Client Portal

Client Portal is a super simple, lightweight WordPress plugin to keep your client deliverables in one place and gives your customers a professional, organized client portal.

Customize Client Portal to match your brand and the way you work

Client Portal looks great out of the box. But you can customize the portal to match your branding and make it fit into your business seamlessly.

• Custom branding

  Brand your portals to match either your or your clients’ websites. Change colours and fonts easily.

• Flexible modules

  Each module can either link to a URL, open a content page, host files, or allow clients to upload files.

• Public and private portals

  By default all portals are private. But if you want some that can be accessed by anyone, easily create a public portal.

• Completely whitelabel

  Easily remove Client Portal branding and replace with your own. Nobody will know you didn’t build this yourself.

Keep yourself and your clients in the loop with notifications

Don’t miss a thing with our notifications feature. You have full control over if, when, and how you and your clients will be notified when changes are made to their portals.

• Admin notifications

  Get an email notification when a client completes a task, uploads a file, or makes a change to their portals.

• Client notifications

  Send your client notifications when changes have been made to their portals.

• Daily or weekly digests

  Prevent inbox overwhelm by sending notifications in real time or saving them up into daily or weekly digests.

• Customizable settings

  Change notification settings so you and your clients only get the notifications you need – and nothing more.

Compatible with the tools you already use, from spreadsheets videos, forms, and more

Our content pages allow you to embed almost anything into a Client Portal page. That means you can use the software you already love, and keep it together in Client Portal.

• Forms

  Compatible with all WordPress form plugins. You can also use third-party forms that have an embed option.

• WooCommerce

  Sell portal access directly on your website with our WooCommerce integration.

• Calendar

  Embed a read-only google calendar into a content page. Or use a tool like Calendly to link to your calendar.

• Themes

  Client Portal works with any WordPress theme whether it’s custom built or off the shelf.

• Google sheets

  Embed google sheets into content pages so your clients can view and edit them directly from the portal.

• Videos

  Host your videos on your platform of choice (YouTube, Vimeo, etc.) and embed them in Client Portal.

• Trello

  Embed read-only Trello boards into Client Portal, or link to them with a URL for clients to edit.

• Live chat

  Put any live chat widget (Drift, Intercom, etc.) on portal pages to chat with your clients in the portal.

Keep your portals, files, and users totally secure

We add extra layers of security onto Client Portal to ensure that your portals are only seen by the people you choose.

• Private portals

  Only clients who have been added to a portal can get access after they enter their login information.

• Private file uploads

  Securely upload your files to your portal. All files are kept private and away from WordPress’s media library.

• ReCaptcha

  Prevent bots and spam accounts from registering or attempting to login to your portals.

• Passwords

  Allow your clients to choose and reset their own passwords anytime. No need to send passwords manually.

Give your clients a streamlined, professional user experience

Client Portal gives your clients everything they need during your project with no learning curve and no unnecessary bells and whistles to distract them.

• Multiple portals

  Each client can have as many different portals as they need. They can access them all from the same login.

• Unlimited portals and clients

  You can have as many portals and clients as you need on either plan. You can keep them active forever.

• Clients can self-register

  Clients can register for a portal and have one automatically created for them – without you lifting a finger.

• Clients can upload files

  Clients can upload their own files to the portal any time. You decide which modules they can upload to.