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D&B Operating System · Client portal

A client portal for interior designers, on your own domain

Updated 25 Oct 2026

A client portal gives each interior design client one link to see their project: the approved quote, timeline, site photos, pending approvals and payment schedule. In the D&B Operating System the portal runs on your firm's own domain, so clients stop asking for updates on WhatsApp and every approval is recorded.

What the client sees

Why it saves time

Most status calls are the same three questions: what stage are we at, what do you need from me, and what do I owe. A portal answers all three without a call, and gives you a written record if a dispute comes up later.

Portal vs WhatsApp group

WhatsApp groupClient portal
Approvals recordedLost in chatLogged with date
Latest quoteHard to findAlways the current version
PaymentsSeparateSchedule and receipts in one place
BrandingWhatsAppYour firm's domain and logo

Questions people ask

Do clients need to install anything?

No. The portal opens in a browser from a link on your firm's domain.

Can I still use WhatsApp?

Yes. Portal updates can trigger a WhatsApp message pointing the client to the latest update, so WhatsApp becomes the alert and the portal the record.

Go deeper

More of the D&B Operating System

Want to see it running for your firm?

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