Give clients their own space
A branded portal where clients view invoices, sign proposals and contracts, track project progress, and access shared files. They stop emailing you for updates. You stop digging through threads to resend attachments.
Invoices
View, download, and pay
Proposals & contracts
Sign directly in the portal
Projects & tasks
Progress visible to clients
Configurable sections
Show only what's relevant
Clients see what needs their attention
When clients log in, a personalised dashboard with your custom welcome message shows overdue invoices, proposals waiting to be signed, and contracts to review. Sidebar navigation covers Invoices, Proposals, Contracts, Projects, and Tasks — each section only shows items shared with that client. Branded with your workspace logo.
- Pending items highlighted with clear action prompts
- Clients log in with email — no separate account needed
Read, sign, and download — without leaving the portal
Clients open proposals and contracts, read every clause, and sign with a typed signature. Invoices show the full line-item breakdown and export as PDF. Projects and tasks display current status, due dates, and priorities. No email attachments. No back-and-forth.
- Sign proposals and contracts directly in the browser
- Status updates instantly when clients take action
Toggle sections on or off
Not every client needs to see tasks or projects. Turn individual portal sections on or off per workspace. Set a custom welcome message that greets clients by name when they log in.
How it works
Three steps. That's it.
No setup wizards, no onboarding calls. Just start using it.
Turn on the portal
Enable Client Portal in workspace settings. Pick which sections to show: invoices, proposals, contracts, projects, tasks.
Share the login link
Clients verify with their email. No separate account, no password to remember.
They help themselves
Clients view invoices, sign proposals and contracts, check project progress, and see assigned tasks. You get notified when they act.
Why it matters
Fewer 'can you resend that?' emails
Clients log in and find invoices, proposals, contracts, and project updates. Everything is in one place — no digging through inboxes.
One place to review and sign
Proposals, contracts, and invoices live in the portal. Clients read, sign, and download without scattered links or forwarded threads.
Your logo, your brand
The portal displays your workspace logo and name. Clients see a space that looks like yours, not a third-party tool.
Works with everything else
Every feature in Illusly is connected. Here's what pairs naturally.
Invoicing
Clients view and download invoices in the portal.
ExploreProposals
Clients review and sign proposals.
ExploreContracts
Clients e-sign contracts directly.
ExploreFAQ
Common questions
Do clients need to create an account?
No. They log in with their email and receive a verification code. No password, no separate sign-up.
Can I control which sections clients see?
Yes. Toggle invoices, proposals, contracts, projects, and tasks on or off. Each client sees only what you enable.
Does the portal show my branding?
Yes. Your workspace logo and name appear on the portal. Clients see your brand, not Illusly's.
Can clients sign proposals and contracts in the portal?
Yes. They review the full document and sign with a typed signature, directly in the browser.
Can I add a custom welcome message?
Yes. Write a greeting that addresses clients by name when they log in.
See if it fits.
Free plan. No credit card. Takes a minute.