A portal that looks like your studio
Set your logo, brand colour and header image once, then choose a sidebar or top navigation. Every client portal, sign-in page and client email follows.
Sidebar or top navigation
Pick the layout that suits how many projects your clients have. Home, Projects, Tasks, Messages and Files are always there.
Sidebar navigation
A menu on the left with the client’s projects. Good when a client works with you on several at once.
Top navigation
A header with project menus and more room for the page. Good when most clients have one project.
From the sign-in page to the inbox
Clients reach the portal at your workspace’s address and sign in on a page with your logo. The emails they get from the portal carry your logo and colour too.
- The address comes from your workspace’s Domain setting, such as marlow.upclient.app
- Clients sign in with an emailed link or a password, and you can require a password
- Client emails end with a small Powered by Upclient line
See it the way your client will
Previews are read-only: you can look around, but nothing is sent, uploaded, signed or submitted.
Preview Portal
From Settings, open the portal for your whole workspace and check your logo, colour and layout together.
View Portal as Contact
From a project’s Members tab, open the portal as one client and see exactly the tasks, files and pages they will.
Questions
What address do clients use?
Your portal lives at your workspace’s address on upclient.app, such as marlow.upclient.app. It comes from the Domain setting, which you can change in Settings.
Can each client get different branding?
No. Branding belongs to the workspace, so every client portal shows the same logo, colour, header image and layout.
Does Upclient’s name appear anywhere?
Emails sent to clients carry your logo and colour, with a small Powered by Upclient line at the bottom.
Can I make clients use a password?
Yes. Turn on Require password in the Portal settings and clients who sign in with an emailed link must set a password before they continue.
More of Upclient
All features- FormsIntake questionnaires with conditional questions
- ContractsSigned in the portal, countersigned by you
- E-signaturesA drawn or typed sign-off on any task
- File uploadsAsk for files and keep them with the project
- EmbedsBooking calendars and videos inside a task
- Portal pagesWelcome notes, briefs and timelines
- MessagesProject threads with internal replies
- Notifications and remindersYour team hears, clients get reminded
- Review and approveApprove client work or send it back
Make the portal yours
Upload your logo, pick your colour and preview it as a client.