Use cases
Example portals from web design projects, coaching programs, care plans, and more. Borrow anything that fits how you work, or import it in one click and start from there.
Get Client PortalFeatured portals
Client Onboarding
Use Client Portal to onboard every new client the same way
“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
Care Plan
Ongoing site care, in one place. Plan details, this month's report, and small changes on request.
Group Coaching
One portal for a whole cohort. Weekly calls, recordings the next day, and a worksheet between each one.
One to One Coaching
A single client's coaching, in one place. Weekly focus, session notes, and anything they send you before a call.
You don't have to build these from scratch
Wherever you see a ✨ Template available badge, that portal can be imported into Client Portal in one click and made your own. The structure is already there, so you're only changing the parts that are yours.
More ways to use it
Online Course
Release a course module by module. Recordings, worksheets, and a place for students to hand in work.
Paid Discovery
Use Client Portal to offer a productized, paid discovery service to your clients
“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
School and Parent
Give parents a place to find key information about your school for their enrolled children
“What a 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.”
—Sam Sedgeman
Digital Shop
See how you can sell digital products with Client Portal
“I've been using Client Portal with my clients for a while now, and I LOVE it. My clients frequently tell me how much they love having their own portal.”
—Tris Moon
Custom Furniture
Design and sell custom furniture with Client Portal
Content Marketing
Offer blog ghostwriting, SEO, and marketing services to your clients
Accounting
Give your accounting clients a single place to upload documents, track deadlines, and access their completed returns
“I started setting up my first portal and I have to say: wow. This is so cool. And that front end looks SO professional. You made a very cool thing.”
—Alli Blum
Want your own? Give your clients a beautiful, branded portal
A simple way to store your deliverables on your WordPress website and keep client work in one tidy place.
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