Do my clients need a password to log into the portal?

No. The client portal uses magic-link access, so there are no passwords to set, remember, or reset. Your client enters their email, receives a secure sign-in link, and clicks it to land straight in their portal.

This matters because passwords are the number-one reason clients stall. The person approving your proposal often isn't technical, and a forgotten password is enough to delay a signature for days. A link in their inbox removes that friction entirely while keeping access tied to an email address you control.