Client Revenue Portal
A private, branded web application that gives each of your clients their own login and a real-time view of their revenue performance — so they stop calling you for numbers they can check themselves.
The problem this solves
Your clients need visibility into their revenue numbers — but right now, getting those numbers means calling you. That's time you don't have, and a friction point that makes your service feel less premium than it is. A dedicated client portal changes that entirely: each client logs in, sees their own dashboard, and gets the answers they need without ever picking up the phone.
10 Client Logins
Unique credentials per client. You add or remove access any time.
RCM Dashboard
Charges, payments, adjustments, AR, collection rates, Days in A/R.
Admin Panel
Your private view to update each client's monthly numbers.
Branded Design
Styled to match Caballero Billing Practice — professional and polished.
Hosting & SSL
Secure, live on the web. Accessible from any device, any browser.
Upgrade Path
Option A is built to connect to live data when you're ready for Phase 2.
Phase 2: Live Data Integration
The portal is built from day one as a foundation for full automation. When you're ready to connect your billing software directly — so numbers update without you lifting a finger — we'll assess your specific setup and build a custom integration plan around it.
No price commitment here. That conversation happens when you're ready, with a full understanding of what your systems actually require.
Two views — your clients see their own private dashboard. You manage everything from your admin panel.
To move forward, a 50% deposit of $600 gets the build started. The remaining $600 is due on delivery. Monthly hosting begins at launch. Reply to this proposal or reach out directly and we'll get you on the calendar.