Client portal
Give clients a professional place to work with you.
One clean portal where clients review proposals, sign contracts, upload files, check project progress, and pay invoices, instead of digging back through an email thread to find the current version.
Start freeWhat the client portal does
A client portal is one link per client that holds everything they need from you, so approvals and payments stop living in an inbox.
One place for clients
Proposals, contracts, files, project status, and invoices sit behind one link you send once.
Fewer email threads
Stop hunting through inboxes. Approvals, files, and payments live in one shared place.
Faster approvals
Clients approve proposals and sign contracts online, so work starts sooner.
Clear project visibility
Clients check progress themselves, and you control what the portal publishes to them.
Easier payments
Clients view and pay invoices in the portal, so you get paid with less chasing.
Shared files
Clients upload what you need and find deliverables in one organised place.
Client portal questions
What people ask before giving clients a portal instead of an email thread.
Do my clients need an account to use the portal?
No. The portal is reached by a link. A client opens it to review a proposal, sign a contract, look at files and project status, and pay an invoice. You do not administer logins for them.
What can a client see in the portal?
What you publish to it: proposals, contracts, shared files, project status, and invoices. Your internal notes on the client record, your time entries, and your rates are part of the workspace, not the client's view.
How is a client portal different from emailing a PDF?
An email thread has no current version. The recipient scrolls for the latest attachment, and the approval sits in a reply you have to find again months later. A portal holds one current version of each document and records the approval against the client, so it stays findable.
Can clients pay an invoice from the portal?
Yes. An invoice published to the portal can be viewed and paid there, which is usually faster than a client moving money after digging an attachment out of an inbox.
Can a client upload files to me?
Yes. Clients can upload what you asked them for and find the deliverables you shared, in the same place as the rest of the engagement.
Give every client a portal.
Look more professional and spend less time on back-and-forth. Start free.
Start free