Practical guide · Self-hosted B2B software
Project approval and file exchange in one client link
How can a project combine details, deliverables and an explicit client decision in one clean workflow?
The actual decision
Client portal for checklists, files and approvals
A final result is only unambiguous when client and provider see the same project context and record the decision in one place. ClientPortal Lite adds resumable details and file exchange to that approval.
When it fits
A focused tool is useful when…
- You collect project details over time.
- You exchange drafts or deliverables securely.
- You document approvals and change requests separately.
- You want to close completed portals explicitly.
What the workflow looks like
one clear project status instead of checklists, files and approvals spread across email threads.
Combine project details, file exchange and client approval in one private link on your own PHP server.
- Install: Upload the PHP application to your HTTPS hosting and run the guided setup.
- Configure: Set your company name, branding and the options needed for this workflow.
- Use: Share the generated link and keep the result in your own installation.
Honest limits
ClientPortal Lite is intentionally not a large platform.
A small tool is only a good purchase if its boundaries match the task.
- You need live annotations directly on images or video.
- You want integrated invoicing or time tracking.
- You are trying to replace a full CRM.
Costs and operation
49 € one time, no required subscription.
The licence covers one productive installation. Source code and documentation are included. Hosting, backups, updates and lawful operation remain under your control.
Before you decide
Three useful checks.
Will it run on my hosting?
The tools require PHP 8.2+, MySQL or MariaDB, HTTPS and Apache or Nginx. Use the free PHP upload-limit checker for a first configuration check.
Is installation included?
The licence includes instructions and a guided installer. Optional installation assistance is available from €49 after we have checked the server access and scope.
Who may purchase?
The current online offer is exclusively for companies and self-employed professionals purchasing for business purposes.