| Contract | Uploaded |
|---|
| Service | Fields |
|---|
Every client gets a private, guided portal under your agency's name, no login required on their end.
Collect signatures and kickoff payments right inside the same flow, nothing bounces to another tool.
See exactly where each client is, welcomed, signed, submitted, reviewed, or paid, at a glance.
Track status, open a live preview of any client's portal, and mark projects started, all from one screen.
Add a client's name, ClientFlow creates their private onboarding link instantly.
They're guided through welcome, details, review, agreement, and invoice, no account needed.
Your dashboard updates live. Mark the project started the moment they're paid up.
Set up your first client portal in under two minutes.
| Client | Status | Progress | Link | Open |
|---|
| Client | Service | Timeline | Stage |
|---|
| Client | Contract | Status | Signed Date & Time |
|---|
| Invoice | Client | Amount | Status | Paid Date |
|---|