🔐 New Portal
Create a Client Portal
Set up a branded engagement hub for your client in under 2 minutes.
📋 Project Details
Only shown on the portal — not stored for marketing
👤 Client Info
🚀 Project
Used in the client-facing portal header
What you get
🔗
Unique client link
Share one URL — your client sees a professional, branded portal instantly
📊
Milestone tracking
Add project stages with status: pending, in progress, done
📁
File sharing
Link to proposals, contracts, scope docs, and deliverables
📋
Activity feed
Log events: proposal sent, contract signed, invoice paid
🎨
Your branding
Client sees your name, firm, and brand color — not generic styling
Your dashboard
All portals you create in this browser are accessible at your dashboard. Bookmark it.