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Client portal

What your clients see, and how they approve, sign, pay and meet.

  1. What is the client portal

    Understand what your clients can see and do in their portal, how they sign in, and what always stays private.

  2. Invite client people

    Give people at your client access to their portal, choose what each of them can see and do, and remove access when it's no longer needed.

  3. Share work for approval

    Send designs, files and links to your client for review, and collect their comments, voice notes and approval in one place.

  4. Agreements, invoices and tickets in the portal

    Know what your client's billing people see in the portal, how they sign, accept and pay, and how anyone at the client raises a ticket.

  5. Meetings and calendar in the portal

    Invite client people to your events, see how they answer in the portal, and schedule the meetings they ask for.