One branded link where clients see — and pay for — everything.
- Magic-link access
- Your branding or domain
- Pay buttons for every rail
- Per-client visibility control
Everything you need, in one place
The client portal is the one branded link where everything lives — proposals to review, contracts to sign, files to download, and invoices to pay — with no password and no second login for your client.
Magic-link access
Clients open everything from one secure link; there's no password to reset.
Your branding
The portal wears your logo and colors — or runs on your own custom domain.
Everything in one view
Proposals, contracts, files, and invoices, all in a single place per client.
Pay on the spot
Pay buttons sit on every invoice for the rails you've enabled.
Always current
Clients see live status — viewed, signed, paid — with nothing to email back and forth.
Activity notifications
You're notified the moment a client opens, signs, or pays.
Up and running in three steps
Invite with a link
Send one magic link — no password to remember. It opens a portal in your branding, or on your own domain.
Everything in one place
Clients review proposals, sign contracts, download files, and see invoices without an email thread or a second login.
They pay, you're notified
Pay buttons sit on every invoice for the rails you enable, and you're notified the instant money moves.
A closer look
No logins to forget
Clients get a secure magic link by email. They land on a dashboard with their proposals to review, contracts to sign, invoices to pay, and project status.
Your brand, not ours
Your logo, your color, your business name throughout. On the Agency plan, your own domain too.
Pay where they are
Pay buttons appear for every method you've enabled — cards, bKash, UPI, PayPal — plus instructions for bank transfers.
You stay in control
Disable portal access per client or rotate the link any time. Choose exactly which areas (projects, proposals, contracts, invoices) clients can see.
Built for the way you work
Client experience
Give clients a premium, branded home instead of a tangle of email attachments.
Solo freelancers
Look like a studio with a portal on your own domain.
Repeat clients
Keep an ongoing relationship in one link they bookmark and return to.
Keep exploring
Proposals
Branded proposals your clients accept with one click.
Contracts & e-sign
Legally binding e-signatures with a court-ready audit trail.
Time tracking
One timer, synced everywhere, billed automatically.
Invoicing
From unbilled hours to money in the bank.
Tasks & projects
Plan, assign, and ship the work — without leaving the place you bill from.
Automations & goals
Let rules handle the busywork, and watch goals track themselves.
Docs & collaboration
Capture the details, review the work, and see who has capacity.
Files & deliverables
Share work on a link you control — and collect files back, without the Dropbox dance.
Expenses & retainers
Capture costs with receipts, rebill them with a markup, and watch every retainer.
Run your whole client business in one place.
Start free in two minutes — every new workspace gets a 14-day Pro trial. No credit card required.