Client Portal for Architecture Firms: Drawings, Decisions and Planning Status in One Login
An architecture client portal is a login where each client sees their project's current drawings, confirms decisions and follows planning progress. Describe your stages and what clients should see, and Mythex builds the portal with accounts, permissions and a real database, ready to publish.
Who it's for
Practices that send drawing revisions as email attachments and keep client approvals in old threads. It fits residential work, where homeowners need hand-holding through planning, and commercial projects with several consultants who need some files but not the fees.
What you can build
- Each project's drawing set with revision letters, latest shown first
- A decisions log where the client confirms layouts and materials
- Planning or permit submission status with conditions
- Consultant logins for structural engineers and surveyors
- Stage invoices and the fee remaining
- A message thread per project
What an architecture firm's client portal must handle
Three things cause most trouble on long projects: someone commenting on an outdated drawing, a decision nobody wrote down, and a client who does not know why nothing has happened for six weeks. The portal should fix all three. Store drawings with revision letters and show the latest by default, keep a decisions log with a date and the client's confirmation, and show planning status in plain words, such as "validated, decision due by" a date.
- Latest revision by default, history on request
- Dated, client-confirmed decisions
- Planning status in plain language
Who sees what
Clients see only their own projects. Consultants such as the structural engineer see the drawings and the decisions that affect them, but not fees or invoices. Your team sees everything and can upload, record decisions and reply. Say this in the prompt and Mythex scopes every query to the signed-in user, so nobody can open another project by changing the address in the browser.
What to put in it first
Load your live projects with their current work stage, upload the latest drawing set for each, and write the open decisions as items waiting for confirmation, for example the window supplier or the kitchen layout. Then invite clients one at a time. Leave messaging and invoices until clients are used to logging in; one useful screen they actually open beats five they ignore.
- Live projects and current stage
- Latest drawing set per project
- Open decisions waiting for the client
Mistakes to avoid
Do not upload every working file; clients only need issued drawings, and too many versions bring back the confusion you are trying to remove. Do not let decisions be confirmed by email on the side, or the log stops being the record. And keep the language plain: a homeowner does not need to know what a stage 4 deliverable is, only what they need to decide this week.
A prompt to start from
Build a client portal for my architecture firm. Clients log in and see their project's work stage, the latest issued drawings with revision letters and older revisions in history, a list of decisions to confirm with dates once confirmed, and planning application status. Consultants get access to drawings but not fees. Staff manage all projects.
Questions
How do clients log in?
Mythex builds sign-in into the portal itself. Each published app has its own users and data, separate from your Mythex account, and you invite clients from the staff area.
Can clients only see their own project?
Yes. Ask for it in the prompt and every query is scoped to the signed-in user. Consultants can be given access to specific projects with fees hidden.
Can clients approve design decisions in the portal?
Yes. Each decision is an item the client confirms with a click, stored with the date and their name. That record settles most "we never agreed to that" conversations.
Can we upload large drawing files?
Yes. Files go into your project's file storage. Most practices upload issued PDFs rather than native CAD files, which keeps the portal fast for clients.
Is it free to build?
Free is enough to try it properly, with daily credits, publishing included and no card required. At $25/month, Pro adds your own domain, a larger credit allowance and code you can edit.
Templates to start from
- Portfolio Website Template — Hero, projects, about, and contact
- Agency Client Portal Template — PIN-protected views on a Kanban board
- Freelance Invoicing Template — Saved clients with revenue stats
- Quote Generator Template — Line-item pricing, secure client links
- Pet Boarding Site Template — Booking wizard with client dashboard
- Parallax Studio Site Template — Dual themes with staggered project grid
- Gallery Design Portfolio Template — Fullscreen projects, color themes
- Architecture Portfolio Template — Filterable project gallery, dark mode
Guide
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