A branded portal where clients access proposals, agreements, invoices, receipts, and message history — all through a single link. No accounts, no passwords, no friction.
The depth you need, none of the noise you don't.
No passwords, no accounts. Copy a client’s portal link in one click — and the same link rides along in the emails you send. Clients click and see all their documents. Same technology Stripe uses for their customer portal.
Unsigned agreements, unpaid invoices, and documents to complete appear at the top. Clients see what needs attention immediately — no searching through emails.
Proposals, agreements, invoices, and receipts — grouped by type, sorted by date. Each document links to its full view for signing, paying, completing, or reviewing.
Clients can see the full conversation history — every message exchanged, in chronological order. No more "I can't find that email you sent."
The portal displays your logo and business name. It feels like your own client-facing app, not a third-party tool. Clients see your brand, not ours.
Grab a client’s portal link any time from their contact card, and it travels in your notification emails too — agreement sent, invoice due, document ready. Clients always have a way back to their documents.
See how your industry uses this feature day-to-day.
No. The portal is accessed via a unique link — copy it from the client’s contact card or let it travel in the emails you send. No passwords, no sign-up forms. Click the link, see everything.
No. Only documents that have been sent appear in the portal. Drafts are invisible to clients until you explicitly send them.
Yes. Each client has a unique 64-character cryptographic token, and you can rotate it any time to instantly revoke an old link. The link is shared privately via email — equivalent to the security model used by Stripe, DocuSign, and similar platforms.
The portal automatically shows all sent documents for the client. Action-needed items (unsigned, unpaid, incomplete) are highlighted at the top. Document visibility is controlled by your send actions — if you haven't sent it, the client doesn't see it.
Yes. The portal is fully responsive and works on any device. Clients can view documents, sign agreements, complete forms, and pay invoices from their phone.
