Present like an established firm. Give each client one branded link for updates, deliverables, signed agreements, and invoices — no logins, no friction.
Instant credibility
A branded portal makes a solo consultant look like a firm — the client experience does the selling.
A single source of truth
Updates, files, and decisions live in one link both sides can reference, instead of scattered across inboxes.
Sign and get paid in one place
E-sign the engagement letter and pay the invoice from the same portal — no DocuSign, no separate payment link.
Yes — e-sign the engagement letter and pay the invoice from the same branded portal link, with no separate DocuSign or payment tool needed.
No. Each client gets one branded link — there's no account to create and no password to remember. Optional client login exists for buyers who want to track multiple agencies in one place, but it's never required.
Yes — the Free plan includes one client portal at no cost, so you can try it on a real client before upgrading. Starter ($29/mo) supports 5 portals; Pro ($79/mo) is unlimited.
Free to start — one branded link, no client login, set up in 30 seconds.
Start for free