Create branded portals where clients can view invoices, access documents, and track project progress—all without cluttering your inbox.
The Problem
Managing client requests via email is chaotic. Clients constantly ask for invoice copies, project updates, or document access. Your inbox becomes a filing cabinet, and important requests get buried or missed.
- Inefficient
- Time-consuming
- Error-prone
The Solution
Client Portal gives each client a secure, branded space to access everything they need—invoices, documents, and project information—24/7. No more email back-and-forth. Clients log in when convenient, you stay organized.
- Automated
- Fast
- Reliable
Key benefits
See how Client Portal transforms your workflow with these powerful advantages
Reduce email clutter
Stop sending invoice PDFs and documents via email—clients access everything in their portal
Professional brand image
Custom branding with your logo and colors reinforces your professional identity
24/7 client access
Clients check invoices and documents anytime without waiting for your response
Secure & private
Each client sees only their own data with password-protected access
Who is this for
See how different professionals use Client Portal in their daily workflow
Freelancers
Give clients 24/7 access to project invoices and deliverables without email overload
Consultants
Share proposals, contracts, and progress reports in a professional branded space
Agencies
Manage multiple client portals with custom branding for each client relationship
Service Providers
Let recurring clients check billing history and download invoices on-demand
How it works
How Client Portal works, in a few simple steps
- 01
Setup Portal
Customize your portal with logo, brand colors, and portal name in minutes
- 02
Invite Clients
Send email invitations to clients—they set their own secure password
- 03
Automatic Access
Clients automatically see their invoices and assigned documents in the portal
- 04
Stay Organized
Track client activity and manage permissions from your admin dashboard
Integrations & Compatibility
Seamless Integration
Works seamlessly with Invoice Creator—invoices automatically appear in client portals. Link portal clients to existing invoice clients for unified management.
Want the platform for your team?
Tell us who would use it and for what. We'll suggest a setup and a price.
Prefer email? vit.bilinec@moduvo.app