Client portal

A secure, branded home for every active client.

Clients register from a single-use invite and see only the work you assign to them — never another client's information or your private costs.

Professional for them. Controlled by you.

Client portal · Harbour & Co (your logo and colours)

Brand identity is ready for your approval

ApproveRequest changes

Progress

58%

Next invoice

£1,550

When to use it

The right tool at the right moment.

Use the portal after work is accepted and you assign the client to a project. It replaces scattered progress emails with one secure source of truth.

  • Account-based access from single-use invites
  • Only assigned projects and the client's own invoices
  • Milestone approvals, files and requests
  • Your business logo, colour and welcome message
  • No client access to internal costs or other accounts

How it works

1

Send the invitation

The client uses the email-bound invitation to create their own secure login.

2

Assign the work

Choose the accepted projects that this client is allowed to see.

3

Collaborate safely

Share updates and files while clients approve milestones or submit requests.

What happens next

Protect the week that delivers the promise

Bring project tasks into your calendar and fit flexible work around fixed meetings and breaks.

See the next step