A client portal is a branded web interface where your clients log in to view their projects, approve deliverables, chat with you, and pay invoices. Setting one up takes 2 minutes with Freelancer OS — and it's completely free.
How to Set Up a Client Portal for Your Freelance Business
Last updated: January 2025
Why you need a client portal
Without a client portal, you're managing client communication across email, Slack, WhatsApp, and text messages. A client portal consolidates everything: project updates, file sharing, invoices, and chat — in one place your clients can access 24/7.
Step-by-step setup
- Sign up at lanceflow.pro (free, no credit card).
- Complete onboarding: workspace name, category, currency.
- Go to Clients and add your first client.
- Click "Invite Client" to send an email invitation.
- Client creates a free account and logs into their portal.
- Add projects, tasks, and files for the client to see.
- Client can now view progress, approve work, and chat with you.
What clients see in the portal
- ✓Project progress and task status
- ✓Files and deliverables
- ✓Invoices and payment status
- ✓Real-time chat with you
- ✓Deliverable approval buttons
- ✓Change request submission
- ✓Meeting schedules