How to build a private client portal with AI

Short answer: Ask an AI assistant connected to Croft to build a client portal, and it deploys one to your private server: each client signs in and sees only their own projects, files, and updates. You invite clients by name; nobody sees anyone else’s data.

A client portal is one of the highest-value things a small business or freelancer can have — and one of the fiddliest to build, because it’s really about access: the right client seeing the right things and nothing more. That’s exactly what Croft handles for you.

How to do it

1. Connect an assistant to your croft (Claude, ChatGPT, or Grok). How to connect →
2. Describe the portal. “Build a client portal. Each client sees their own projects, files, and a status update from me, and can leave a comment or approve a deliverable. Keep everything else private.”
3. Invite your clients. Add them by email; they sign in with a passkey and land only on their own space.

Why the access part is safe

You don’t build the login, and you don’t hand-roll “which client sees what.” Croft’s enterprise sign-on sits in front of every app, access is granted per person, and a client can never reach another client’s data. Remove someone once and they’re out of everything.

Running a business on tools you built yourself? Here’s the freelancer angle →

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