AI Client Portal Builder for Sustainability Consultancies
Give clients somewhere to log in. Describe what your sustainability consultancy shares with them — documents, progress, invoices, messages — and Mythex builds a portal with accounts, permissions and a real database behind it.
Who it's for
Teams at sustainability consultancies who need clients to see their own information — and only their own — without building auth from scratch.
What you can build
- A login where each client sees only their own records
- Documents and files you upload, available to download
- Status or progress on carbon footprinting and ESG reporting
- A message thread between the client and your team
- A staff view listing every client and their history
How sustainability consultancies work
A sustainability consultancy's calendar follows its clients' reporting years. Carbon footprints and ESG reports cluster in the months after a financial year closes, while net zero plans and certification support run as longer projects. Most of the hours go into collecting data: utility bills, fuel cards, travel expenses and supplier figures that arrive as PDFs and mismatched spreadsheets. Work comes through referrals, procurement requirements and investor pressure. Software helps most by giving clients one place to submit data and by tracking each engagement against its deadline.
What client portal for Sustainability Consultancies has to handle
- Clients need structured upload slots for each data type, such as electricity, gas, fuel and business travel, per site and per month.
- A progress view shows the client which data is still missing for the reporting year.
- Draft reports and comments should live in the portal, so the client can review figures before anything is published.
- The client's finance, facilities and HR contacts each hold different data and may need separate logins.
A tip for sustainability consultancies
Replace the open-ended request for 'all your energy data' with a grid of months and sites that fills in as files arrive. Clients respond faster when they can see exactly which gaps remain, and your analysts stop reconciling files named final_v3 from five different people.
A prompt to start from
Build a client portal for a sustainability consultancy. Clients log in and see only their own records: client company, reporting year, scope and deadline, files we uploaded for them, and the status of the work we are doing for them. Add a message thread per client and a staff area where our team can see everyone, add records, upload files and reply. Use a database with proper per-user access.
Questions
Can clients upload utility bills and spreadsheets directly to a portal?
Yes. Files can be stored against the right site, month and data type, and your team sees them on the staff side. List the data categories you collect when you describe the portal in chat.
How does login work?
Ask for accounts and Mythex builds sign-in into the app. Each published app has its own users and its own data, separate from your Mythex account.
Can clients only see their own data?
Yes, and it is worth saying out loud in the prompt. Mythex scopes each query to the signed-in user, so one client cannot open another's records by changing a URL.
Do I need to know how to code?
No. You describe what you want in plain language and Mythex writes the code, shows a live preview, and lets you change things by chatting. The code editor and terminal are there if you ever want them.
Do I have to explain my business every time?
No. Mythex remembers who you are and how you work across every project, and follows the standing notes you set for a project, so you are not re-briefing it in each new chat. You can read, edit or switch all of it off.
How much does it cost?
There is a Free plan with daily credits, enough to build and publish a first version. Pro is $25/month and adds full code editing, GitHub export, custom domains, and credit top-ups.
Templates to start from
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- Supply Chain Simulator Template — Flip disruptions and watch KPIs
- Agile Sprint Board Template — Backlog, kanban, and UAT sign-off
- Online Spreadsheet Editor Template — Formulas, comments, and CSV export
- Hiring Pipeline Tracker Template — Kanban stages with AI copilot
Guide
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