Client portal
One link for everything your client needs.
Clients follow progress, approve work, sign agreements, pay invoices and raise tickets in a portal with your logo and colors. They sign in with a code, so there’s no password to forget.
Free during early access · We reply within 2 working days
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Passwordless sign-in
A sign-in link and a 6-digit code by email, valid once for 15 minutes.
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Your brand, not ours
Your name, logo and colors on the portal, its sign-in page and its emails.
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Approvals in one place
Clients approve deliverables or request changes, with comments and voice notes.
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Sign and accept
Proposals and agreements are accepted and signed right in the portal.
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Invoices and receipts
Outstanding and overdue at a glance, bank transfer details and receipts.
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Private by design
Internal tasks, notes, budgets and drafts never reach the portal.
Approvals
Feedback and sign-off without the email chain
Share a design, prototype, file or link as a deliverable, and the client is emailed a Review it button. They comment, record a voice note, approve or request changes, and your team is notified of each step.
- Figma, PDF, video and file deliverables
- Voice notes up to 5 minutes
- Approval rights you choose per person
Billing
Proposals, agreements and invoices, all in reach
Billing people at the client see their invoices by engagement, plus proposals, agreements and hours reports to view or download. They pick add-ons and packages, comment on any section, sign, and report a bank transfer when they’ve paid.
- Billing access only for those you allow
- Signed PDFs and signature certificates
- Hours reports for support plans
Support & meetings
Tickets and meetings, raised from the portal
Anyone at the client can open a ticket with files attached, and see your replies but never your internal notes. Coming up shows meetings, milestones and due dates for the next 60 days, and clients can request a meeting with times that suit them.
- Going, Maybe or Can’t go on invites
- Up to three suggested meeting times
- Add to their own calendar app
How it works
Up and running in minutes.
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1
Brand it
Set your name, logo and colors once in Company & brand.
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2
Invite client people
Add each person as an Admin or a Member, with the projects they should see.
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3
Share the work
Send deliverables, proposals, agreements and invoices as you go.
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4
Let clients act
They approve, sign, pay, raise tickets and request meetings themselves.
Questions about client portal
Do my clients need a password?
No. They enter their work email and get a sign-in link and a 6-digit code. Each works once and expires after 15 minutes.
Can I control what each client person sees?
Yes. Admins see every project of their company. Members see only the projects you tick, with approval and billing rights you turn on.
Can clients pay invoices by card in the portal?
Not yet. Clients see your bank transfer details and the invoice reference, then tell you they’ve sent the payment. You record it and a receipt goes out.
What do clients never see?
Other clients, unshared projects, your internal tasks and notes, budgets and costs, your team’s calendar and any drafts.
Can clients manage their own team?
Yes. Client admins can invite colleagues, set their projects and rights, and remove them. You see everyone they add.
Step-by-step guides: the help centre.
Works hand in hand with
Bring your team
into one place.
Free during early access · We reply within 2 working days