Client Portal

The client portal is a branded, client-facing interface where your customers can browse services, manage their projects, and communicate with your team — all without needing access to your internal workspace.

Portal Overview

Your portal is automatically available at a unique URL based on your organization slug. Share this link with clients to give them access to:

• Service catalog — Browse and purchase your public services
• Project dashboard — View their active projects and request history
• Request kanban — Track the status of their requests visually
• Updates feed — See public updates and participate in discussions
• Billing history — View invoices and payment history

Sharing Your Portal

Find your portal link in two places:

1. Home page — The portal link card shows your URL with a copy button
2. Settings — The portal link section with the full URL

Simply copy the link and share it with clients through email, your website, chat, or any other channel.

Client Experience

Browsing Services

When a client visits your portal:

1. They see your organization name and branding
2. Public services are displayed as cards with:
   • Service name and description
   • Price and billing interval
   • A Purchase or Subscribe button
3. Hidden services are not shown

Purchasing a Service

When a client clicks to purchase:

1. They're prompted to sign in or create an account (via Clerk authentication)
2. They're redirected to Stripe Checkout to complete payment
3. After payment, a project is automatically created for them
4. They can immediately start submitting requests

Managing Requests

Clients have their own kanban board showing their requests across all projects:

• Backlog — Requests waiting to be started
• In Progress — Work currently being done
• Done — Completed work

Clients can also submit new requests by clicking the + button on their dashboard.

Viewing Updates

Clients can see all public updates on their requests. They can:

• Read update content
• View and participate in public discussions
• See who posted each update and when

Internal updates and internal comments are never visible to clients.

Invoices

If Stripe is connected, clients can view their billing history:

• Payment amounts and dates
• Invoice status (paid, pending)
• Download links for invoice PDFs

Portal Customization

The portal automatically uses your organization name. The URL follows the pattern:

your-domain.com/portal/your-org-slug