The Client Portal
The Client Portal gives your clients a branded, secure view of their projects, deliverables, invoices and messages — without another SaaS login for them.
What The Client Portal does
- Branded per-client portal
- Project status and deliverables visible to client
- Invoice history and payment status
- Secure file exchange
- Client messaging thread
Common use cases
- Agencies giving clients a self-serve view of active work
- Consultants sharing deliverables and getting sign-off
- Studios collecting client feedback in one place
Integrates with
- The Projects (client-visible projects)
- The Invoices (payment history)
- The Drive (shared files)
- The Brand (portal branding)
Frequently asked
Do clients need a Company OS account?
No — they sign in with a magic link scoped to their portal.
Can I white-label the portal?
Yes, logo, colours and custom domain via The Brand.
Related reading
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