Client Portal for Freelancers

A Branded Client Portal
for Every Client

Give each client their own portal with files, invoices, messages, and proposal status. One link. No login required. Fully branded with your logo and colours.

Included free on Pro plan -- no extra charge per portal

What Your Clients See

A clean, professional portal that makes you look like an agency -- even if you are a solo freelancer.

YB
Your Brand StudioClient Portal for Acme Corp
Active
Overview
Files3
Invoices1
Messages2
ProposalAccepted
ContractSigned
Invoice$4,500 Due
Messages2 New
Recent Activity
Invoice #1042 sent
2 hours ago
Contract signed by both parties
Yesterday
3 files uploaded to portal
2 days ago
Proposal accepted by client
3 days ago

One Link. No Login Required.

Share a single secure link with your client. They get instant access to their portal -- no account creation, no passwords, no friction. Just send the link and they are in.

https://dealpilot.app/portal/acme-corp-a7x9k
Copy Link
No account creation -- clients click and they are in
Secure token-based access with automatic expiration
Works on any device -- desktop, tablet, or mobile

Everything Your Client Needs, In One Place

Files. Invoices. Messages. Branding. Four pillars of a professional client experience.

File SharingUpload and share documents, deliverables, and assets. Your client downloads from one organised place -- no more email attachments.
Drag-and-drop upload
Organised file list with timestamps
Direct download for clients
Invoices with Pay NowInvoices appear right in the portal with Stripe-powered Pay Now buttons. Clients pay instantly without leaving the page.
Stripe Pay Now integration
Invoice status tracking
Payment confirmation receipts
Real-Time ChatBuilt-in messaging replaces endless email threads. Discuss deliverables, request revisions, and share updates in context.
No email back-and-forth
Message history preserved
Instant notifications
Fully BrandedAdd your logo, brand colours, and business name. Every portal feels like an extension of your brand, not a third-party tool.
Custom logo upload
Brand colour theming
Professional domain feel

How It Looks to Your Client

From receiving the link to paying the invoice -- here is the client experience, step by step.

Step 1Client Gets a LinkYou share a single portal URL via email, Slack, or any messenger. No signup forms, no passwords.
Step 2Client Opens Their PortalThey see their branded portal with proposal status, documents, invoices, and a chat thread -- all in one place.
Step 3Client Reviews & ApprovesThey review the proposal, accept terms, sign the contract electronically, and approve milestones.
Step 4Client Pays InstantlyThey click the Pay Now button on their invoice and complete payment via Stripe. You get paid, they get a receipt.
Stories

Freelancers Love Their Portals

See why client portals are the most loved DealPilot feature.

“My clients love the portal. They can see their proposal, download files, and pay invoices all from one link. It makes me look incredibly professional.”
Rachel K.
Brand Strategist
“Before DealPilot, I was sending files through Google Drive, invoices through Stripe, and updates over email. Now it's all in one place.”
Marcus T.
Web Developer
“The no-login requirement is genius. I send one link and my clients can do everything. No passwords, no friction, no support tickets.”
Priya M.
UX Consultant

Your AI envoy. Every client, every deal.

Give Every Client a Premium Experience

Create branded client portals with files, invoices, and chat -- all from one shareable link. No login required.

Free forever plan -- No credit card -- Pro portals from $12/mo