Section 6.4: Client Portal

The Client Portal gives your own clients a private space to follow along on their work with you — without handing them a full account or login. You control exactly what each client can see, and they access everything through a secure link, no password required.

This guide covers both sides of the experience: how producers set portals up, and what a client actually sees once they're in.

1. Plan Availability

Client portals require a Pro plan or higher. How many clients you can give a portal to depends on your plan:

If you're on Free, move to Pro or above to unlock client portals.

2. Setting Up Portals (For Producers)

Managing Clients

Client portals are managed from the top-level Clients hub. From here, you can add a new client and issue them a private portal.

• Add a client: Create a client record to start tracking their information.
• Issue a portal: Once a client is added, generate their portal access. Clients get in through a secure magic link — there's no password or account for them to set up on their end.

Controlling What Each Client Sees

For every client, you can configure:

• Portal Requests: Turn this on or off to control whether the client can submit new project requests through their portal.
• Intake form: Assign which of your custom intake forms the client sees when they submit a request. If you haven't set one up, they'll see a simple "Basic request" fallback form instead.
• Visibility: Control what information and project access the client has overall.

For more on building custom intake forms, see Section 2.3: Custom Intake Forms.

Sharing a Project With a Client

Portal visibility is also managed at the project level. On a project, you choose which sections and items are visible to the linked portal client — for example, specific deliverables and milestones each have their own portal-visibility toggle, so you can share only what's ready for client eyes.

Once a client portal is linked to a project, a Client Discussion tab appears on that project. This gives you a dedicated space to message with the client directly, separate from your internal team conversations.

3. What Your Client Sees

When a client opens their portal link for the first time, they'll be asked to verify their email. After that, they land in their own portal view, where they can:

• View shared projects: See the projects you've shared with them, and follow an activity feed of updates.
• Review deliverables: Open deliverables you've shared, review them, and leave comments and feedback directly.
• Respond to quotes: Accept or decline quotes you've sent them. For more on how quotes and invoicing work, see Section 5.2: Invoicing and Payouts.
• Pay invoices: Pay invoices through the portal, processed securely via Stripe.
• Submit new requests: If you've turned on Portal Requests, the client can submit a new project request using the intake form you assigned to them (or the Basic request fallback).

The client only ever sees what you've explicitly shared — projects, deliverables, and milestones you haven't marked as portal-visible stay private to your internal team.

4. Related Guides

• Section 2.3: Custom Intake Forms — building and assigning intake forms
• Section 5.2: Invoicing and Payouts — quotes, invoices, and payments
• Section 3.2: Work Packages & Milestones — deliverables, work orders, and payment milestones