What’s inside
The client side of your business, handled.
Your team works in one workspace. Each client gets a portal that shows exactly what they need — nothing internal, nothing from other clients.
Projects clients can follow
Milestones, tasks and progress in a branded portal. You decide which projects, tasks and files each client sees.
Approvals in one click
Clients approve quotes, milestones and deliverables in the portal, with a record of who approved what and when.
Quotes and invoices
Branded PDFs, gap-free numbering, taxes and discounts. An approved quote turns into an invoice without retyping.
Paid online, reconciled automatically
Clients pay by card through Stripe. Payments are confirmed by signed webhooks, and overdue reminders go out on their own.
Support with full context
A shared inbox where every ticket sits next to the client’s projects and invoices, plus a knowledge base for self-service.
Private file sharing
Files live in your own S3-compatible storage. Internal files never reach the portal; client files are served through signed links.
How it works
Up and running in an afternoon.
No migration project. Start with one client, then move the rest over as their next project begins.
- 1
Set up your workspace
Add your company details, logo and colours. Invoices, emails and the portal use them right away.
- 2
Invite your clients
Each contact gets a secure invitation to your branded portal — no new tool for them to learn.
- 3
Work in one place
Share progress, collect approvals, send invoices and answer requests without long email threads.
Security and control
Your data, on your infrastructure.
Self-hosted
Runs on your servers with your database and storage. No per-seat fees.
Strict separation
Every query is scoped to one workspace; clients only ever see their own records.
Roles and permissions
Owner, admin, manager, member, accountant and support roles, plus custom roles.
Audit log
Invitations, role changes, approvals, payments and settings changes are recorded.
Protected sign-in
Verified email addresses, strong passwords and rate-limited sign-in attempts.
API and webhooks
A documented REST API and signed webhooks connect your other tools.
Give your clients a better place to work with you.
Your logo, your colours, your domain.