Client portal
A 24/7 portal your clients will actually use
Give every client a secure portal of their own. They can request services, upload documents, accept or pay quotes, follow their jobs and pay invoices online, while your team sees each of those actions in the client's activity history.
Highlights
Request services in minutes
Clients book interpreters and request translations without phoning or emailing.
Accept and pay quotes
One click to accept, with optional payment up front by card or PayPal.
Invoices and payments
Clients see what's paid and what's due, and settle invoices online.
Every action on record
Quote views, acceptances and payments appear in the client's activity panel for your team.
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
- Reports on paid and unpaid jobs
- Update order information online
- Your logo and company details throughout
Works together
Related modules
Enquiries & quotes
Capture enquiries from your website, inbox and phone in one list, then send branded quotes clients can accept or pay online.
Learn moreInvoicing & payments
Invoice completed work, take card and PayPal payments online, chase what's overdue and reconcile your bank with AI.
Learn moreTemplates & branding
Edit every email, PDF and SMS template, preview it with real data and let AI give old templates a modern design.
Learn moreGive your team its time back
Start a 30-day free trial with every feature, or let us show you around first. No credit card needed.