Client portals for service businesses, built properly
The system your business already runs on, built properly
We design and build portals your clients actually log in to. Onboarding, documents, intake, progress and billing all sit in one place. Every workflow modelled on how your firm already works, not on how software wishes you did.
Two sides of the same system
A portal is only half of it. The half your clients never see is the one that decides whether the first half stays accurate a year from now.
Built for accounting and bookkeeping practices, law firms, financial planners and insurance agencies. For marketing agencies, design studios and web shops. For contractors, remodellers and property managers. Anywhere clients have to be onboarded, documents collected, and progress shown without a phone call.
See everything a build includes
The client’s view
A branded dashboard that shows where they are, what you need next, and nothing they have not reached yet. Documents, intake questionnaires, contracts, invoices and messages in one place, so the answer to “where are we?” is a link rather than an email.
Your team’s view
Internal desks your staff use daily: a client update log, a file review desk, a build tracker. Screens built for the job instead of the spreadsheet nobody maintains and the folder nobody can find.
The automation between
Folders that appear when a client signs. Notifications that reach the right person on the first try. Records that update themselves as work progresses. The administrative work that quietly stops being work.
The handover
The account is in your name from the day you open it, so there is no transfer at the end and nothing we could hold on to. A build you cannot operate without us is not a build, it is a dependency.
A client onboarding portal, in production
The portal our own clients log in to, and the same shape we build for everyone else. Stages that advance on their own, a to do list that releases the next task as each one is finished, document collection, contracts and a private channel with us, all driven from one set of client records.
A client portal in use: where the build stands, what is outstanding, and where the documents live
Client onboarding portal for Bloom Divorce Advisory Services
Client dashboard for Get Divorce Ready
Built on Assembly, by an Assembly expert
Your portal runs on Assembly, the client portal platform behind more than a million managed client relationships. Alto Buro is listed in Assembly’s Experts Directory, which the platform describes as vetted specialists who build on it. You get infrastructure that already exists, and someone who has already built on it, instead of paying anyone to learn it on your project.
These certifications are held by the Assembly platform your portal is built on. HIPAA with a signed business associate agreement requires Assembly’s Advanced plan, $499 a month on annual billing or $599 month to month. Your client records stay inside the platform. Alto Buro does not copy, host or store your client data anywhere else.
What the platform gives you
Authentication, permissions, client scoping, billing, contracts and secure file exchange are already solved, already audited, and already running for a very large number of firms.
Assembly Studio, its app builder, is included in your workspace. It is genuinely good, and when a Studio app is the right answer for something you need, we will say so.
What we build on top of it
Stages that advance on their own. Tasks that arrive in the order your work actually happens. Questionnaires wired to the fields that consume them. Automations that fire the moment a client finishes a step.
Shaped to your practice down to the detail, because a system your clients live in should read like you wrote it, not like it was remixed from a template.
A tool is something your team opens. A system is something your client moves through without being told what to do next.
Three ways to get connected
Every package is a single build fee and includes the build, the handover and the training. What changes is how much of the system we take on.
- 1 built workflow, and it becomes the home screen your clients land on
- 3 custom apps, including your branded client portal
- 2 complex automations
- 2 custom form integrations
- 2 mockup revision rounds
- Group office hours twice a month, for 180 days
- 30 days of support after launch
- Email support within 48 hours
- 2 built workflows, one for your home screen and one for a second side of the business
- 4 custom apps, including your branded client portal
- 3 complex automations
- 3 custom form integrations
- 3 mockup revision rounds
- A working email interface, included on request
- Group office hours twice a month, for 180 days
- One 45 minute private session a month, for 180 days
- 30 days of support after launch
- Priority email within 24 hours
- Everything in Autopilot, at a bigger scale
- 6 custom apps, 3 workflows, 5 automations and 4 form integrations
- GoHighLevel and third party integrations
- 5 mockup revision rounds during the build
- Priority in the build queue
- A fixed price agreed before any work begins
- Group office hours twice a month, plus two 45 minute private sessions a month, for 180 days
- 60 days of support, and a direct line answered the same day
What sits alongside the build fee
The price on each package is Alto Buro’s build fee. Assembly is a separate subscription, billed on top of it. Assembly is required, and you buy it directly, in your own name and on your own card, through our link. You add us as an admin and we build inside the plan you chose. The subscription is yours from the first day, so there is no account to transfer later and no stretch where your CRM sits on our card. We may earn a commission if you sign up through our link. The price Assembly charges is the same either way. Every package also carries a $150 per month platform fee from launch.
Most builds run on Assembly’s Professional plan, which Assembly currently lists at $99 a month on annual billing, or $139 month to month. Operations needing unlimited clients or full white labeling run on Advanced, at $499 a month on annual billing or $599 month to month. Those are Assembly’s list prices, and you can check them any time on Assembly’s pricing page.
The $150 keeps the lights on. It covers hosting, monitoring, your automations running, and maintenance as Assembly and the tools around it change. Your Assembly workspace, your client records and your data are yours permanently and stay with you whatever happens. What the fee covers is the running of it, so the custom pieces we operate pause if it lapses.
Assembly’s plans and what each one gives you, training, the app slots your build runs in, and the full a la carte list.
How we back this up
The first 30 days
If your team is not confidently using the new system within 30 days of launch, we work beside you at no additional charge until they are.
No surprise invoices
Every project starts with a clear scope and a fixed price before any work begins. What we quote is what you pay.
“Antonio was amazing to work with! Right from the start, we had a few week deadline to get our new CRM / portal up and running before a big launch. He was confident he could complete everything in time, and did! Would highly recommend.”
“Antonio is a true professional. He took the time to learn about my business and my desired client experience. He built a custom client portal that is user friendly and helps to distinguish my practice from others in this space. Highly recommend!”
Three steps, and the first one is a conversation
Book a call
We talk through your business and settle on the right package for where you are today.
We build it
We start with a handover, then we build, with consistent communication throughout. Three to six weeks of building depending on scope, starting the day your handover is complete.
You go live
Your team starts using it immediately, with training included for the first 60 days.
What the handover asks of you
- Your Assembly subscription, bought through our link and in your name, with us added as an admin
- Your intake forms, and the documents you send clients today
- The wording you already use with clients, in your voice
- Your logo, your colors and the domain you want it on
- Who on your team needs access, and what each of them should see
That is the whole of it. Most of it is material you already have, so it is gathering rather than creating. We send it to you as a checklist you work through at your own pace, and the build clock starts the day the last item lands.
Start with a conversation about your workflow
45 minutes. We map how your firm actually operates and tell you plainly whether a custom portal is worth building for you.