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Client Management
Adding clients, setting up client portals, and managing access permissions.
Projects & Tasks
Organizing Kanban boards, assigning milestones, and setting due dates.
Invoicing & Payments
Creating professional invoices, recording payments, and exporting PDFs.
Client Chat & Files
Sharing deliverables, communicating in real-time, and version control.
Frequently Asked Questions
How do I invite a client to the Client Portal?
Go to your Clients page, select a client, and click "Invite to Portal". An automated welcome email with login instructions will be sent immediately.
Can my client see internal project notes?
No. LanceFlow strictly isolates private freelancer notes. Clients only see tasks, milestones, and deliverables marked as client-visible.
How do I download or print an invoice as PDF?
Open any invoice from your Invoices tab and click the "Download PDF" button in the top action bar.
Is there a limit on how many clients or projects I can create?
The LanceFlow Free Starter plan includes generous client and project limits so you can run your daily operations without friction.
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