Client portal
A portal where clients book, order, accept and pay
Give every client a secure portal to book interpreters, request translations, order a translation at a fixed price, accept or pay quotes, follow their jobs and pay invoices. Fewer emails for your team, and every action recorded in the client's history.
Highlights
Service requests
Clients book interpreters and request translations online.
Online translation orders
Clients upload a document, see the price and pay online.
Quotes
Clients accept quotes online, or pay first when you require it.
Invoices
Clients see what is paid and what is due, and pay online.
Included
What's in client portal
Included on every plan, with no add-ons to buy.
- Secure sign-in for each client contact
- Job and booking status at any time
- Source files and finished translations only; AI drafts and linguists' paperwork stay internal
- Quote views, acceptances and payments in the client's history
- Reports on paid and unpaid jobs
- Works on phones and tablets
- Light or dark display, chosen by each person
- Your logo and company details
Works together
Related modules
Enquiries & quotes
Enquiries from your website, email and phone in one list, with word counts and quotes clients can accept or pay online.
Learn moreInvoicing & payments
Invoices for completed work, card and PayPal payments, staged reminders, bank matching, and Xero or FreeAgent sync.
Learn moreTranslation projects
Single jobs and multi-document projects, machine translation drafts, certificates and postal packs.
Learn moreStart your free trial
Try every feature free for 30 days, or book a demo with our team. No credit card needed.