Client portal software built for freelancers
Send quotes, collect signatures, share files, invoice clients, and manage expenses all from one secure and branded portal. Clients log in with a magic link. No passwords, no friction.
Start on the free plan with a 30-day free trial. No card needed to sign up.
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Everything your client workflow needs in one client portal app
No duct-taping tools together. No per-transaction fees. One platform, one subscription.
Quotes & Proposals
Create professional quotes with line items, expiry dates, and notes. Send them to clients and track approval in real time.
Invoicing
Create itemized invoices with payment terms and a PDF download. Mark them paid yourself when the money arrives.
E-Signatures
Clients sign quotes and documents right in the portal. Draw or type their signature. Every signing generates a tamper-proof PDF with an audit trail and SHA-256 hash.
File Management
Upload files, organise them into folders, and control exactly what each client can see. Files are scoped per project and served securely. Clients can view and download.
Branded Client Portal
Add your logo, business name, address, phone, and website. All client-facing pages like quotes, invoices, emails carry your brand, not ours.
Magic Link Client Login
Clients access their portal via a secure, time-limited link, no account or password required. Works on any device, from any email client.
Activity Log
A timestamped audit trail of every action per workspace, filterable by event type and date range. Know exactly what happened and when.
Expense & Profit Tracking
Log project expenses in any currency with exchange rates per project or per client. The profit dashboard shows actual vs. estimated revenue, net margin.
Project Pipeline
Every project has a stage pipeline. You can customize the stages on Pro Plan. A visual pipeline shows clients where things stand. Tabbed project pages unify quotes, invoices, files, expenses, and activity.
Pricing
Prices are in USD and exclude tax. Tax is added at checkout where it applies. Payments are handled by Paddle, our Merchant of Record. Cancel any time.
Billed monthly
- 1 Workspace
- 1 Project per workspace
- 10 Quotes
- 3 Invoices
- 100 MB Storage
- 10 MB Max file size
- ✓ Expense Management
- ✓ Payment Link
- ✓ Comments on Files
- ✓ File versions
- ✓ Client Engagement Tracking
- ✓ E-signature
- 5 Workspaces
- 5 Projects per workspace
- 100 Quotes
- 100 Invoices
- 1 GB Storage
- 50 MB Max file size
- ✓ Expense Management
- ✓ Payment Link
- ✓ Comments on Files
- ✓ File versions
- ✓ Client Engagement Tracking
- ✓ E-signature
- ✓ Universal E-Signature
- ✓ Branding (Logo & Colors)
- ✓ Custom expense categories
- ✓ Activity logging
- ✓ Upload your own PDFs
- 100 Workspaces
- Unlimited Projects
- Unlimited Quotes
- Unlimited Invoices
- 10 GB Storage
- 500 MB Max file size
- ✓ Expense Management
- ✓ Payment Link
- ✓ Comments on Files
- ✓ File versions
- ✓ Client Engagement Tracking
- ✓ E-signature
- ✓ Universal E-Signature
- ✓ Branding (Logo & Colors)
- ✓ Custom expense categories
- ✓ Activity logging
- ✓ Project stage management
- ✓ Auto Payment Follow-up
- ✓ Upload your own PDFs
Billed yearly
- 5 Workspaces
- 5 Projects per workspace
- 100 Quotes
- 100 Invoices
- 1 GB Storage
- 50 MB Max file size
- ✓ Expense Management
- ✓ Payment Link
- ✓ Comments on Files
- ✓ File versions
- ✓ Client Engagement Tracking
- ✓ E-signature
- ✓ Universal E-Signature
- ✓ Branding (Logo & Colors)
- ✓ Custom expense categories
- ✓ Activity logging
- ✓ Upload your own PDFs
- 100 Workspaces
- Unlimited Projects
- Unlimited Quotes
- Unlimited Invoices
- 10 GB Storage
- 500 MB Max file size
- ✓ Expense Management
- ✓ Payment Link
- ✓ Comments on Files
- ✓ File versions
- ✓ Client Engagement Tracking
- ✓ E-signature
- ✓ Universal E-Signature
- ✓ Branding (Logo & Colors)
- ✓ Custom expense categories
- ✓ Activity logging
- ✓ Project stage management
- ✓ Auto Payment Follow-up
- ✓ Upload your own PDFs
Every new account starts on the free plan with a 30-day free trial. After the trial, choose a plan within 14 days, otherwise the account and its data are deleted.
Refunds follow our Refund Policy.