Branded client portals, live in minutes.
A secure home for each client: status, updates, files, invoices and forms — on your brand.
In short
A client portal is a secure, branded web page where a business shares project status, files, invoices and forms with a specific client. CorePath portals are published in minutes, optionally password-protected, and pull live data from your projects, invoices and forms so clients always see the latest.
Everything a client needs in one link
Stop scattering updates across email and chat. Give each client a single branded link that always shows the current state of their work.
- Branded with your logo and accent color
- Project status and posted updates
- Shared files and downloads
- Invoices and forms in one place
- Password protection and private access tokens
Client portal vs email + Dropbox
| Email + Dropbox | CorePath portal | |
|---|---|---|
| Single source of truth | No | Yes |
| On your brand | No | Yes |
| Invoices + forms included | No | Yes |
| Clients self-serve | Rarely | Yes |
Frequently asked questions
What is a client portal?+
A secure, branded page where you share a specific client’s project status, files, invoices and forms in one place, instead of scattered emails.
Can I password-protect a portal?+
Yes. Portals can be public, link-only with a private token, or password-protected.
How long does it take to set up?+
Minutes. Create a portal for a client or project, choose what to show, and share the link.
Everything your business needs. One core platform.
Start free — no credit card required. Replace a stack of subscriptions with CorePath.