Talking to a client
One private conversation per client. Nobody else can read it.
Every client gets one conversation with you, on the page they are already using — instead of a reply-all email chain, or a DM on whichever app happened to be open that day. It is not a team inbox and it is not a broadcast tool. One conversation, one client, you on the other end.
No card. Two questions. Your first 2 clients are free.
How it works
Three steps, start to finish.
No settings screen to get right first. Pick the thing, change the words, send it.
- 01
It is already there
Every client page has one from the moment you add them. Nothing to switch on, and nothing for the client to sign up for.
- 02
You both write in it
They ask, you answer, in order, with the date on everything — up to 10,000 characters a message, which is more than anyone needs.
- 03
It stays with the work
The conversation sits beside the contract they signed and the bill they paid, so "what did we agree about the extra day" has one place to be looked up.
What's included
What it actually does.
Read off the product rather than written to sound impressive — every line below is true of it as it ships today.
One conversation per client
Not per job, not per page — per person. So a client never ends up with two half-finished conversations with you and no idea which one you read.
Private because of how it is built
A client can only ever open their own. There is no shared inbox, no way to browse somebody else’s, and no link that could be forwarded to reach one.
You can see who is waiting
Anything unread is marked, so when you sit down you can tell at a glance who has been left hanging.
Ordinary writing, in order
No read receipts to manage, no typing dots, no disappearing messages — a plain record of what was said and when, which is what actually protects you later.
Nothing to write
These are already written. You just send them.
19 documents come with your portal — contracts, forms, checklists and two short guides about money. 5 documents are on the free plan, the rest on any paid one. Every word in them is yours to change, and they are starting points rather than legal advice.
Getting started
- New client questionnaireFree
- How we work togetherFree
- Brand and audience questionnaire
- New client onboarding checklist
Agreements
- Simple services agreementFree
- Monthly retainer agreement
- Mutual non-disclosure agreement
- Statement of work
- Photo and video release
- Subcontractor agreement
Money
- Payment terms and late fees
- Chasing an unpaid invoice
- Pricing your services
Running the work
- Kickoff checklistFree
- Change request
- Approval and revisions
Ending well
- How did we do?Free
- Offboarding checklist
Straight answers
A couple of things worth asking.
Is this a group chat?
No. It is one private conversation between you and one client. There is no way to add a third person to it, and no view that shows every client at once.
Can a client message me whenever they like?
Yes, it is an ordinary back-and-forth, not a ticket queue. Either of you can write at any time, and neither of you has to be online for it.
Does my client pay to use it?
Never. Your clients use OurPortal free, on any number of devices, on every plan including the free one — which carries 2 clients at a time.
Ready when you are
Your next client can start properly.
Every part of the software is on every plan, the free one included. Your first 2 clients cost nothing and there is no card to enter.
No card · Two questions · Your first 2 clients are free