One place where your client knows what to do next
Each project gets a portal in your brand. Clients open it, see their tasks in order, and finish them without a single back-and-forth email.
Five kinds of task a client can complete
A task can ask for one thing or several. It is done when the client has finished every part.
Form
Intake questions, with fields that appear only when they apply.
File upload
Ask for specific files and set how many you need.
Signature
A drawn or typed sign-off on a deliverable.
Contract
A full agreement, signed by the client and countersigned by you.
Embed
A booking page, a video or any tool that can be embedded.
It looks like yours
Set your logo, brand colour and header image once. Choose a sidebar or top navigation. Every client portal uses them.
The portal lives on a subdomain named after your workspace.
Built for clients who are busy
Preview as a client
Open the portal as a specific contact and see exactly what they will see before you invite them.
Several contacts per project
Invite everyone on the client side who needs to act. Each person has their own sign-in.
Link or password
Clients sign in from an emailed link, or set a password if they prefer.
Messages and files
Clients reply in the project thread and find every shared file in one place.
Project pages
A welcome note, a timeline or a resource list, published to the portal.
Reminders
Clients get an email reminder before a task is due, so you do not have to chase.
Invite your first client
Set up your branding, pick a template and send the link.