Client Portal

One link. Everything your client needs.

Proposals, contracts, invoices, and projects — all in one branded portal.

AC
Alex Chen Design
Client Portal
Overview
Proposals
Contracts
Invoices
Action Items
Review proposal: Brand Identity Package
Pending
Sign contract: Service Agreement
Awaiting
Pay invoice #INV-042 — $4,500.00
Due
2
Active projects
$12,800
Total paid
5
Invoices

One shareable link

Clients access everything from a single secure link. No logins or app installs.

Always up to date

Proposals, contracts, and invoices sync automatically. Clients always see the latest.

Your brand, front and center

Portal shows your name, avatar, and company. Clients see a professional experience.

Stop sending file attachments. Give clients a place that feels like yours.

What your clients see

A clean, professional portal with everything in one place.

Proposals

Review and accept project proposals with a single click.

Contracts

Read and e-sign contracts digitally, right from the browser.

Invoices

View and pay invoices online with clear payment details.

Projects

Track project progress and milestones in real time.

Simple for you. Effortless for clients.

Zero passwords

Clients access their portal via secure token links. No accounts to create, no passwords to remember.

100% branded

Your portal, your brand. Clients see a polished, professional experience that reflects your business.

One link

Everything your client needs lives at a single URL. Proposals, contracts, invoices, and projects — all in one place.