Help guide
How to use the client portal
Give each client one place for files, invoices, and project updates.
November 9, 2026 · 5 min read
- Step 1
Create a portal for the client
From Portals, add a new portal and link it to the client and project.
- Step 2
Add what they need
Share files, invoices, and project updates in one place.
- Step 3
Share the private link
Send the portal URL to the client. The link is specific to their portal.
- Step 4
Use messages instead of email threads
Keep project questions in one place so decisions are easy to find later.
- Step 5
Review before final delivery
Check that files and invoices are current before you hand over the finished work.
More guides
How to generate a proposal in DealPilotHow to send a proposal clients actually openHow to get a proposal signed without chasingHow to edit a proposal after it is generatedHow to edit the Why Us sectionHow to set up your brand kitHow to create a contract from a proposalHow to add a payment link to a proposalHow to see when a client opens your proposalHow to follow up on a sent proposal in DealPilotHow to send an invoice from a proposal or time entriesFreelance business blog
FAQ
Quick answers
No. Each portal is scoped to its own client.
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