Give clients simple access
Let clients sign in securely without giving them access to your full workspace.
External collaboration
Give clients a focused place to work with you.
Give clients one secure place for updates, requests, files, forms, support, signatures, and payment information.
What you can do
Ways to move work forward.
Share only what matters
Choose the updates, files, requests, forms, support activity, and signatures each client can see.
Keep your team informed
Connect client activity to the right customer, team member, and piece of work.
How it works
A clear path from start to finish.
Everyone can see what happened, who owns the next step, and what still needs attention.
- 1
Invite
Invite the client to their secure portal.
- 2
Work together
Share updates, requests, and documents in one place.
- 3
Respond
Send client requests to the right team member and keep a clear history.
Direct answers
Questions about Client Portal.
Do portal users need a workspace seat?
No. Clients can use their own focused portal without becoming full workspace members.
What can a client portal connect to?
A portal can bring together updates, requests, files, forms, tickets, signatures, payments, and customer history.
Can clients see everything in our workspace?
No. Clients only see the information and actions your team makes available in their portal.