Client Portal Generator for Managed IT
Tickets, projects and the state of the client's systems at a glance. Give each client one place for the project: status, files, decisions and next steps, with an AI agent that answers where things stand. No logins for your client.
- Free
- No sign-up
- Ready in about a minute
- A live link with an AI agent
How it works
Your client portal in three steps
- 1
Answer a few questions
Only what this job needs. Add files or a website if you have them.
- 2
WZRD builds it
A branded client portal with updates, files and next steps, laid out and written for you in about a minute.
- 3
Share one link
People open it, explore, ask its AI agent anything and act. Edit everything after.
For managed IT
What to put in yours
The tool above takes it from there.
Show open tickets and average fix time this month
List devices and licences due for renewal
Post the upgrade project plan with dates
What you get
A branded client portal with updates, files and next steps
Not a PDF or a Word file: a live page people open from one link, explore, ask questions in and act on. You can edit everything after.
Project status and the timeline
Files and deliverables to review
Decisions and approvals needed
Weekly updates
Who's who on both teams
An AI agent that answers where things stand
Live example
See one it made
Built with this tool. Explore it and ask its agent anything. Open it full screen
Try the live demo
Tap to open it
Explore the room and ask its AI agent anything. It can talk, so you may want sound on.
Also made for
A client portal for your kind of work
Each one asks the right questions and knows what to include.
- Client Portal GeneratorFor anyone
- For agenciesOne portal per client: work in progress, approvals and reports.
- For consultantsFindings, workstreams and decisions in one place.
- For law firmsMatter status, documents and what the client needs to do.
- For accountantsWhat you need from the client, deadlines and filings.
- For freelancersLook bigger: a proper client space for every job.
- For architectsDrawings, approvals and site progress, so clients stop emailing for updates.
- For interior designersBoards, selections and orders in one place the client can sign off.
- For development studiosSprints, demos and feedback for a build the client can follow.
- For buildersKeep homeowners calm with progress, payments and what's next on site.
- For wedding plannersEverything the couple needs: suppliers, budget, timeline and choices.
- For event plannersOne place for the client's team: plans, approvals and guest numbers.
Show all 20Show fewer
- For coachesSession notes, actions and resources for each client between calls.
- For recruitersShortlists, interview stages and feedback for every role you're filling.
- For property managersGive owners rent, repairs and statements without the phone calls.
- For financial advisersPlans, reviews and paperwork for each client, kept on one page.
- For PR firmsCoverage, pitches and upcoming moments the client can check any time.
- For video studiosScripts, cuts and feedback rounds, with every review in one place.
- For photographersProof galleries to pick from, the shoot plan and the final delivery.
- For immigration consultantsEach stage of the visa, the documents still needed and the next date.
Next in this work
What usually comes next
Made one? These open with your details filled in from the editor.
Questions
About the Client Portal Generator
Does my client need an account?
No. They open a link. You choose who can open it and can turn the link off at any time.
Can I keep it up to date?
Yes. Edit it yourself or ask WZRD AI in plain words: add this week's update, move a milestone, add files.
Make your client portal now
Free, no sign-up needed. A link to share in about a minute.
Create the portalMore tools
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- Project Handover GeneratorA project handover with the deliverables, the docs and who owns what
- Project Status Report GeneratorA project status report stakeholders can read in two minutes
- Workshop Recap GeneratorA workshop recap with the outputs, decisions and next steps