Manage every client.
Keep the work together.
Sell your services and manage the projects, conversations, files, and invoices that follow. Give each client a branded portal to purchase an offer, find their work, and complete the next action.
Explore your client workspace.
Look around the client workspace, from the first task to the paid invoice.
Good to see you, Acme & Co.
Everything you need, right here.
Good work, in motion.
To do 2
In progress 2
Done 1
One conversation. All the context.
Absolutely. I’ve added it to your project.
You’ll find the new version right here.
The right file. The right client.
Brand identity
Shared with Acme & Co.The work. The details. The payment.
Invoice #1048
Prepared for Acme & Co.
A quick check-in. A clear next step.
A portal that feels like you.
Set your agency’s branding or give an individual client their own logo, colors, background, and fonts. Keep their work, messages, files, and invoices in a familiar space.
Turn the plan into progress.
Organize projects, assign tasks, and track milestones. Attach a flow to a client task so completing the flow can complete the task too.
Conversations with their context.
Keep client messages, group conversations, attachments, and work references together. Bring imported meeting notes into the conversation so decisions stay easy to find.
Files that stay with the relationship.
Collect uploads, share links, and organize deliverables by client. Review a website, document, or video without losing track of which version people are talking about.
Sell the service. Keep billing connected.
Publish packaged services with one-time or recurring billing. Create invoices, record payments, and connect payment options, all alongside the client’s work.
Make ongoing work feel organized.
Use services, delivery plans, recurring tasks, and questionnaire check-ins for relationships that continue after the first project. Earlier responses remain part of the history.
Explore the individual features.
Fewer “where is it?” messages.
Give clients a familiar place to find the work, join a conversation, review a file, and check an invoice.
Manage ongoing work, from start to finishWhat does my client see?+
The client portal contains the projects, files, messages, invoices, and next steps shared with that client. Your team manages the relationship from the agency workspace.
Can each client have their own branding?+
Yes. Use your agency branding by default, or save an individual client’s logo, colors, background, and fonts.
Can a task include a questionnaire?+
Yes. Attach a flow to a client task. Completing that flow can complete the task, keeping the request and the project connected.
Can we have group conversations?+
Yes. Keep client and team conversations, attachments, and imported meeting notes together, with the participants involved in the work.
Does the portal include invoices and payments?+
Yes. Create invoices, record payments, and make payment options available with the client’s work. Connected payment services have their own requirements and processing fees.
Can I sell packaged services?+
Yes. Create an offer with its price and included features, then make it available to all clients or selected clients. Use one-time or recurring billing and attach a delivery template or playbook so the purchase can lead into the work.
How many client portals are included?+
Professional includes 15 active client portals. Agency includes unlimited active client portals. The pricing page compares the other limits and included features.
