Business
Controlled visibility, branded as your firm, without exposing internal operations.
Customer
Their work, updates, deliverables, requests and next actions in one place.
The client portal answers the questions clients would otherwise email you: where the work stands, who has it right now, what is happening today, and what comes next — read straight from the work your team is doing.
It carries your logo and colors, not ours.
Live tracking
The same tracker your team uses, filtered to what the client should see.
Two-way messaging
Threads with the assigned team, file requests, and uploads.
Order more work
Clients browse your service menu and buy add-ons without a phone call.
What's included
- White-label branding
- Live phase and task visibility
- Secure file upload and document library
- Invoices and payment history
- Service ordering
Questions
- Do portal users cost extra?
- No. Client portal invites are unlimited and do not consume firm seats.