Build Your Client Portal with AI in an Evening

Your clients deserve better than email threads, shared folders and spreadsheet updates. Today you build the fix.

Maybe it's a client onboarding that runs on forms and follow-up emails. Project updates you send by hand every week. Documents that live in five different shared folders. Approvals that get lost in someone's inbox.

Bring that process. By 3 pm, you'll have a working client portal built around it.

This isn't a talk about AI. It's a day of building with Softr's AI, alongside operations and client services leads from consultancies, agencies, and accounting and legal firms who are tired of waiting on developers. Our team will be beside you the whole time. No coding needed.

This is for you if

• → Client onboarding still runs on forms, PDFs and follow-up emails
• → You send project updates to clients by hand
• → Documents are shared across folders nobody can keep track of
• → Client approvals and sign-offs get lost in email threads
• → You've wanted a client portal but never had the time or budget to build one
• → You're the person who'd actually use the portal you build today, not just approve it

What the day looks like

• → 10:00 Doors, coffee, meet the room
• → 10:30 Welcome and a look at client portals built with AI
• → 11:00 Build session I
• → 12:30 Lunch
• → 13:15 Build session II
• → 14:30 Show and tell
• → 15:00 Close

You'll walk away with

• → A working client portal built around your own process
• → Ready-made templates for onboarding, project tracking and document sharing
• → Connections with other operations and client services leads

Seats are capped at 30, so everyone gets proper help.
Bring a laptop and one client process you'd like to stop running manually; that's the only requirement.