Replace email threads and Google Drive chaos with a clean portal your clients will actually enjoy using. Tasks, files, invoices — all in one place.
Everything you need
No bloat, no feature creep. Just the essentials to keep your client work organized.
Clients submit requests and track progress through clear status stages. No more lost emails.
Upload, organize, and share files securely. Stored outside public directories with access controls.
Create, send, and track invoices. Link tasks directly to line items. Draft, Sent, Paid, Overdue tracking.
Clients enter their email, receive a one-time code, and they’re in. No passwords to manage or forget.
Discuss tasks with formatted comments. Bold, lists, links — plus file attachments on every message.
Automatic emails for task updates, new comments, invoice alerts, and status changes. Fully configurable.
Your logo, your colors, your welcome message. Clients see your brand, not ours.
Standard WordPress architecture. No frameworks, no build steps. Lightweight, fast, and works with any theme.
Connect to Zapier, Make, n8n, or any HTTP endpoint. Outgoing webhooks fire on task, invoice, and file events — automate your workflow.
Get started in minutes
Upload to WordPress, activate, enter your license key. Done in under a minute.
Create client accounts from WP Admin. No passwords needed — they’ll use email OTP.
They visit your portal, enter their email, get a code, and see their tasks, files, and invoices.
Built for your industry
See how teams like yours use DS Client Portal to stay organized.
Revision tracking, design file sharing, and milestone billing.
→Campaign approvals, report delivery, and retainer billing.
→Professional file delivery and simple invoicing without the bloat.
→Secure document collection and engagement tracking.
→Privileged document sharing, matter tracking, and legal billing.
→Concept presentation, revision management, and asset delivery.
→Support tickets, documentation library, and service billing.
→Drawing delivery, design approvals, and phase-based invoicing.
→Simple pricing
Core portal features are free forever. Upgrade to Pro for invoicing, webhooks, and full customization.
Billed annually. Cancel anytime.
One-time payment. Updates forever.
Billed annually. Cancel anytime.
One-time payment. Updates forever.
Billed annually. Cancel anytime.
One-time payment. Updates forever.
All Pro plans include a 14-day money-back guarantee. Powered by Lemon Squeezy.
Questions
/portal/ URL with its own templates. It doesn’t interfere with your theme at all. Your main website stays exactly as it is.Give them a portal they’ll actually use. Free to start, set up takes less than five minutes.
Get Started Free