What your client sees in their portal
Share a single private link and your client gets one tidy place to see everything for their project.
The client portal is one private link that gathers everything for a project in a single, professional view, no logins, no chasing attachments across email.
What is in there
Your client sees the documents you have shared with them, their proposals, contracts, and invoices, and where each one is up to. It looks polished and on-brand, which makes you look organised without any extra effort.
You stay in control
You choose what appears. Each document has a visibility toggle, so a draft you are still working on stays hidden until you are ready. Nothing shows up in the portal unless you have shared it.
Sharing it
The portal opens from a secure link tied to the project. Share it the same way you share anything else, by email, WhatsApp, or copy-paste, and your client can come back to it any time. Client portals are part of the Essential plan and up.
Still stuck?
Can't find what you need? Start a chat and we'll help you out.
Typically replies within a few hours · Mon–Fri