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Client portals

Your team has its workspace. Your clients have their portal. A dedicated page for each client — progress, documents, messages and requests — with an emailed sign-in link instead of another account.

See what connects

Your side

Run the portal from the client record

Portal
Harbour Finance
Progress
Published
Visible to client
4 tasks · 3 files
Sign-in link
Active
Preview as client

Their side

What Harbour Finance sees

Website redesign
In progress
Progress
60%
Brand guidelines.pdf
New version

Sign in by email

A link in their inbox. No password, no account to manage.

See progress and updates

The tasks and milestones you choose to show, and the updates you post.

Share documents both ways

Download what you share, upload what you ask for. Versions are kept.

Message and answer requests

A thread with your team — you reply from your inbox — and checklists to complete.

Messages come to your inbox

Their questions sit with the rest of your mail.

When a client writes in their portal it lands in your inbox like any other message, and your reply appears in their thread. Uploads and answered checklists land on the client record.

Your workspace

Inbox
Portal
Sarah Chen
Portal · Needs reply
logo-files.zip
Uploaded to documents
Reply

How it works

From your client record to their portal.

Visible to client
You choose
Brand guidelines.pdf
Kick-off notes
Internal estimate

Choose what they see

Tasks and files stay private unless you make them visible. Post updates and publish progress when you are ready.

Preview
As Harbour Finance
Looks right
Invite the client

Preview it as the client

See exactly what they will see before you invite them. Your workspace name and logo are on it.

Invite
Harbour Finance
Sarah Chen
Sign-in link sent
Resend link

Invite from the client record

Every portal belongs to a client in Client Services. Invite, resend or revoke the link from there.

A few things about portals

No. They get an emailed sign-in link. The link is good for 30 minutes, and once they are in, the session lasts seven days.

Both. Client portals are part of Client Services, which is included with Pro and Team.

No. Only the tasks, files and updates you choose to make visible.

It carries your workspace name and logo. A custom domain is not available yet.

Yes. They can upload documents, answer requests and checklists, and message your team. You reply from your inbox.

Yes. Revoke the link at any time, or rotate it to send a fresh one.