The client portal
The portal your clients actually open.
Built on the ClickUp you already run. Your clients see their work, sign, upload and approve; your team plans, reports and answers email — from one place, in your brand.
44features
15shipped this fall
7portals live
0passwords
Northwind Health
Good morning, Dana
31 / 40h
Hours this month
on pace
3
Projects in motion
2
Need your OK
Thu 10:00
Next call
Hours by week
Needs you
Approve the Q4 landing page
Website refresh · due Fri
Upload the brand fonts
Brand system · requested Mon
Patient intake form — live
Shipped yesterday
everything here is read from ClickUp the moment Dana opens it
Client dashboard. Where things stand, what needs them, and their next call — the first thing they see.
See how it works →One portal. Two sides.
Your clients get a calm window onto their work. Your team gets the cockpit. Both read the same ClickUp, live.
Their portal
What clients see
01 / 06
What your clients see.
A portal your clients sign in to — their work, live from ClickUp, without a single status email.
Client dashboard
Where things stand, what needs them, and their next call — the first thing they see.
See the demo →
Projects
Their projects and tasks, live from ClickUp. They comment, you reply, and new requests land as tasks.
See the demo →
Files
A shared folder per client: uploads and links, comments on each file, and who can see what.
See the demo →
Agreements
AI drafts the agreement, the client signs in the portal, you countersign, and the signed PDF files itself.
See the demo →
Meetings
Every recorded call becomes a recap — summary, decisions, action items — next to upcoming calls.
See the demo →
Documentation
A library of guides: articles every client gets, a set written for one client, and team-only manuals.
See the demo →
Scope, SOW & build spec
The deliverables, an interactive statement of work, and a clickable build spec — before they sign.
See the demo →
02 / 06
Running the work.
Your side of the portal: every client, every task and every person's day in one place.
Tasks
Every task across every client: numbers you can click, charts that filter, time and cost on every row, and four ways to look at it.
See the demo →
Task page
Any ClickUp record in full — every field editable, linked records clickable, without opening ClickUp.
See the demo →
Planner
Each person's day hour by hour: meetings from the calendar, tasks fitted into the gaps, biggest clients first.
See the demo →
CRM
Every company at 70,000 feet: open and late work, hours against the cap, last and next meeting, emails waiting.
See the demo →
Team lists
Your team's own ClickUp lists — pipeline, deals, payroll, helpdesk — as pages in the sidebar.
See the demo →
Client reminders
The few things everyone must know before reaching out — shown whenever anyone opens that client.
See the demo →
Follow-up emails
The emails your team sends again and again, written once — filled from the record, previewed, sent.
See the demo →
My week
Your week across clients: calls from the calendar, tasks due, hours against each client's cap.
See the demo →
Invoicing
A QuickBooks invoice from a company's tracked time: AI writes the lines, you review, the branded email goes from your Gmail.
See the demo →
Special dates
Birthdays, anniversaries and the days worth remembering for the people you work with — and a heads-up before each one.
See the demo →
03 / 06
Knowing where things stand.
The numbers leadership asks for, without building a spreadsheet on Friday.
Reporting
How the work is moving over any period: done, created, on time, cycle time, late — by person or company.
See the demo →
Excel & PDF export
Whatever you're looking at, with your filters on, as an Excel workbook or a PDF ready to send.
See the demo →
Hours & cost
For billing by the hour: hours and what they're worth by company, week and category, against each cap.
See the demo →
Time entries
Every bit of time tracked in ClickUp, one row each — fixed, moved or deleted right in the grid.
See the demo →
Executive reports
A plain-English update for a client's leadership, written by AI from the work itself, sent as a branded email.
See the demo →
Alerts
Texts or emails: today's calls, tomorrow's, the week, a heads-up before each meeting, a note when a client signs in.
See the demo →
Portal activity
Who signed in, when, and from where.
See the demo →
04 / 06
Mail & AI.
Your inbox and your recordings, read and summarized — and an assistant that only ever reads.
05 / 06
Always included.
Every portal gets these. They can't be switched off.
No passwords
A 6-digit code or one-click link by email, good for about ten minutes, locked after five wrong tries.
See the demo →
Roles & permissions
Your client's own team signs in with roles below Admin, each opening only the pages ticked for it.
See the demo →
View as
See the portal exactly as a client or a team member does.
See the demo →
Portals from the CRM
A company in your CRM becomes a client portal in one click.
See the demo →
Your brand
Your colours, logo, fonts and email header — light or dark first, with a toggle.
See the demo →
Settings without a redeploy
Every connection's status, and who gets notified, changed from the portal itself.
See the demo →
06 / 06
Built for one client — ready for the next.
Features first built for a single portal. Any of them can become a standard feature the moment a second client needs it.
Time & budgets
Every ClickUp timer by client, project, contract and person, with over-budget, running-hot and behind-pace call-outs.
See the demo →
Move hours
Carry a client's time into a later month by picking entries or matching an amount to the minute — with undo.
See the demo →
Contracts
Each contract as a working page for check-in calls: open projects, to-dos, the lead, hours against budget.
See the demo →
Two-way roadmap sync
Each client's ClickUp roadmap kept in step with yours, in real time, both ways.
See the demo →
Priced roadmap
Every roadmap item shows hours and cost, and the client approves it in the portal before work starts.
See the demo →
Request intake
A brief form that creates the project in ClickUp with a code and budget, and lets the requester follow it.
See the demo →
Dashboards by role
A worker's plate, a manager's team, an executive's portfolio — each with a short AI brief.
See the demo →
Linked databases
Deliverables, reviews, vendors, hires and invoices — related ClickUp lists with every link intact.
See the demo →
Per-person mail & calendars
Each team member's own Gmail and Google Calendar inside the portal — only the mailboxes they've been granted.
See the demo →
Google Drive
A Drive folder per project, browsable from the portal.
See the demo →
Business texting
Project-manager alerts sent as texts from the company's own business number.
See the demo →
Hours & billing
Delivered work per client and a Billed tick on every task — feeding income by month.
See the demo →
Built once. Switched on for you.
/01
Built in the product
Every feature is built once, in the portal product every client runs on — so a fix for one is a fix for all.
/02
Switched on per client
Your portal gets only the features your business uses, in your brand, reading your ClickUp.
/03
Live in minutes
When a feature ships or improves, your portal updates in about two minutes. Nothing to install.
See them in real builds in the case studies, and everything they connect to on Integrations.
Want one of these?
A portal on your ClickUp, in your brand, with the features your clients and team actually need.