Last updated October 29, 2026
Section 6.4: Client Portal
A client portal is a private space where your client follows their work with you. They open it from a secure link. With Email verification on, they confirm their email with a code first. With it off, they enter their name and email. They never need an ABRAM account or a password. You choose what each client sees.
1. Plan availability
Client portals are on Pro and above.
| Plan | Client portals |
|---|---|
| Free | Not included |
| Pro | Up to 10 |
| Studio | Unlimited |
| SMB / Enterprise | Unlimited |
2. Setting up a portal
Add the client
Organization owners and admins set up clients and portals.
- Click Clients in the sidebar.
- On the Clients tab, click New client, enter the client's name, and click Create client. The portal link appears so you can copy it.
- Open the client from the list. Their page has four tabs: Overview, Materials, Access and Requests.
For the hub and the client page in full, see Section 6.8: Clients Hub and Client Health.
Share the link
On the client's Access tab:
- Portal link: click Reveal, then copy the link and send it to your client. Regenerate makes a new one, and the old one stops working. Revoke closes the portal until you click Re-enable.
- Who can open it: switch on Email verification, then list Allowed emails or Allowed domains. With both lists empty, anyone with the link can verify an email. Click Save changes after you edit this section.
- Visitors: who has opened the portal and when.
Click Preview portal at any time to see exactly what your client sees.
Link projects
On the client's Overview tab, under Linked projects, use Link a project to add each project you run for this client. A project shows in the portal only once it is linked.
3. Choosing what the client sees
Nothing is shared until you share it.
Project sections
A project owner or an organization admin opens the project, clicks Project settings, and goes to Client portal. Switch on the sections the client can see: Timeline, Run of show, Call sheets, Scheduling / stripboard and Wrap summary. Click Save changes.
The client's Run of show lists each production day with its item numbers, times to the second and hard out. Floated items are left out and the item numbers stay as they are, so you and the client quote the same numbers.
Deliverables and milestones
Each deliverable and each milestone has a Client portal section with a Visible to client switch, so you share only what is ready. It appears once the project is linked to a client. You can also show or hide deliverables and milestones for a client in one place on their Materials tab.
Requests
On the client's Requests tab, turn on Take requests from the portal and pick the Intake form they fill in. Without one, they get Basic (title and details). Portal requests are on Studio and above, and the switch turns on once your organization has at least one intake form. See Section 2.3: Custom Intake Forms.
Talking with the client
Once a portal client is linked to a project, the project gets a Client > Client discussion tab for messages with the client, apart from your team's own conversation. You need to be able to manage the project to see it.
4. What your client sees
The portal opens on their Projects, Quotes, Requests and Recent activity.
- Projects: each shared project with its overview and any sections you switched on, plus a Discussion with your team.
- Deliverables: the versions you sent. The client reviews uploaded cuts and Vimeo links with notes pinned to the exact frame, then can Request changes or Approve and sign, and Request reopen on something already approved. See Section 6.6: Portal Branding and Video Review.
- Quotes: the client reviews the line items, downloads the PDF, and accepts with Accept & sign or declines. See Section 5.6: Quotes.
- Invoices: once a quote becomes an invoice, the client clicks View & pay invoice on the quote to pay it securely through Stripe.
- Requests: if you turned requests on, the client sends a new request with your intake form and follows its status.
Anything you have not shared stays with your team.
5. Your branding
The portal carries your organization's logo on every plan. On Pro and above, your accent colour and footer text appear too. See Section 6.6: Portal Branding and Video Review.
6. Related guides
- Section 6.8: Clients Hub and Client Health: every client in one place.
- Section 6.7: Client Calls: turn a call transcript into notes and next steps.
- Section 5.6: Quotes: quotes and signatures.
- Section 2.3: Custom Intake Forms: building the form clients fill in.