Client Portal

The perfect client portal for freelancers

Look professional with a tidy, branded portal for every client. Their files, updates and deliverables live in one place on your WordPress site — so you stop resending the same links.

yoursite.com/portal/care-plan

Care plan portal screenshot for freelancers

Scroll to see the full portal.

What’s in a freelance client portal

Most freelancers run a similar arc from kickoff to handover. Here’s a simple structure you can reuse.

  1. Kickoff

    • Welcome note
    • How we work
    • Signed agreement
    • Intake form
  2. Assets

    • Brand files
    • Content uploads
    • Shared docs
  3. Work in progress

    • Drafts
    • Prototypes
    • Feedback
  4. Delivery

    • Final files
    • Handover notes
    • Invoice link
  5. Ongoing

    • Care plan updates
    • Support form
    • Renewal dates

You’re the brand — the portal should feel like it

As a freelancer you wear every hat. Clients still expect a polished experience.

Email threads and Drive links work until they don’t. Then you’re digging for the logo pack you sent three weeks ago.

Client Portal gives each client one place on your site. You look organised. They stop asking where things are.

Before / after · Scattered links → one freelancer portal

One portal per client, on your domain

Client Portal is a WordPress plugin. Portals live on your site, with your branding.

Keep whatever tools you already use for the work. The portal is just the bit your clients see.

Reuse the same structure for every new client so you’re not rebuilding from scratch.

How it works

  1. Start from a template.Onboarding and project layouts get you moving in minutes.

  2. Add your links and files.Forms, docs, drafts and booking links stay where they are.

  3. Invite the client.One link. Same place next month.

  4. Duplicate for the next job.Save your setup as a template and reuse it.

“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

Features freelancers use most

  • Your brand, your domain

    Portals look like part of your business — not a third-party app.

  • Private files

    Client files stay out of the WordPress media library.

  • Templates

    Build once, reuse for every new client.

  • Notifications

    Know when clients upload or leave a comment.

  • Multiple portals per client

    A project portal and a care plan can sit side by side.

  • Works with your tools

    Embed forms, docs and booking links you already use.

Freelancer portal
Clients find everything under your brand name.

What freelancers say about Client Portal

Hannah Beasley

I’m a graphic designer and developer with my own business, and Client Portal has been such a huge help. Each client has totally loved using it, and it’s made things so much easier for them and for me!

–Hannah Beasley

Rob Marlbrough

I finally purchased it, and within days of using it, I had a few project templates created, went live with it, and clients absolutely love it.

–Rob Marlbrough

Natalia from Green Studio

I am so glad I found your product and that it is very flexible ❤️ It will help me as a small freelancer, then agency and possibly selling online courses in the future without spending a lot of money on other platforms. Thanks for developing this!

–Natalia from Green Studio

Templates you can use today

Import a ready-made portal, swap in your links and branding, and send it to your next client.

Client Onboarding portal screenshot
✨ Template available

Client Onboarding

Use Client Portal to onboard every new client the same way

Website Design portal screenshot
✨ Template available

Website Design

Use Client Portal for a website design project

Care Plan portal screenshot
✨ Template available

Care Plan

Ongoing site care, in one place. Plan details, this month's report, and small changes on request.

Is Client Portal right for freelancers?

It’s a good fit if:

  • Your site runs on WordPress
  • You want clients to have one place for files and updates
  • You’d rather keep your existing tools than move into an all-in-one platform

It’s probably not the right fit if:

  • You want proposals, invoicing and e-signatures in the same product. An all-in-one suite may suit you better.
  • You’re not on WordPress.
Get Client Portal

$199 a year · 30-day money-back guarantee

“I now know where everything is and feel so much more in control. Using Client Portal made me feel like I could finally call myself a professional.”
Marci Kobayashi

Frequently asked questions

“I’m solo — is this overkill?”

No. Freelancers are a big part of who we built it for. One portal per client is often enough to stop the “can you resend that?” emails.

“Does it replace my project management tool?”

No. Keep Asana, Trello or Notion for your work. Client Portal is the tidy client-facing layer.

“How much does it cost?”

$199 a year for one site, with a 30-day money-back guarantee. There’s no higher tier.

Give every client a portal that makes you look organised

Client Portal is $199 a year for one site, with unlimited portals and clients. There’s no higher tier. 30-day money-back guarantee.

Get Client Portal