Add a contact to a client and send the invite by email. They choose a password, or ask for a magic link that works for 15 minutes. There's nothing to install, and they only ever see the work you share with that client.
The portal opens on a home view of what's in progress and what's waiting on them. Shared projects show where things stand, and to-dos sit with the person who owns them. Files you share are there to download, and anything they upload lands with you.
When a proposal is ready, it's waiting in the portal. Your client picks a package, adds any extras, then accepts, declines or asks for changes. Contracts work the same way: they read it, sign it, and keep the signed PDF.
Every invoice you send shows up in the portal too. Clients can view it and download the PDF, so nobody digs through email for last month's copy. Once you connect your Stripe account, they can pay an open invoice by card right there, and the portal shows it as paid.
Each client gets message threads with your studio, kept next to the work they're about. When they'd rather talk it through, they can request a meeting from the same place. The whole portal wears your studio's accent colour, so it feels like yours.
Put the contact on the client they belong to. They only ever see that client's work.
They get an email to set a password, or ask for a magic link that works for 15 minutes.
Projects, files, proposals, contracts and invoices you share appear in their portal.
Your client steps in at four stops. They review the proposal, sign the contract, follow the project and open the invoice. Each one is the same record you work from, so nothing is copied across.
Leads, follow-ups and client profiles in one pipeline.
A one-tap timer that feeds your invoices.
Numbered invoices, reminders and online card payments.
Packages clients pick, contracts they sign.
Free tools
A clean, copy-ready proposal outline that reads like a letter and closes like a contract.
Free tool →Freelance contract templateA plain-language contract with the clauses that actually protect independent work.
Free tool →Scope-of-work builderTurn a loose brief into a tidy deliverables list you can paste straight into any proposal.
Free tool →Time-zone meeting plannerFind a call time that isn't 6am for someone. Overlap working hours across up to four zones.
Free tool →From the blog
Client relationshipsThe kickoff call checklist for every new clientThe questions, files and decisions we cover in the first call, so week one starts calm.Product notesFrom lead to contract in one calm thread: a tour of the handoffHow one inquiry becomes a signed agreement without a single copied email.