See delivery progress
The state of their projects, current because it is the same data your team works in, not a summary someone wrote.
Where did we get to? is a full-time job
Every client wants to know where their project is, and someone senior ends up answering: the weekly call, the update email, the quick ping that takes an hour. None of it is delivery. All of it is billed time nobody billed.
The Client Portal answers those questions by showing the client the work itself. Delivery progress, invoices, change requests: visible when the client wants them, current because they come from the same records your team works in.
Change requests come through the portal too, so scope conversations start in writing, attached to the project, instead of buried in an email thread.
How it works
1
Invite the client
Each client gets a login scoped to their own projects, and nothing else.
2
The portal reflects the work
Delivery state, invoices and change requests come from the same workspace the team uses. No separate page to maintain.
3
Clients self-serve
Progress checks, invoice questions and change requests happen in the portal, not in your inbox.
What clients can do
See their invoices
What has been billed and what is due, without asking your bookkeeper to dig it out.
Raise change requests
Scope changes arrive in writing, attached to the project, where they can be scoped and priced properly.
Under your brand
The portal is white-labelled on every plan. Your clients log into your business, not our product.
Where it sits
Client Portal is part of the Delivery department of the Service Business OS, included on every plan. One credit allowance covers every module, so there is no per-agent pricing and no surprise line items.
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Questions owners ask
What can the client actually see?
Delivery progress, invoices and change requests for their own projects. They see the state of their work without emailing anyone, and nothing beyond their own projects.
Can it carry our branding?
Yes. Clients log into a portal under your brand, not ours.
Where does the portal's information come from?
The same workspace the team already works in. Delivery state comes from Projects & Time and invoices from Accounting, so the portal is a view of reality, not a page someone has to remember to update.
Give clients a window, not a meeting
The Client Portal, white label included, is live now. Start the trial and it is one of the modules unlocked from day one, reading the same clients and projects as the rest of the OS.
Start your 14-day trial
Every module unlocked for 14 days. Card details at checkout, nothing charged until day 14, cancel any time before then.
What starting actually involves
- Every module unlocked for 14 days — no feature is held back for a higher plan
- Card details at checkout, nothing charged until day 14
- Cancel before then and you pay nothing
- Setup runs on your own clients and projects, not a demo dataset