Feature
Give them a login, not a wall of links
Clients do not lose your work because they are careless. They lose it because it arrived as six links in three apps over five weeks. A portal is one address that still works in November, in your business name rather than ours.
Everything about their job, in one place
Projects and progress, deliverables to view or download, handovers waiting on their approval, and invoices to read and pay. No hunting back through email for the link you sent in week two.
- Instructions pinned to the top, so the same question stops coming back
- Download deliverables, or view-only until you have been paid
- Approve a handover with their name, timestamped and recorded
- See and pay invoices without creating another account
Your branding, not ours
Your business name, your logo and your accent colour carry through the portal, the invoices and the onboarding form. To your client it reads as your business having a proper system, which is the impression you want.
One password, then it is just there
Setting up takes a click on an emailed invite and a password. After that they have an address to come back to. They can also open an invoice or sign a contract from a link without logging in at all, for the clients who will never make an account no matter what.
The rest of it
Set up your first project in about five minutes.
Add a client, break the job into tasks, and send the quote. Free, with no card and no paid tier.