About Client Portals

Client Portals give you a dedicated space for each client engagement — a private channel for communication, deliverables, and ongoing service that keeps everything organized and professional.

One place per client

Stop juggling email threads and shared drives. A Client Portal centralizes your communication with each client so nothing falls through the cracks and everything is easy to find.

Professional communication

Send updates, share progress reports, and coordinate with your client through built-in email. Messages are archived automatically, so you always have a record of what was discussed.

Organize your team

Use segments to separate your internal team from client contacts, or group people by role. Send targeted updates to just the people who need them.

Private by default

Client Portals are naturally private — only people you invite can see the group or its contents. Your client relationships stay confidential.

Match your brand

Call yourself Account Manager, Advisor, or Consultant. Call clients Partners, Stakeholders, or Members. Add your logo and description to make the portal feel like a natural extension of your service.

Who uses Client Portals?

Consultants, agencies, financial advisors, law firms, managed service providers, and any professional who manages ongoing client relationships.