Business Agents
Generate a secure client portal — dashboards, documents, forms and status tracking — as a real application you own.
Describe what your clients should see and do, and the agent builds a working portal: authentication, role-based access, dashboards, document sharing, intake forms and project status tracking, backed by a real database. It runs on an exportable codebase you can publish to your own domain.
Try an example
Every service business eventually hits the same wall: clients emailing for status updates, documents scattered across threads and drives, and a team re-answering the same questions weekly. A client portal fixes this, but the usual options are painful — per-seat SaaS pricing that grows with your client list, or a custom build quoted in months. The AI Client Portal Generator is a third path: describe the portal, get a working application.
It is for agencies tired of status-chasing emails, accountants and lawyers exchanging sensitive documents, consultants sharing deliverables and approvals, and any operator whose clients deserve better than a shared folder. No code is required to start, and developers can extend everything afterward.
You describe who your clients are and what they should be able to see and do: check project status, upload documents, submit requests, approve deliverables, message your team. The agent generates the portal as a real application — authentication, role-based access control, dashboards, forms and notifications — backed by a multi-tenant Postgres database with row-level security, so one client can never see another's data.
The difference from portal SaaS is ownership. The output is a standard, exportable codebase — React, Node and Postgres — that you publish to your own domain and can host or hand off as you choose. Kanan.co, a 500-user organization, used this approach to migrate off Salesforce in 45 days and walked away owning their code. There is no per-client seat fee because it is your application.
For businesses where the portal touches real client data, the build can move through Dual7's governed mode: seven gated stages with human sign-off before anything ships, and an audit trail of what was approved. Smaller teams can stay in the faster vibe mode and govern later — the portal is the same either way.
The output is a working portal with authentication, a database and role-based access — not a prototype screenshot you have to rebuild.
Multi-tenant Postgres with row-level security and role-based access means each client sees only their own projects, documents and messages.
The portal is your application. Adding your hundredth client does not add a line to a vendor's invoice.
Project status, milestones and requests live in the dashboard, so 'quick question' emails stop arriving.
Upload, share and organize files per client and project instead of attachments buried in threads.
Standard React, Node and Postgres you can export, self-host or hand to any developer — the opposite of platform lock-in.
Publish the portal at portal.yourcompany.com with your identity, not a vendor's subdomain and logo.
When the portal handles regulated or high-stakes data, route changes through seven gated stages with human approval before release.
Who your clients are, what they should see — status, documents, invoices — and what they should do: upload, request, approve, message.
Authentication, roles, dashboards, forms, document access and notifications are generated as a working app on a real database.
Sign in as a test client, walk the actual workflows, and adjust fields, stages and permissions until they match how you work.
Ship to your own domain, onboard a pilot client, and refine from real usage before rolling out widely.
Client and team roles with permissions enforced at the database level through row-level security — not just hidden buttons in the interface.
Each client lands on a view of their own projects, status, open requests and recent documents, generated from the data model you describe.
Per-client and per-project document areas where your team publishes deliverables and clients upload what you request from them.
Structured forms for briefs, change requests and submissions that write to the database and notify the right person — replacing the inbox.
Milestones and stages your team updates once, visible to the client immediately, with a history instead of a phone call.
Status changes, new documents and form submissions trigger notifications, and multi-step processes run as workflows rather than manual chasing.
React front end, Node services and Postgres schema you own outright — extend it yourself, hire a developer, or keep building with the agent.
A running app with sign-in, client and team roles, and the screens your description called for.
A multi-tenant Postgres schema with row-level security policies separating every client's data.
Per-client dashboards showing projects, milestones, documents and open requests.
Intake and request forms connected to notifications and the status pipeline you defined.
The full React/Node/Postgres source, exportable and publishable to your own domain.
Example output
Input: a design agency whose clients should see project stages, approve deliverables and download final files. Output: a portal where each client signs in to their own dashboard, sees current stage and upcoming milestones, approves deliverables with one click, and finds every final file in one place — with the agency's team updating status once instead of writing weekly recap emails.
A creative agency gives clients a live view of project stages and approvals, cutting the weekly 'where are we' thread entirely.
A firm sends structured document requests through the portal and receives uploads in one organized place per engagement instead of chasing attachments.
A consultancy publishes reports and roadmaps to per-client dashboards, with a record of what was delivered and when.
A facilities company lets customers submit service requests, see technician scheduling and review their service history.
A firm gives clients matter status, key dates and a secure document exchange that replaces sensitive files over email.
A growing company replaces a per-seat portal tool with an owned application, following the path Kanan.co took off Salesforce — a 500-user migration in 45 days, ending with code they own.
An independent consultant gives each client a private dashboard for deliverables and invoices, looking like a firm of ten.
A supplier lets accounts check order progress and download documentation without phoning the sales team.
Creative, marketing and development shops give clients visibility into stages, approvals and final files.
Firms exchange sensitive documents and engagement status through a portal instead of email attachments.
Practices share matter status and documents with clients through authenticated, role-controlled access.
Consultants deliver work, gather inputs and track engagements in one per-client home.
Maintenance, construction and trade companies let customers submit requests and follow job status.
Suppliers expose order status, invoices and documentation per account without manual updates.
You provide
A portal where our agency's clients see project status, approve deliverables and download files
The agent
The agent builds a portal with client and team roles, a project-stage dashboard, an approval flow and a per-project file area.
You get
A working app the agency pilots with two clients, then publishes at portal.theiragency.com for the whole roster.
You provide
Client portal for an accounting firm: document requests, uploads and engagement status
The agent
The agent generates structured document-request forms, per-engagement upload areas and a status view per client.
You get
A portal where tax-season document collection runs as a checklist instead of forty email threads, with row-level security separating every client.
You provide
Customer portal for a maintenance company with service history and request forms
The agent
The agent builds customer accounts with a request form, scheduling status and a history of completed work per site.
You get
A self-service portal that absorbs the routine 'when is someone coming' calls, leaving the phone line for emergencies.
You provide
We want to replace our per-seat portal tool with something we own
The agent
The agent rebuilds the portal's core — auth, roles, dashboards, documents — as an exportable React/Node/Postgres application.
You get
An owned codebase the company hosts itself, following the same approach Kanan.co used to move a 500-user organization off Salesforce in 45 days.
You provide
A portal where clients check order status and message our team
The agent
The agent generates account dashboards with order pipeline status and a messaging thread tied to each order.
You get
A portal where routine status questions answer themselves and the messages that remain have full context attached.
You provide
Client onboarding portal for a consultancy — intake forms, then a project dashboard
The agent
The agent builds an onboarding flow: structured intake forms feed directly into a new client project with stages and a document area.
You get
A single flow from signed proposal to active project, with the client watching progress from day one instead of week three.
| Aspect | With the agent | Manual process |
|---|---|---|
| Getting started | Describe the portal; a working app is generated | Months of custom development or a SaaS configuration project |
| Cost shape | Your application — no per-client seat fees | Portal SaaS priced per seat, growing with your client list |
| Data isolation | Row-level security in the database by default | Tenant separation depends on the vendor's implementation |
| Ownership | Exportable React/Node/Postgres codebase | Configuration locked inside a vendor's platform |
| Branding and domain | Publish to your own domain with your identity | Vendor subdomains and limited theming on lower tiers |
| Extending it | Edit with the agent or hand the code to any developer | Feature requests routed through a vendor's roadmap |
| Release control | Optional governed pipeline with human sign-off per stage | Vendor updates arrive on the vendor's schedule |
A chatbot can sketch portal code you then have to assemble, host and secure yourself. The agent produces a running app with a database and authentication already wired.
Client separation comes from row-level security in Postgres, not from interface logic a chatbot's snippet would leave you to get right.
Chat output is frozen text. Your portal stays editable — add a field, a stage or a whole feature without regenerating from scratch.
Ship to your domain, and when the data gets sensitive, move releases through gated stages with human approval — neither exists in a chat window.
Build the first version around your most frequent status, document and request interactions. A portal that answers those wins adoption; everything else can follow.
Onboard a client who will give honest feedback before the full rollout. Real usage exposes workflow gaps no description anticipates.
Decide who can see and do what — client, team member, manager — before refining interfaces. Permissions are the foundation; screens sit on top.
The portal only replaces email if the team actually updates it. Assign ownership of status hygiene or clients will go back to asking.
Structured intake — with the fields you actually need — beats an open message box that starts another clarifying thread.
Sign in with a client test account and walk every flow. What the team sees and what the client sees are different applications.
When the portal holds live client data, route changes through the governed pipeline so a human approves each stage before release.
The codebase is yours — keep a copy exported and backed up so the portal is never dependent on any single service, including this one.
It is an agent that builds a working client portal from your description: authentication, role-based access, dashboards, document sharing, forms, status tracking and notifications, backed by a real database. The output is a running application on a codebase you own, not a mockup.
The portal is built on multi-tenant Postgres with row-level security and role-based access control, so data separation is enforced in the database itself. For sensitive deployments, you can route releases through the governed pipeline with human sign-off, and because you own the code, your own security review is always possible.
Yes — each client signs in and sees only their own projects, documents and messages. That isolation is the point: it replaces sharing links and email attachments with authenticated, per-client access.
Ownership and cost shape. Portal SaaS charges per seat and keeps your configuration inside its platform. This generates an application you own — exportable React, Node and Postgres, published to your domain, with no per-client fees as your list grows.
Yes. Kanan.co, a 500-user organization, used this approach to migrate off Salesforce in 45 days and ended up owning their code outright. The case study covers how the migration was staged and governed.
Not to start — describing the portal and refining it requires no code. Because the output is standard React, Node and Postgres, any developer can extend or maintain it later, and you are never dependent on one person or platform.
Yes. Portals publish to your domain — portal.yourcompany.com or similar — with your branding. Clients interact with your company, not a vendor's subdomain.
You extend it, with the agent or with developers — add features, integrations and workflows on the same codebase. Since there is no per-seat pricing, growth changes what the portal does, not what it costs per client.
Yes. The codebase is exportable and standard — host it elsewhere, hand it to your own developers, or keep building on Dual7. Owning the code means the decision is always yours.
Dual7 is in early access, which is free with no credit card required. Describe your portal, see the working result and decide from evidence rather than a pitch.
Dual7 Agents
Generate a secure client portal — dashboards, documents, forms and status tracking — as a real application you own. Start with your own input — the output is an editable project you own.
500+ users in production · Kanan.co moved off Salesforce onto Dual7 in four months · 100% code owned
Dual7 · a product of AlgorithmShift · Build once. Own forever.