The AI-Powered WordPress Client Portal Plugin.
Fully Omeletized.
A WordPress plugin that handles client onboarding, project tracking, payment collection, document generation, and AI-assisted management – all from one dashboard.
Built For
One Tool. Three Audiences.
Whether you’re managing your own clients, running an agency, or building custom solutions – this WordPress client portal plugin fits your workflow. Replace your CRM, project management tools, and client portal with one system.
Small Business Owners
Stop juggling spreadsheets, invoices, and email chains. Give every client a branded client portal on your WordPress website – with project status, questionnaires, payment links, and private pages – all running on your own WordPress site with email notifications built in.
Agencies & Consultants
White-label it. Onboard clients in minutes with a fully branded client portal. Auto-generate SOWs, invoices, and reports. Collect payments through your preferred gateway. Scale your consulting practice without hiring. Your clients never know it’s WordPress.
WordPress Developers
40+ REST API endpoints. 11 custom database tables. Full React frontend. Extend it, customize it, or build on top of it. Hook into the AI assistant, payment system, or document pipeline.
Features
Everything You Need to Run Client Operations – One WordPress Client Portal Plugin
Eight integrated modules that replace your CRM, invoicing tool, project tracker, and client portal – all in one WordPress plugin.
Feature 01
AI Assistant – Monsieur Omelette
A context-aware AI assistant that knows your clients, projects, and deadlines. Ask it to draft emails, summarize weekly priorities, flag at-risk projects, or generate SOW content. Supports Anthropic, OpenAI, and Google models – bring your own API key.
Feature 02
Client Portal with Secure Token Access
Your clients access their client portal with one click – no passwords, no WordPress accounts needed. Send a secure client login link via email, and they land directly on their private pages dashboard. Perfect for consultants and businesses that want a secure client portal without the complexity.
Feature 03
Smart Questionnaire System
Each consulting package comes with 15-21 pre-built discovery questions organized by section. Auto-generated when you create a project. Clients fill them from their portal with auto-save.
Feature 04
Document Generation
Generate Statements of Work, progress reports, invoices, and AI infrastructure blueprints with one click. Powered by n8n webhook integration – your data merges into Google Doc templates, exports as PDF, and uploads to Google Drive automatically.
Feature 05
Payment Gateway Integration
Collect deposits, balance payments, and monthly subscriptions through your preferred payment gateway. Generate payment links from the admin dashboard and send them to clients. Webhooks automatically update payment status – no manual tracking.
Feature 06
Task & Checklist Management
Every consulting package comes with phase-based project management tasks, estimated hours, and QA checklists. Track progress, assign work, log actual hours, and handle file management and uploads with clients. Foundation packages support three complexity tiers with different task sets.
Feature 07
Template & Draft System
Reusable templates for questionnaires, tasks, deliverables, and checklists. Clone them, customize them, set defaults per package type. Start working before a client exists with the draft system – assign to a client later.
Feature 08
Configurable Consulting Packages
Define your own service packages – each with its own questionnaire set, task plan, deliverable list, and QA checklist. Add a client, pick a package, and the entire project structure auto-populates instantly.
Pricing
Choose Your Plan
One-time purchase. No monthly fees. Includes 1 year of updates and support. Choose the WordPress client portal plugin plan that fits your practice.
- 1 site license
- Client portal + secure token access
- 5 consulting packages
- Payment gateway integration
- Document generation (n8n)
- Default templates
- AI Assistant (Monsieur Omelette)
- Custom templates & drafts
- White-label
- 1 year of updates
- Community support
- 3 site licenses
- Client portal + secure token access
- 5 consulting packages
- Payment gateway integration
- Document generation (n8n)
- AI Assistant (Monsieur Omelette)
- Custom templates & drafts
- White-label
- 1 year of updates
- Priority email support
- Unlimited site licenses
- Client portal + secure token access
- 5 consulting packages
- Payment gateway integration
- Document generation (n8n)
- AI Assistant (Monsieur Omelette)
- Custom templates & drafts
- White-label ready
- 1 year updates + 50% renewal
- Priority support
Setup
Up and Running in Four Steps
From plugin install to first client onboarded – it takes less time than making breakfast. Automatic email notifications keep your clients informed every step of the way.
Install the Plugin
Upload to WordPress and activate. 11 database tables are created automatically. No configuration files to edit.
Configure Integrations
Add your payment gateway API keys and your AI provider key for the assistant. Both are optional – the core works without them.
Add a Client
Pick a consulting package, enter client details. Questionnaires, tasks, checklists, and deliverables auto-populate instantly.
Send the Secure Access Link
One click sends your client a branded, secure client portal link. They fill their questionnaire, track progress, and download documents – no login required.
Be the first to know
when new updates are about to launch.
Join the mailing list for updates on the AI Client Portal.
No spam. Unsubscribe any time. Monsieur Omelette approves.
FAQ
Common Questions
WordPress 5.8 or higher with PHP 7.4+. It works on any standard WordPress hosting – shared, VPS, or managed (including GoDaddy, SiteGround, Cloudways, etc.).
Anthropic Claude (Sonnet 4, 3.5 Sonnet, 3.5 Haiku), OpenAI (GPT-4o, GPT-4 Turbo, 4o Mini), and Google Gemini (2.0 Flash, 1.5 Pro, 1.5 Flash). Bring your own API key – the plugin doesn’t include AI credits.
Yes – the Professional and Agency plans include the full template system. Create, clone, edit, and set custom defaults for questionnaires, task lists, deliverables, and checklists.
The Agency plan includes white-label support. The admin portal and client-facing portal render independently from your WordPress theme – your branding, your domain, your client experience.
n8n is optional. The plugin works fully without it – document generation buttons simply won’t be active. If you want auto-generated SOWs, reports, invoices, and blueprints, you’ll need an n8n instance with the included workflow templates.
Yes. It installs as a standard plugin and doesn’t conflict with your theme. The admin dashboard and client portal both render in their own standalone shell – completely independent of your theme’s styles.
A payment gateway is optional. The plugin works without one – the Billing tab will just show status information without payment collection buttons. Stripe is the default supported gateway; enter your API keys in Settings to enable payment collection.
Ready to Replace Your Tools with One WordPress Client Portal Plugin?
Stop stitching together tools. Get the WordPress client portal plugin that handles onboarding, project management, payments, documents, and AI – all in one place on your own WordPress website.
Choose Your Plan