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 view, with no logins and no chasing attachments across email.
Turn it on and share it
Open the project and use the Client Portal button. Switch sharing on, then Preview to see exactly what your client will see, and Copy link to send it. Share that link however you like, by email, WhatsApp, or paste, and your client can return to it any time.
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.
You choose what appears
Each document has a Share with client / Unshare with client option in its menu, so a draft you are still working on stays hidden until you are ready. Nothing shows in the portal unless you have shared it. Client portals are part of the Essential plan and up.
Still stuck?
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