A branded home for every client.
One login-free client portal per client holds every thread, document, signature, and invoice you've shared under your logo and your domain. Always current, no account required.
"Clients lose the link and forget which email had the contract. A client portal gives each of them one branded home that always stays current, so your team stops fielding those questions and deals move faster."
The client portal, step by step.
What the client portal gives you.
A portal vs scattered links.
Built for repeat client work.
When a client cannot find the last contract or invoice, the question lands with your team, and every one of those is unbilled time. A branded portal keeps all threads for that client in one place, so they can self-serve, and the next campaign starts from the same link instead of a new email chain.
Long engagements live or die on whether the client feels on top of things. One portal that carries every proposal, signed agreement, and paid invoice makes a one-person business look like an established firm, which helps the retainer be renewed and referrals be made.
Client portal questions.
Maya has spent nine years building document and payments workflows for agencies and service businesses. She leads the team behind EverBird's Revenue Agents, deal threads, e-signatures, client portals, and invoicing, and reviews every product page for factual accuracy on how the product actually behaves.
Related features.
Give every client their own home
7-day free trial. No card required. Branded, login-free, always current.
Everbird spots who’s stalling, decides when to follow up, and writes the message that closes the deal — automated client follow up software with one link for all client documents.
Our community is built into EverBird, and yes, we answer every email ourselves, always.
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