Status emails eat your week
Without a place to check progress, every client update is an email you write by hand.
Client portal
A client portal for freelancers that clients actually use.
Clients ask the same questions every week: where is my project, what do I owe, did you see my comment. In Workspace369 each client gets a private, branded portal where they verify their email, follow their projects and task boards, comment, and view and pay invoices, with the permissions you set for each person. The portal is included on every plan from Cadet at $29/month, and portal visitors do not use a team seat.
Every planclient portal included from Cadet
0 seatsused by portal visitors
Pay onlineinvoices viewed and paid in the portal
Key facts
Client portal at Workspace369 covers 10 areas, including private, branded portal per client, email verification for visitors, projects and task boards.
The workflow runs in 4 steps, from "invite the client" to "get paid from the portal".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
The problem
What a missing client portal costs you
Feedback is scattered
Comments arrive by email, text and chat, and some never make it onto the task they refer to.
Invoices get lost in the inbox
An invoice buried in a long email thread gets paid late, or not until you chase it.
The product
See the workspace your clients feel.
01
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
02
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
03
Every channel in one inbox
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
04
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Workflow
How the client portal works in Workspace369
01
Invite the client
Give each client a private, branded portal. Visitors verify their email before they see anything, and they do not use a team seat.
02
Share the work
Clients follow their projects and task boards, so they can see progress without asking.
03
Collect comments in one place
Clients comment in the portal, next to the work, instead of across email and text.
04
Get paid from the portal
Clients view and pay their invoices online, and you set what each person can see.
Product coverage
Client portal coverage
- Invite yourself as a test client and check what the portal shows before you invite a real one.
- Confirm visitors do not count as paid seats, so adding clients never raises your bill.
- On Cadet you can run up to five active projects; Voyager and up remove that limit.
Private, branded portal per client
Email verification for visitors
Projects and task boards
Client comments
Invoices to view and pay
Per-person permissions
No seat used by portal visitors
Public invoice and proposal links
File share links
Branding and themes
Plans for freelancers
Pick the plan your work needs today.
Client records, proposals, invoices, online payments, time tracking and intake forms are on every plan. Upgrade when your work needs calls, texts or more.Cadet
Regular price$29$14.50 / month
Founding price for your first 12 months
1 seat included
- Public proposal approval & signing
- Deposit on acceptance
- Proposal-to-invoice conversion
- Billable time tracking
- Public intake forms
Voyager
Regular price$74$37 / month
Founding price for your first 12 months
2 seats included
Everything in Cadet, plus
- SMS messaging
- Voice & voicemail
- Shared inbox
- Missed-call text back
- No-answer forwarding
Specialist
Regular price$149$74.50 / month
Founding price for your first 12 months
10 seats included
Everything in Voyager, plus
- Online booking
- Expense tracking
- Payment plans
- Inventory tracking
Founding member offer: 50% off your first 12 months, for the first 100 customers who join by Oct 31. 14-day trial with a card, USD monthly billing. Compare all plans.
Switch & Save
Free account setup & migration help
Our team sets up your workspace with you and helps move your clients and invoices from the tools you use now.
Export your data as a spreadsheet and AI Import maps the columns for you. Support can help with anything unusual.
Offer ends .
Start free trial
After signup, claim free setup in your workspace.
Loved on the App Store
Rated by the people running their client work on it.
★★★★★
Finally feels calmBounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.
★★★★★
Painless team rolloutRolled it out to our eight-person team and adoption was painless — intuitive and polished. I'd love more integrations, but they keep shipping.
★★★★★
Hours back every weekWas juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.
Get started
See Workspace369 on your own client work.
Start your trial and send your first proposal or invoice from your own workspace. Compare plans any time; upgrade only when your work needs more.FAQ
How to choose a client portal as a freelancer
What is a client portal for freelancers?
A client portal is a private place where each client can check their project, leave comments and pay invoices without emailing you. In Workspace369 every client gets a private, branded portal with the permissions you set.
Which plan includes the client portal?
Every plan, starting at Cadet ($29 a month, or $23.25 a month billed yearly). Portal visitors do not use a team seat.
Is a public invoice link the same as the portal?
No. A public invoice link lets a client view and pay one invoice without an account. The portal is a private space where verified visitors see that client's projects, task boards and invoices.
How do clients log in?
Portal visitors verify their email address, then see only what you allow for that client.
Can clients comment on the work?
Yes. Clients can comment in the portal and follow their projects and task boards.
Ready when you are
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
