The client portal plugin for WordPress.
Not a project management tool. Just a beautiful, simple portal for your clients, made for freelancers and agencies.
“Client Portal has been a lifesaver and the missing link for our creative agency.”
—Jennifer Ann Love
“Client Portal has been a lifesaver and the missing link for our creative agency.”
—Jennifer Ann LoveGive your clients one tidy, branded place for every file, update, and deliverable. Bring the tools you already use together in one place.
If you work with clients, you’ll love Client Portal. See why it’s perfect for*:
These are just a few of the businesses that use Client Portal. Don't see yours? If you work with clients or customers, it can work for you. See all industries.
“I love it when a client asks for a file I’ve already sent three times.” —No one, ever.
Projects can get messy.
No matter what kinds of projects you work on, if you work with clients, you know the headache of keeping track of projects and deliverables.
Most files you send will likely be emailed across. These can quickly become buried in your and your client’s inbox. Maybe you need to dig out the proposal you sent 6 months ago to check the scope, or perhaps your client needs that Google doc with the draft copy that was completed weeks ago.
Introducing…
The perfect portal for your clients
Client Portal is a super simple, lightweight WordPress plugin that you can use on your website today (no developer needed!) to allow your clients to keep track of the project and give them access to all files at any time.
No more “Can you send me our logo? I’ve lost it again!” requests.
Portals for your clients that look great, run smoothly, and professionalize your projects
Check out these sample portals to see how the magic happens.
Unlimited portals per client
Get a lot of repeat work? Nice one! You can have a different portal for every project type and your client can have as many portals as they need.
Organize your projects
Clients aren’t always the most organized – but you can be! Keep everything all invoices, receipts, paperwork, and deliverables together.
Keep clients in the loop
Let your clients know when the portal has been updated with notifications. You can also receive notifications when a client has made a change.
One place for everything
Keep deliverables, contracts, and project files organized in one portal per client.
Look professional
Impress clients with a polished, branded portal that sets you apart from the competition.
Private client access
Give each client their own secure portal with optional password protection.
Centralized deliverables
Share reports, proposals, and strategy documents in one organized, easy-to-navigate portal.
Branded client experience
Present a clean, professional portal that reflects your consulting firm’s attention to detail.
Secure document sharing
Share sensitive business documents safely with password-protected access for each client.
Keep your clients on track
Clients are busy. Give them everything they need in one, easily accessible place so they don’t lose momentum.
Be referral-worthy
Give your clients a 5-star experience with their very own portal and get those all important referrals.
Embed training videos
Embed useful training videos into your portal so you don’t need to keep rehashing the same info again and again.
Getting set up is as easy as 1, 2, 3
No experience in tech? No problem. Anyone can set up a professional portal in minutes. Here’s how it works:
Create your portal
Use a template or create your own. Tweak branding elements like colors, fonts, and logos.
Add your deliverables
Add any links, files, or information your client needs to the modules.
Give your clients access
Add your clients to their brand spanking new portal (or let them register themselves).
…now sit back and bask in your quiet inbox
Aaaahhh…
We are trusted by over 8,000 companies worldwide
We’ve received tons of love from people who use Client Portal to give their clients a professional, organized client portal:
“I finally feel like a proper agency now I have Client Portal. It’s something I’ve always wanted but I’ve never been able to find anything close to it.”
— Anthony Wallace
“I am loving Client Portal!! My clients are so impressed with how organized the content is and how easy it is to navigate. Thank you!”
— Tasha Hussey
“I came across your software and fell in love with it. It’s EXACTLY what I have been looking for.”
— AB Lieberman, CEO of Clicks Talent
“I finally feel like a proper agency now I have Client Portal. It’s something I’ve always wanted but I’ve never been able to find anything close to it.”
— Anthony Wallace
“I am loving Client Portal!! My clients are so impressed with how organized the content is and how easy it is to navigate. Thank you!”
— Tasha Hussey
“I came across your software and fell in love with it. It’s EXACTLY what I have been looking for.”
— AB Lieberman, CEO of Clicks Talent
“Your platform is dead simple, easy to customize, and beautiful on mobile. It allowed us to launch our new client dashboard 3 weeks ahead of schedule!”
— Richard Walsh
“Super stoked to be on board! I bought the unlimited site license. Gosh, I’ve been dreaming of this plugin for a loooong time. And it’s just perfect timing because I’m redoing all of my processes and websites.”
— Monnel Espiritu
“Thank for creating this tool, I think it’s about to be a game-changer for my business. I’m starting a new client project on Monday and I can already feel the impact this will have on my business and life.”
— Loma Nelson
“Your platform is dead simple, easy to customize, and beautiful on mobile. It allowed us to launch our new client dashboard 3 weeks ahead of schedule!”
— Richard Walsh
“Super stoked to be on board! I bought the unlimited site license. Gosh, I’ve been dreaming of this plugin for a loooong time. And it’s just perfect timing because I’m redoing all of my processes and websites.”
— Monnel Espiritu
“Thank for creating this tool, I think it’s about to be a game-changer for my business. I’m starting a new client project on Monday and I can already feel the impact this will have on my business and life.”
— Loma Nelson
“Client Portal is the perfect tool I’ve needed to get everything systematized for my clients and internally.”
— Evangeline Gersich
“What absolutely fantastic plugin. Simple but effective! Once I installed it and started trialing it, I was left with the ‘Why didn’t I think of this’ feeling haha!”
— Sam Sedgeman - SPS Creative
“I recently purchase Client Portal and I just wanted to say thank you. Crazy good deal and I am loving LOVING it. Great product that I am so excited to have and great customer service!”
— Katrina Upton
“Client Portal is the perfect tool I’ve needed to get everything systematized for my clients and internally.”
— Evangeline Gersich
“What absolutely fantastic plugin. Simple but effective! Once I installed it and started trialing it, I was left with the ‘Why didn’t I think of this’ feeling haha!”
— Sam Sedgeman - SPS Creative
“I recently purchase Client Portal and I just wanted to say thank you. Crazy good deal and I am loving LOVING it. Great product that I am so excited to have and great customer service!”
— Katrina Upton
Your most frequently asked questions, answered
“Will this replace my project management software?”
Client Portal doesn’t replace project management tools. It works alongside them to give your clients a better experience. Project management software is great for internal teams. But clients often find the learning curve too steep. With Client Portal, you can give your clients access to a beautiful, streamlined dashboard showing them exactly what they need to see (and nothing more).
“This sounds so good, but my site is not built on WordPress. Can I still use this?”
Because Client Portal is a WordPress plugin, you do need WordPress in order to use it. However, you can still use Client Portal by setting up WordPress on a subdomain of your website. Feel free to contact us, and we’ll be happy to walk you through it.
“What’s your refund policy?”
If Client Portal isn’t right for you, email us within 30 days of buying and we’ll refund you.
“Do I have to know how to code to use this?”
Nope. If your website uses WordPress you can use it out-of-the-box without having to dip into any code. All of the settings are easy to change, from adding a new module to changing the color of the template. Everything is designed to use for non-developers.
Impress and delight your clients with a beautiful, centralized client portal
Take the headache out of client management and get a simple way to store your deliverables on your WordPress website.
See pricing options"Client Portal is one of those products that just works. Set it up, share the link, and your clients will love you for it."
— Evangeline Gersich