A branded portal where clients access proposals, invoices, questionnaires, receipts, and message history — all through a single link. No accounts, no passwords, no friction.
Everything you need, nothing you don't.
No passwords, no accounts. Every email you send includes a portal link. Clients click it and see all their documents. Same technology Stripe uses for their customer portal.
Unsigned agreements, unpaid invoices, and pending questionnaires appear at the top. Clients see what needs attention immediately — no searching through emails.
Proposals, invoices, receipts, and agreements — grouped by type, sorted by date. Each document links to its full view for signing, paying, or reviewing.
Clients can see the full conversation history — every message exchanged, in chronological order. No more "I can't find that email you sent."
The portal displays your logo and business name. It feels like your own client-facing app, not a third-party tool. Clients see your brand, not ours.
The portal link is in every notification email — proposal sent, invoice due, questionnaire ready. Clients always have a way back to their documents.
See how your industry uses this feature day-to-day.
No. The portal is accessed via a unique link included in every email. No passwords, no sign-up forms. Click the link, see everything.
No. Only documents that have been sent appear in the portal. Drafts are invisible to clients until you explicitly send them.
Yes. Each client has a unique 64-character cryptographic token. The link is shared privately via email — equivalent to the security model used by Stripe, DocuSign, and similar platforms.
The portal automatically shows all sent documents for the client. Action-needed items (unsigned, unpaid) are highlighted at the top. Document visibility is controlled by your send actions — if you haven't sent it, the client doesn't see it.
Yes. The portal is fully responsive and works on any device. Clients can view documents, sign agreements, and pay invoices from their phone.
