Client portal

A home for every client — not another email thread

Give clients their own signed-in space for invoices, estimates, files, and messages. You stay in control; they always know where to look. Few competitors ship this as a first-class product.

  • Invoices and payments

    Clients open history, download PDFs, and pay outstanding balances without chasing attachments.

  • Estimates to review

    Share proposals in the portal so clients can accept or decline without digging through their inbox.

  • Shared files

    Keep contracts, briefs, and deliverables in one place both sides can reach.

  • Messaging

    Questions stay attached to the client — your team gets notified, context stays intact.

Client portal home with invoices, estimates, and messages
Client portal messaging thread between staff and client

Start tracking. Start invoicing.

Spin up a workspace in minutes. Try Branch free for 15 days.