As a freelancer, you need to manage client communication, deliver files, and send invoices — without paying for bloated project management software.
Sound familiar?
If any of these hit close to home, you’re not alone.
Client requests, file approvals, payment confirmations — it all comes through email. Finding anything takes forever.
You email attachments or share messy Google Drive folders. It doesn't reflect the quality of your work.
You create invoices in Google Docs, send them via email, then follow up when clients forget to pay.
Basecamp, Monday, Asana — they're built for teams of 20. You just need something clean and simple for 1-on-1 client work.
The solution
A dedicated portal that fits the way you already work.
Give each client a branded portal where they can see their tasks, files, and invoices. It feels polished and intentional.
No Gantt charts or sprints. Just clear task statuses — New, In Progress, Done — that you and your client both understand.
Upload deliverables to organized folders. Clients download final files without digging through email attachments.
Create and send invoices without a separate tool. Clients see their invoice history right in the portal.
In practice
Your client logs into the portal and creates a task describing what they need — a new landing page, a brand guide revision, a consulting report.
Attach the completed work to the task, add a comment explaining your approach. The client replies with feedback.
Mark the task as complete, generate an invoice linked to the work, and the client receives it in their portal.
Key features
The features that matter most, described in your language.
Track client requests with clear status labels. No complex boards or swimlanes — just what you need.
Deliver work through a clean, organized file section. Clients download exactly what they need.
Create invoices, link them to tasks, and track payment status — all without leaving your WordPress site.
Clients log in with just their email — a one-time code, no password to remember. Simple for them, secure for you.
Discuss deliverables directly on each task. Rich text, file attachments, and a clear conversation history.
Customize the portal with your logo and colors. Clients see a professional experience branded to you.
More use cases
Set up takes less than five minutes. Try it risk-free with a 14-day money-back guarantee.
Get DS Client Portal