Give clients professional access to their project documents, invoices, and updates. Impress customers, get paid faster, and eliminate "where's that document?" emails forever.
87%
Higher close rate
2 days
Average payment time
5 hrs
Saved weekly
0
Lost documents
Professional, branded portal that works on any device
Send branded portal link via email or text
No downloads, no apps - works on any device
All project docs, invoices, photos in one place
Pay invoices instantly with card or bank
Professional features that make you stand out from competitors
Share contracts, permits, drawings, and specs with one secure link
✓ No more email attachments
Clients view and pay invoices online with credit card or ACH
✓ Get paid 2x faster
Centralized messaging keeps all project discussions in one place
✓ End email chaos
Automatic notifications for new documents, messages, or changes
✓ Keep clients informed
Visual project timeline and milestone tracking for transparency
✓ Build trust with visibility
Control exactly what each client can see and download
✓ Protect sensitive data
Branded portal impresses clients from day one
87% win rate increaseOnline payments mean cash in 2 days, not 30
2x faster paymentsStop answering "where's that document?" calls
5 hours saved/weekProfessional portal helps close more deals
35% more referralsStop struggling with email. Give clients a professional experience.
| Feature | Client Portal | |
|---|---|---|
| Document Sharing | ❌ Attachments get lost | ✅ Everything organized |
| Payment Collection | ❌ Chase checks for weeks | ✅ Paid in 2 days |
| Project Updates | ❌ Buried in inbox | ✅ Clear timeline view |
| File Versions | ❌ "Which version is latest?" | ✅ Always current |
| Professional Image | ❌ Looks unorganized | ✅ Impressive & branded |
| Security | ❌ Anyone can forward | ✅ Controlled access |
Your portal handles all document types contractors need to share
Your data and your clients' data is protected with enterprise security
Military-grade security
Audited security
Always available
Granular permissions
Set up your branded client portal in 5 minutes
Free for first 3 clients • 5-minute setup