Set up a branded client portal in minutes
Give each client a secure space for files, invoices, updates, and forms — on your brand, behind a password.
A client portal replaces scattered email threads with one shared space. This guide covers creating a portal, choosing what’s visible, and sharing access.
Step 1 — Create the portal
From a client or project, create a portal. Set a title, welcome message, accent color, and logo so it matches your brand.
Step 2 — Choose visible sections
Toggle which sections appear — overview, status, updates, files, invoices, forms, and contact. Only show what’s relevant to that client.
Step 3 — Protect and publish
Add a password if the contents are sensitive, then publish. Share the portal link with your client; you can unpublish at any time.
FAQ
Can clients see other clients’ data?+
No. Each portal is scoped to a single client or project and only shows the sections you enable.
Can I password-protect a portal?+
Yes — add a password and only people with it (and the link) can view the portal.
Spin up a client portal
Start free — no credit card required. Replace a stack of subscriptions with CorePath.