As of November 2026, Latka tracks 5 client portal software companies with $1M–$5M in annual revenue. They have combined revenues of $13.4M and employ 115 people. They have raised $24.4M and serve 2.7K customers combined.
Every company below sells client portal software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.
Client Portal Software is a digital platform that facilitates secure communication and information exchange between businesses and their clients. These portals enable clients to access personalized data, track project progress, and securely share documents, enhancing transparency and collaboration. Common use cases include customer service, account management, and project coordination across various sectors such as legal, consulting, and finance. Key features of client portal software typically include user authentication, customizable dashboards, file sharing capabilities, and communication tools such as messaging or chat functions. This type of software is primarily utilized by professionals in roles such as customer support, account management, and project management, where maintaining a streamlined flow of information and improving client relationships are critical. By centralizing client interactions and support activities, businesses can reduce operational inefficiencies and enhance client satisfaction.
Sorting: Highest -> Lowest
Showing 5 of 5 companies ranked by annual revenue.
New York, NY, United States
Create remarkable customer experiences with Assembly (formerly Copilot). Get an out-of-the box branded client portal where customers can message you, pay bills, and share information securely, with a new AI-powered CRM for your team.
Wellington, Wellington Region, New Zealand
Save 235+ hours a year with a better way of managing your documents. SuiteFiles combines document and email management, templates, auto-filing, secure client communication, unlimited document signing, and the integrations you need together in one seamless experience. Integrations include Xero Practice Manager, Karbon, Microsoft 365, Quickbooks Online, WorkflowMax, and more.
San Francisco, California, United States
Playbook is a beautiful, organized home base for all creative work. For teams, Playbook makes it easy to share, and collaborate on visual projects. For freelancers, Playbook makes collaborating with clients and sharing their work with the world seamless. Playbook runs on advanced and intelligent technology. It automatically imports, tags, categorizes your entire media library, in minutes.
Latka tracks 5 client portal software companies with $1M–$5M in annual revenue. Together they generate $13.4M in annual revenue and employ 115 people.
Assembly (Copilot Platforms Inc.) is the largest, with $3.9M in annual revenue, founded in 2020.
The average client portal software company in this list makes $2.7M a year, across 5 companies with reported revenue. They serve 2.7K customers combined.
Ranked by annual revenue, the leaders are Assembly (Copilot Platforms Inc.), SuiteFiles, Playbook, Clinked and Pigeon.
The 5 client portal software companies with $1M–$5M in annual revenue tracked here have raised $24.4M in disclosed funding between them.
- The software must provide a secure access environment for clients to view and manage their personal information. - It should enable file sharing and document management functionalities to facilitate collaboration. - The platform must support communication tools, such as messaging or notifications, for client interactions. - It should offer customization options for users to tailor their experience to meet specific client needs. - Not just for internal use; it must actively empower clients to engage with their data and business processes.
