Your Clients Deserve Better Than Email Chains
A branded portal where clients log in, submit documents, view task progress, and communicate — all in one secure place. No more WhatsApp groups.
The Problem
Professionals collect documents over WhatsApp, share updates over email, and field calls asking 'what's the status?' Clients never know where to send files, you never know what's still pending, and nothing is organized.
How It Works
Branded client login
Clients sign in with email/password or Google on your custom domain. Your logo, your colors, your brand.
Self-service document submission
Clients upload files directly to your R2-backed cloud storage. No email size limits, no WhatsApp compression.
Task visibility and communication
Clients see their task status, leave comments, and stay updated — without calling your office.
Everything You Get
Key capabilities included with Client Portal.
Branded Experience
Your logo, colors, and domain. Clients see your brand, not a generic SaaS tool.
Secure File Sharing
Direct browser-to-cloud uploads via presigned URLs. Files organized per client, up to 10GB on Max plan.
Intake Forms
Custom forms with file uploads and required fields. Collect what you need upfront.
Task Visibility
Clients see their tasks, status updates, and due dates. No more 'what's the status?' calls.
Google & Email Auth
Clients sign in with Google OAuth or email/password. Optional admin approval for new signups.
Role-based Access
Client, staff, and admin roles. Staff can manage tasks and CRM. Admins get full access.
Which Plan Includes Client Portal?
Client Portal is available from the Base plan.
Simple, Transparent Pricing
Start free, upgrade as you grow. No hidden fees.
Free
For individuals and small teams
Free forever — no credit card required
- GPS Attendance & Check-in
- Task Management
- Leave Management
- Expense Tracking
- Work Journal
- 1-Page Website
- 20 AI Chats/month
Base
For small businesses going online
Billed annually at ₹2,999/yr incl. GST
- Everything in Free, plus:
- Multi-page Website
- Custom Domain & SSL
- Blog (5 posts)
- CRM (20 leads)
- Invoicing
- Appointments & Booking
- Forms (3)
- 100 AI Chats/month
Pro
For growing businesses
Billed annually at ₹9,999/yr incl. GST
- Everything in Base, plus:
- Blog (50 posts)
- CRM (200 leads)
- Forms (20)
- Compliance Calendar
- Remove Branding
- 2 Custom Domains
- Unlimited AI Chats
Max
For established businesses
Billed annually at ₹29,999/yr incl. GST
- Everything in Pro, plus:
- Unlimited Blog & CRM
- Unlimited Forms
- WhatsApp Integration
- API Access
- Dedicated Support
Frequently Asked Questions
Try Client Portal Free
No credit card required. Set up your practice management platform in under 5 minutes.