Client portal

A live window into your work. No login required.

Every client gets a URL that shows their project progress, documents, and invoices — and lets them approve scope changes without creating an account.

0 accounts
Clients never sign up
White-label
Your domain, your branding on Pro
Password-gated
Optional server-side protection
Capabilities

What it does

  • Live progress bar, milestone log, and latest status update
  • Scope change requests with approve / decline and comment
  • Invoice list with a direct pay-by-link for each
  • Shareable weekly status report with your commentary
  • Optional password set on the server, never the client
  • View events logged server-side so you know when they looked
How access works
  1. 1
    Token as credential

    The portal URL contains an opaque random token. Knowing the URL is the credential — nothing else to manage.

  2. 2
    Server-side stripping

    The API returns only that one client's slice. No other clients, no your rates, no private notes, no internal fields.

  3. 3
    Password protection

    Tick "password-protect" in Client settings and set a passphrase. The gate is enforced server-side, not in the UI.

Know when you’re free next.

Free forever for 2 projects and 2 clients. No credit card, no trial clock.