The client portal link

Every client has a single branded portal, one link that is their home for everything you share with them.

Find the link#

1. Go to Clients and open the client.
2. Look for the Client portal card on their page.
3. Copy the link to send it to your client, or click Open portal to see exactly what your client sees.

Existing clients already have a link; new clients get one automatically. Your client does not need to create an account or remember a password, they just open the link.

What is behind the link#

The portal stays organized as things pile up:

1. A Needs your attention section at the top shows what the client must act on now: invoices to pay, proposals to review, contracts to sign.
2. Their active projects come next, with progress and milestones.
3. A collapsed History holds finished items (paid invoices, signed contracts, and so on), so a year of invoices does not become an endless scroll.

Individual links still work#

Each proposal, contract, invoice, and project also has its own direct link, handy for "pay this exact invoice" moments. Everything uses your brand from Settings, Brand.

Related: What clients see · Add and edit clients