Client Portal

A simple, professional client portal for WordPress.

Paid

Description

Client Portal is a user-friendly WordPress plugin designed to help businesses organize, share, and manage client deliverables within dedicated, branded portals. By centralizing projects, files, and important information in a secure online space, it eliminates confusion and repetitive file requests, providing a seamless client experience.

With unlimited portals, easy setup, and full customization options, businesses can ensure clients always have access to the latest documents and updates. Secure file uploads and real-time notifications keep both parties informed, making Client Portal an efficient solution for agencies, accountants, law firms, schools, coaches, and other industries managing ongoing client projects.

Key Features

Unlimited Portals: Create as many portals as needed for each client or project.
Secure File Uploads: Privately share files with clients, protected from unauthorized access.
Custom Branding: Match portals to your business or client’s brand with customizable colors, logos, and fonts.
Email Notifications: Receive alerts when clients make changes or when updates are added to portals.
Content Pages: Add various content types including text, images, and embedded videos.
Organized Project Management: Keep invoices, contracts, and deliverables together for easy access.
Private Client Access: Allow clients to register or be invited to their dedicated portal.
Priority Email Support: Fast responses and comprehensive customer service.
Product Updates: Regular improvements and new features included in the subscription.
Easy Setup: No technical skills or coding required to set up portals.

Use Cases

Agency client project delivery
School parent communication portals
Law firm document storage for clients
Accounting client file and report sharing
Coaching client progress tracking
Consultant deliverable management
Resource center for clients
Submitting and storing proposals and contracts

Frequently Asked Questions

Do I have to know how to code to use this?

No, Client Portal is designed for non-developers and can be set up and used without any coding.

Do I need WordPress to use Client Portal?

Yes, Client Portal is a WordPress plugin and requires WordPress to operate. If you do not have WordPress, you can set it up on a subdomain.

How does the pricing model work?

Client Portal offers straightforward paid plans with a monthly fee, starting at $25 per month for a single site license and $49 per month for a multi-site license. Both plans include unlimited clients and portals.

What is your refund policy?

You are fully protected by a 30-day money-back guarantee. If you experience an issue that makes the plugin unusable and it cannot be resolved, you are eligible for a full refund within the first 30 days.

How does the multi site license work?

The multi site license allows you to use Client Portal on unlimited websites for your clients or your own projects, but cannot be resold or shared with non-clients.