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About Client Portal
What is Client Portal?
Client Portal is a lightweight WordPress plugin that creates a dedicated, branded space for each client. Instead of cluttering email inboxes, you share files, send messages, manage invoices, and collect payments — all in one secure location per client.
Who is it for?
It is built for freelancers, agencies, consultants, law firms, schools, coaches, and accountants who need a professional way to share deliverables and communicate with clients. It is NOT a project management tool — it focuses on client-facing portals, not internal task tracking or collaboration.
Key use cases
Agencies use it to deliver files and invoices to clients. Schools embed event calendars and share forms with parents. Law firms keep confidential documents secure. Coaches share course materials and updates. Each client gets a unique login with custom branding.
Strengths
Fully white-label with custom domain and colors. Secure file uploads with expiration dates. Integrated invoicing and Stripe payments. Activity tracking shows when clients view or download files. Unlimited portals and clients on any paid plan.
Key features
- White-label branding — custom domain, logo, and colors for your portal
- File sharing — upload files with optional expiration dates and download limits
- Messaging — send and receive messages within the portal, with email notifications
- Invoicing — create and send invoices, track payment status
- Payment processing — accept credit card payments via Stripe integration
- Activity tracking — see when clients log in, view files, or make payments
- Embedded calendars — embed Google, Outlook, or other calendars to keep clients informed of events
SaaSpartout Score
6.9
/10
Editorial score from our review methodology — not user ratings.
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Client Portal Pricing
Client Portal pricing: from $25/mo per site. Billing model: Subscription.
Single Site License — $25/mo
Use on 1 website. Unlimited portals, unlimited clients. Includes custom branding, file uploads, email notifications, and priority email support. Monthly renewal. 30-day money-back guarantee.
Multi Site License — $49/mo
Use on unlimited websites. Unlimited portals, unlimited clients. All Single Site features plus unlimited sites. Monthly renewal. Annual and lifetime licenses also available. 30-day money-back guarantee.
Free trial: A live demo portal is available to explore before purchasing.
Frequently asked questions
Is Client Portal free?
No, Client Portal is a paid WordPress plugin. There is no free plan, but you can explore a live demo portal before purchasing. A 30-day money-back guarantee covers all plans.
How much does Client Portal cost?
Plans start at $25 per month for a single site license, or $49 per month for a multi-site license (unlimited websites). Both plans include unlimited portals and clients.
Who is Client Portal best for?
It is best for freelancers, agencies, law firms, schools, coaches, accountants, and any business that needs a secure, branded portal to share files and communicate with clients. It is not a project management tool.
Does Client Portal offer a free trial?
There is no free trial, but Client Portal provides a live demo portal you can explore to test the features before buying. All purchases come with a 30-day money-back guarantee.
What are the top alternatives to Client Portal?
Popular alternatives include ClientPoint, Huddle, and ShareFile. These tools also offer client portals with file sharing, but Client Portal is unique for being a lightweight WordPress plugin with custom branding.
Can I use Client Portal on multiple websites?
Yes, but only with the Multi Site license ($49/mo), which allows use on unlimited websites. The Single Site license is limited to one website.
