Your clients stop emailing.
They just open their portal.
Client Space gives every client a branded, secure portal where they see their status, documents, approvals, and invoices, 24/7. No more “did you get my email?”, no more being the bottleneck between your client and their own information.
From $19 per client / month · standalone, no Workspace required · clients join with one click
What your client sees when they log in, branded as your firm, updated automatically.
Your clients are in the dark, and it's costing you.
Most firms still run client communication through email. Clients can't see anything without asking, so they ask constantly, and the work waits while you answer.
Clients chase you for updates
Every status request is an email, a call, or a text. You become the bottleneck between your client and their own information, and the work stops while you answer.
Email creates more work, not less
Email threads generate far more back-and-forth than a portal, leave no audit trail, and bury the one document everyone needs under twenty replies.
Clients leave because they feel ignored
Clients rarely leave over the quality of your work. They leave because they feel forgotten between conversations, never sure what is happening or what comes next.
Sensitive documents sent over email
Financial records, legal documents, and signed agreements move through unsecured inboxes, no encryption, no access control, and no record of who saw what.
A portal clients actually want to open.
Everything a client needs to feel informed and in control, branded as your firm, secure by default, and effortless to use.
Branded as your firm
White-labeled with your logo, colors, and domain. Clients land in a space that looks like yours, not like a generic tool you bolted on.
Live status, 24/7
Clients see exactly where their engagement stands (current phase, what's done, what's next, and key dates), without emailing anyone.
One isolated space per client
Each client sees only their own engagement. Nothing leaks between clients. Bank-grade encryption and access control on every document.
Secure documents & e-signature
Share, request, and sign documents inside the portal. Version-controlled, with a full audit trail, no more attachments lost in email.
Approvals & sign-off
Clients review deliverables and approve them in the portal. Every decision is logged, so there's never a 'who approved what, when' dispute.
One-click, password-less access
Clients join with a magic link, no password to remember, no login friction, no support tickets. The biggest reason portals fail, solved.
Messaging in context
Client questions and your answers live next to the work they're about, not scattered across inboxes. Everyone sees the same thread.
Invoices & online payment
Clients view invoices and pay inside the portal. Faster cash flow, fewer billing disputes, and no chasing.
You see every engagement across every client, in one dashboard.
While each client sees only their own Client Space, your team gets a portfolio view, realisation, engagement health, and the approvals only you can make, across every client at once.
Live for a client in minutes.
Create the Client Space
Spin up a branded portal for a client in a couple of clicks. Your logo, your colors, your domain.
Invite the client
Send a magic link. They click once and they're in, no password, no setup on their end.
They self-serve
Status, documents, approvals, and invoices are all there, 24/7. The 'any update?' emails stop.
You stay in control
You decide exactly what each client sees. Internal work stays internal; clients see only their own engagement.
Client Space runs on its own.
Add Workspace when you want the back office too.
Client Space is a complete, standalone product, you don't need anything else to give clients a branded portal. If your firm also wants to run projects, finances, and billable time internally, Workspace is a separate product you can add, and the two bundle together for less than buying them apart.
The branded portal your clients log into. Works on its own.
Your firm's optional back office. Bundle both for $24.99/mo.
A client portal that fits your practice.
Matter status, documents, and sign-off, without the phone tag.
See how →Secure document collection and approvals that beat unsecured email.
See how →Campaign status and approval rounds clients can actually follow.
See how →Briefs, revisions, and sign-off with a versioned record.
See how →Design phase status, drawings, and phase-gate approvals.
See how →What firms tell us about client communication.
Anonymised observations from conversations with partners and client-services leads at services firms. Roles only, no names.
“Every Monday starts with the same five emails: any update on our filing? The answer exists, it just lives in our tracker, not anywhere the client can see.”
“We look less organised than we are. The work is on track, but the client only ever sees silence between our fortnightly calls.”
“Sign-offs are our bottleneck. The engagement letter sits in someone's inbox for a week, and nobody notices until the deadline is already at risk.”
$19 per client, standalone. That's it.
No Workspace purchase required. Add Client Space for each client you bring in. Want Workspace too? Bundle both for $24.99/mo and save.
- Branded, white-labeled portal
- Unlimited client guests per space
- Secure documents & e-signature
- Approvals with full audit trail
- One-click magic-link access
- Invoices & online payments
Questions about Client Space.
What is Client Space?
Client Space is a branded client portal for your firm, sold on its own. Each client gets their own secure, isolated space showing the status of their engagement, their documents, approvals, and invoices, so they stop emailing you for updates and start self-serving 24/7.
How much does Client Space cost?
Client Space is $19 per client per month, standalone, you don't need to buy Workspace to use it. If your firm also wants Workspace (your internal back office, $9 per seat/month), you can bundle both for $24.99/month.
Do my clients need to create an account or remember a password?
No. Clients join with a one-click magic link, no password to remember and no login friction. Login frustration is the number-one reason client portals go unused, so we removed it entirely.
Can clients see my other clients, or my internal work?
Never. Each Client Space is fully isolated. A client sees only their own engagement, never another client's work, and never your internal operations. You control exactly what's visible.
Is it secure enough for legal and financial documents?
Yes. Documents are encrypted in transit and at rest, access is controlled per client, and every action is logged in an audit trail, far safer than emailing sensitive records, which most firms still do.
Can I brand it as my own firm?
Yes. Client Space is white-labeled with your logo, colors, and domain. To your clients, it looks and feels like your firm's own portal.
What is Workspace, and do I need it?
Workspace is a separate product, your firm's internal back office for projects, finances, and billable time. You don't need it to use Client Space. Firms that want both can bundle Workspace and Client Space together for $24.99/month.
Give every client their own portal, not another email thread.
See Client Space set up on a real engagement in 30 minutes, branded portal, magic-link invite, live status from day one.
30-minute walkthrough · Set up in minutes · No commitment