Your Client Portal.
Your Brand Experience.

Share files, proposals, invoices, and projects in a branded portal under your own domain, your logo, your colors.

● portal.oaklandarch.co
Oakland Architecture

Welcome back, David

Here's an overview of your account

$9,400
Outstanding
$41.2k
Total Paid
4
Active Projects
Recent Invoices
INV-0063Schematic design phase$4,700Sent
INV-0061Site survey$2,800Paid
INV-0059Concept drawings$1,900Paid
● portal.sunfirecreative.co
Sunfire Creative

Welcome back, Emma

Here's an overview of your account

$3,600
Outstanding
$12.1k
Total Paid
1
Active Project
Recent Invoices
INV-0019Brand package$3,600Sent
INV-0017Photo shoot$1,800Paid
INV-0015Social media kit$2,400Paid
● portal.bloomstudio.co
Bloom Studio

Welcome back, James

Here's an overview of your account

$6,800
Outstanding
$24.3k
Total Paid
3
Active Projects
Recent Invoices
INV-0031App design phase 2$3,400Sent
INV-0030UI audit$2,200Paid
INV-0028Wireframes$1,200Paid
● portal.acmedesign.co
Acme Design Co.

Welcome back, Sarah

Here's an overview of your account

$4,200
Outstanding
$18.7k
Total Paid
2
Active Projects
Recent Invoices
INV-0047Website redesign milestone 3$2,100Sent
INV-0046Brand identity package$2,100Paid
INV-0041Website redesign milestone 2$1,500Paid

Clientary gives your clients a branded portal that's always on.
Impress clients with a professional home base for your work together.

Stop sending documents in scattered emails and chasing down payments. Your clients get a dedicated space under your brand to view invoices, pay online, track project progress, accept estimates, and sign contracts. No more back-and-forth. Try us for Free.
Invoices & Payments

Clients view invoices, pay online via credit card or ACH, and access their full payment history in one place.

Proposals & Contracts

Clients review proposals, accept estimates, and sign contracts with built-in digital signatures directly through the portal.

Project Visibility

Give clients real-time access to project progress, tasks, and deliverables. Control exactly what they can see.

Your Brand, Your Domain

Customize your portal with your logo, colors, and custom domain. Clients see your brand, not ours.

Clientary works with the solutions you already love

Custom domain with SSL

Your portal lives at your own domain (e.g. portal.yourbrand.com) with a free SSL certificate. Clients never see our name, only yours.

Accept, sign, and pay

Clients can approve estimates, digitally sign contracts, and pay invoices online via credit card or ACH directly through their portal.

Multiple client contacts

Invite as many contacts per client as you need. Each gets their own login and can access shared documents and projects.

Control what clients see

Fine-grained permissions let you choose exactly which projects, tasks, files, and financial information each client can access in their portal.

Theme to match your brand

Customize your portal colors, logo, and favicon. Your portal looks and feels like an extension of your own business, not a third-party tool.

Connected to your workflow

The portal is connected to your invoicing, proposals, and projects. Send an invoice and your client sees it instantly in their portal, no extra steps.

Be Professional. Give Confidence.

Clientary presents your projects, invoices, and documents under your branded Client Portal giving your clients the confidence to move forward.

Your clients can access their history and documents at any time, giving you a home base for your work and billing that also acts as a digital space for your clients.

Branded client portal to match your brand Branded client portal to match your brand

Client Portal built for your industry

Whether you're running a creative studio, a professional firm, or a one-person shop, Clientary adapts to how you work.

Client Portal for Marketing Agencies Client Portal for Design Studios Client Portal for Web Development Studios Client Portal for Production Companies Client Portal for Business & Leadership Coaches Client Portal for AEC Specialty Consultants Client Portal for Architects Client Portal for Law Firms Client Portal for Consultants Client Portal for Freelancers

Frequently asked questions

What is a client portal?

A client portal is a branded login area where your clients view invoices, approve proposals, sign contracts, track project progress, and see retainer balances, without email back-and-forth. Clientary's portal lives under your own brand and domain.

Can I customize the portal with my own branding?

Yes. The client portal carries your logo, colors, and domain. To clients it looks like a part of your business, not a third-party tool.

What can clients do in the portal?

Clients can view and pay invoices online, approve proposals, sign contracts and NDAs, download project files, and see retainer balance and engagement progress.

Is there a free trial?

Yes. 14 days, no credit card required.

Ready to give your clients a professional portal experience?

See Pricing and Signup

Clientary is a comprehensive suite of tools for professional service businesses. We help you take care of client portals, online invoicing, time tracking, payment tracking, sending estimates and proposals.

We're a service that saves you time and improves your client relationships.