ALL SOLUTIONS FOR SERVICE BUSINESSES

A better way to
work with clients.

Project updates in one email. Files in another. Approvals somewhere else. Bring your client experience together in one organized workspace.

$79/mo+ $399 one-time setup
portal.yourbusiness.com / overviewDEMO UI
CLIENT WORKSPACE ● Secure access
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Everything you need, all in one place.
Active projects032 on track
Shared documents18View files →
Open requests02Needs attention
Project updatesView all →
Website refreshDesign approval
In review
Growth strategyPlanning phase
On track
Recent activity
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Proposal approvedToday, 9:42 AM
New documentYesterday
Illustrative interface preview. Your final setup may differ.
THE ESSENTIALS

Everything in its
right place.

Start with the functions that solve a real problem. We help configure the details around the way you work.

Client-facing workspace

Give clients a central place to see shared information and the next steps.

Documents in one place

Keep important client files accessible without endless attachment searches.

Project visibility

Make milestones, tasks, and updates easier to follow.

Branded experience

Present a more consistent experience with your business identity.

BUILT FOR REAL TEAMS

Feels right for
your kind of work.

A useful system should fit into the way you serve customers — not force everyone to learn a completely new process overnight.

Consultancies & professional services
Creative and marketing agencies
Project-based service firms
SIMPLE STARTING PACKAGE

Set up properly.
Priced clearly.

We handle initial setup, walk you through it, and confirm the essentials work before you launch.

Included in standard setup

One configured client portal workspace
Brand colors, logo and navigation
Core document and project structure
User roles and access setup
One admin walkthrough and initial testing

Complex CRM pipelines, advanced automations, custom API integrations, and bulk data migration are scoped separately. Availability depends on the selected plan.

STARTING PACKAGEMOST TEAMS START HERE
One-time setup$399
Ongoing subscription$79/month

Final scope, feature availability, and support terms are confirmed in your proposal before payment.

Discuss your setup
Practical onboarding and agreed support
A FEW DETAILS

Good questions.
Clear answers.

Can my own clients log into the portal?
Yes, client access is a central use case. We will confirm the account structure and permissions during setup.
Does it replace my entire CRM?
Not necessarily. The starter offer prioritizes the client experience. Sales pipelines and advanced workflows may require an upgraded plan.
Can you migrate our existing documents?
A small initial structure is included. Larger migrations or unusual file structures are quoted separately.
LET'S GET STARTED

Give clients a home for their work.

Tell us a little about your business. We'll show you the relevant workflow.

Request a walkthrough