NEW: Task approval workflows. Client or manager sign-off before work counts as done. See how NEW: Automations. If/then rules that assign, notify and chase for you. See how NEW: E-signatures. Route contracts through ordered signers with a full audit trail. Learn more NEW: Client portal 2.0. Action items, magic links and proofing for every client. Take a look NEW: Email-to-task, intake forms and docs. Work flows in; nothing gets lost. Read the docs
CLIENT PORTAL

Clients in the loop, out of your inbox

A branded portal where clients see progress, complete their action items and sign off, without asking you for status.

Get started. It's FREE Free forever.
No credit card.
Clients in the loop, out of your inbox

One list of what you need from them

Assign a task to a client and it lands on their action items page with an email alert. They complete it with one click; you see it instantly.

  • Your Action Items view per client
  • Approve completed work with a signature
  • Email and in-app alerts
One list of what you need from them

Passwordless by design

Generate a magic link and your client is in: personal, signed, expiring. Perfect for stakeholders who log in twice a month.

  • 7-day signed magic links
  • One click from admin panel
  • Tamper-proof by construction
V SearchFK
IN PROGRESS3
Website redesign sprintAJul 14
Client onboarding flowMJul 18
Q3 invoice batchSJul 21
DONE2
Brand asset libraryZJul 02
HR policy updateRJun 28

Feedback where it belongs

Clients pin comments on designs, approve deliverables, sign documents and pay invoices, all inside the same portal.

  • Proofing with pinned comments
  • Approve or request changes
  • Invoices and payment status
V SearchFK
QUALIFIED4
BBartholome KubAcme Studio$4,200
JJacklyn GleichnerBoyer Ltd$2,850
MMarcus DonnellyLarkin Co$7,100
OOkey BrownKreiger Group$1,940

Everything in the box

Action items
Magic links
Design proofing
E-signatures
Invoice view
Shared docs
Live progress
Support tickets
FAQS

Common questions

What do clients see in the portal?

Their projects and progress, tasks assigned to them with a complete button, invoices and payment status, documents you share, pending signatures and their support tickets. Nothing else.

Do clients need a password?

Not necessarily. Magic links are personal signed URLs that log a client straight into their portal for 7 days, with no password to create or forget.

Can clients give design feedback?

Yes. On image files, clients drop pins exactly where they want changes and can approve or request changes on the file, all recorded with who and when.

KEEP EXPLORING

More of the toolkit

START TODAY

Easier Business Management

Our experts will show you how our app can streamline your team’s work.

Free forever. No credit card.