure Client Portals For Service Businesses In 2026: A Buyer's Guide
What makes a client portal genuinely secure for a service firm? This guide covers how to evaluate ShareFile, SuiteDash, Clinked, Moxo, and Noloco before committing.
How Client Portal Access Controls Protect Your Approvals And Your Clients
Learn how role-based access and approval workflows depend on each other, why page-level permissions fail service firms with multiple clients, and what good looks like in practice.
Why Client Portals Fail Service Businesses (And What To Do About It)
When permissions are too blunt, approvals fall back to email, and the portal is disconnected from internal systems, portals don't hold up at scale.
Best client portal software for growing service teams
The right client portal makes your firm look sharper and run cleaner. Compare six tools for growing service teams on permissions, approvals, branding, and pricing
Client portal permissions for real estate teams: what you need to know
Learn which roles your real estate portal needs and the five permission mistakes to fix before you invite your first client.
Client portal permissions: a guide for service firms | Noloco
Most client portals get permissions wrong from day one. Here is how to design roles, record-level access, and approvals that actually hold up.
Client portal approval workflows: a 2026 guide | Noloco
Still handling client requests over email? This guide shows how to build secure approval workflows with role-based access in your client portal.
How Role-Based Access Control (RBAC) secures your client portal
One misconfigured permission can expose a client's files to the wrong person. Learn how RBAC works in client portals, which roles your firm needs, and the five setup mistakes to fix before you go live.
No articles match those filters
More from The Record
Operations
Running complex operations on a system that fits how your business works: messy handoffs, exceptions, and work that moves between your team and your clients.
AI & automation
Where AI agents and automation earn their place in day-to-day operations, and how to give them access to exactly the data they should see.
Airtable & spreadsheets
Getting more out of Airtable, Google Sheets and Excel, and knowing when you've outgrown them.
Comparisons & alternatives
Straight side-by-sides of the tools teams weigh up, Noloco included.
Guides & tutorials
Step-by-step how-tos, from APIs and databases to building your first app.
News
What's new at Noloco: launches, pricing and the people building with it.
Build your portal today
Start free, connect your data, and invite your team.
No credit card required