Custom client portals for every client.
Your logo, your colors, your fonts. Clients get one link to see their projects, files, documents, invoices and messages, with no account to create.
The old way. The Wundesk way.
The old way
- Files scattered across email threads and shared drives
- Clients asking "where are we at?" every few days
- A generic tool with your name stuck on the top
- Chasing signatures and form answers one message at a time
The Wundesk way
- One branded link holds everything the client needs
- A live stage tracker shows exactly where the project is
- Your logo, banner, colors and font on every screen
- Clients sign, fill in forms and reply from the portal
Why Wundesk Client Portals?
Everything it does, in detail.
01
Branding that reflects each business.
Set up the portal once and it reads as part of your business, on desktop and on mobile.
- Upload a logo and a banner image
- Pick a primary color, light or dark mode, and one of 25 Google Fonts
- Set your own button colors, with accessible contrast worked out for you
- Choose an illustration style for empty states: solid, duo-tone or fill
02
Show only what matters.
Decide which sections a client sees, in what order, and what they are called.
- Reorder, rename or hide Projects, Files, Updates, Documents, Meetings, Messages, Invoices and Forms
- Write a welcome message and add up to three call-to-action buttons
- Add a getting-started card that greets clients on their first visit
- Add footer text and a link of your own
03
Edit safely, publish when ready.
A live preview sits next to your settings, so you can see every change before the client does.
- Preview on desktop and mobile as you edit
- Save a draft without changing what the client sees
- Publish to go live, or unpublish to take the portal offline
- Your draft is kept when you unpublish
04
Share a link, not a login.
Clients open the portal from a link. Add a passcode when the work is sensitive.
- No client accounts to create or manage
- Optional passcode, set or removed in one click
- Copy the link straight from the editor or the client page
- Control visibility per task, file and project update
How it works. Three steps.
- 1
Create the portal
Open a client and click Create Portal. A private link is generated for you.
- 2
Make it yours
Add branding, choose the sections, write the welcome message and preview the result.
- 3
Publish and share
Publish, copy the link, add a passcode if you like, and send it to your client.
Plus everything you'd expect.
Project overview
A stage tracker, recent files, latest updates and stats at a glance.
Files
Clients browse and download everything you share, grouped by project.
Project updates
Post an update and decide whether the client can see it.
Assigned tasks
Clients see their tasks and move them forward themselves.
Documents and forms
Sign, review and fill in, all from inside the portal.
Meetings
Clients book time with you from the meeting types you publish.
Messaging
A threaded conversation with your team, with attachments.
Remove our branding
Take the "Built with Wundesk" strip off on a paid plan.
Stop stitching tools together.
Everything a freelancer needs to run client work, in one place, from $9/mo.