Client Portal Software
Give Every Client a Window Into Their Work
ClientFlo's self-hosted client portal software gives each client a secure dashboard with project progress, invoices, documents, and time entries. Role-based access means they see exactly what they need — nothing more, nothing less.
Per-client
Personalized dashboards
Granular
Role-based access
Zero
Per-client cost
Everything a Client Portal Should Have
Stop emailing PDFs and status updates. Give clients a portal that's always up to date.
Client Dashboard
Each client gets a personalized dashboard showing their projects, invoices, and recent activity at a glance.
Project Visibility
Clients see project progress, milestones, and task completion in real time — no more status email chains.
Invoice Access
Clients view, download, and pay invoices from their portal. Status updates automatically as you work.
Document Sharing
Upload contracts, deliverables, and files. Clients access them instantly through a secure, organized library.
Role-Based Access
Granular permissions control exactly what each client can see — projects, invoices, documents, or time entries.
Multi-Client Support
Manage dozens of client portals from one workspace. Each client sees only their own data.
Client Portal Software — ClientFlo vs Alternatives
Most client portal tools charge per client or lack CRM integration. ClientFlo gives you both for free.
| Feature | ClientFlo | Others |
|---|---|---|
| Client dashboard | Personalized per client | Generic or missing |
| Role-based access | Granular permissions | All-or-nothing |
| Document sharing | Built-in file library | Separate tool |
| Invoice & project visibility | Automatic | Manual sharing |
| Self-host option | Yes — Vercel | SaaS only |
| Per-seat pricing | None — free | $$$ per client |
Try Client Portal Software — Free
See how ClientFlo's self-hosted client portal looks from the client side. Explore projects, invoices, and documents — no signup required.
No account. No credit card. Just click and explore.