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Client portal

Stop emailing PDFs. Give clients one link to everything.

Clients sign in with a magic link and see their open invoices, shared documents, project status and requests in one place. It all comes from the records your team already works in, so it stays current.

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Available on Solo and above, with extra client users available as an add-on.

Animated illustration with sample data.What the animation shows:
  1. On their phone, the client opens the Fernhill Studio client portal, where "Waiting on you" lists the "Statement of work: Brand refresh" approval.
  2. They open Approvals, choose Approve, add a note and confirm.
  3. The portal confirms the approval and the item leaves the pending list.
  4. On the desktop, the contract's approval step shows Approved with the client's note.

The problem

Sound familiar?

How it works

How clients use it

  1. 1

    Invite the client

    Add client contacts as portal users. They sign in with a magic link sent to their email, with no password to remember.

  2. 2

    Share the work

    Invoices, documents and project status appear from the same records your team uses every day.

  3. 3

    Take requests

    Clients raise requests and reply to service cases from the portal, so the conversation stays on the record.

  4. 4

    Approve and sign

    Clients review approvals and sign contracts you send through the portal.

In the app

The real screen

Captured from a demo workspace, not a mock-up.

The client portal a customer sees, branded for the agency, with project workspaces, pending approvals and requests
  1. Project workspaces
  2. Pending approvals
  3. Requests and history

What you get

Magic-link sign-in
Clients get a sign-in link by email. No passwords to reset and no accounts for you to manage by hand.
Invoices and PDFs
Clients see their invoices and download the PDFs. With Pay online turned on, the invoice link and email let them pay by card or bank debit.
Requests and case replies
Requests and service case replies from the portal land on the client's record, where your team already works.
Knowledge base
With the service desk on Team and above, publish knowledge base articles clients can read in the portal.
Preview before clients see it
Preview the portal and knowledge base articles as a client will see them before anything goes live.
No seat cost for clients
Portal users never take a paid seat. Solo includes 10 client users, Team 100 and Business 1,000.

Read the documentation

Works with

Used by: agencies, creative studios, event planners

Compare: vs HoneyBook, vs Dubsado, vs Productive, vs Pipedrive

Client portal: questions

Something else? Ask us.

  • Can clients pay invoices online?

    Yes, when you connect your own Stripe account and turn on Pay online. Clients pay from the invoice link or the invoice email, and the payment is recorded on the invoice. In the portal they can view and download every invoice.

  • Do client users count as paid seats?

    No. Client portal users never take a paid seat. Each plan includes a number of client users, and you can add more in packs of 100.

  • Do clients need a password?

    No. Clients sign in with a magic link sent to their email address.

  • Can I check what a client will see?

    Yes. Preview the client portal and knowledge base articles before clients see them.

Run your next client project in SparkDesk.

Start a 14-day free trial of any paid plan. No card needed, and you can drop to the Free plan at any time.

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