Service 07
Custom Portals & Business Platforms
Off-the-shelf portals force you into their process. We build the portal around yours: clients upload documents, investors see a data room, partners sign, and staff approve what gets released.
Quick answer
A custom client portal gives clients, investors or partners a secure place to upload, view and sign documents without needing a company account. Retro Digital Hub builds passwordless portals with one-time email codes, per-file permissions, approvals and full audit logs.
Sound familiar?
The problems we fix.
- Clients email sensitive files as attachments
- External partners need access but not a company account
- You pay per seat for a portal you only half use
- There is no record of who saw or signed what
What you get
Deliverables
External portals
Client, broker, investor, upload and e-signing portals, each authenticated by one-time email code and revocable instantly.
Intake to invoice
Intake forms, project tracking, document control, invoicing and e-signatures in one connected platform.
Permission-checked files
Files stream through the app behind a permission check, never as open links.
Audit & roles
Role-based access, audit logging, versioned deployment and backups from day one.
Stack
Tools we use
- Google Apps Script
- JavaScript
- HTML/CSS
- Drive API
- Gmail API
- OAuth 2.0
- REST & webhooks
Outcomes
What changes
- No accounts or passwords for external users
- Sensitive files never leave a permission check
- A full trail of every view, upload and signature
FAQ
Questions, answered.
01Do our clients need a Google or Microsoft account?
No. They log in with a one-time code sent to their email.
02Can we revoke access?
Instantly, per person, without touching any shared links.
03Can it connect to our other tools?
Yes. REST APIs and webhooks connect it to accounting, email and storage systems.
Free discovery call
Ready to make your business run smoother?
Tell us what is slowing you down. We reply within one business day with clear next steps.