For small studios
One front door for every client — if one person runs them all.
Read the headline again, because it is the catch: there is one login, yours, and no way to give your team their own. If that is fine — you are two or three people and one of you deals with the clients — here is what it does.
No card. Two questions. Your first 2 clients are free.
Sound familiar
What this usually looks like.
- 01
Every project starts in whichever tools that week’s freelancer prefers, so what "working with you" feels like depends entirely on who picked it up.
- 02
A client asks where their files are or whether you got the brief, and somebody has to dig through three places to answer.
- 03
The brief and the deposit go out through two unrelated tools, so the client is checking two places before work has even started.
Where to start
What you send them first.
In this order. Everything with a name below is a document that is already written — open it, change what does not fit, send it.
- 01
Simple services agreementFree plan
The umbrella agreement, signed once, that everything else hangs off.
- 02
Statement of workPaid plans
One project pinned down: what is in it, what is not, when it is done. Attaches to the agreement above.
- 03
Your first bill
The deposit before the calendar is blocked out, not after.
- 04
Kickoff checklistFree plan
What you need from them before day one — brand files, logins, the person who actually signs off.
Nothing to write
And everything else you might need.
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.
Can my team each have a login?
No. There is one owner account per portal, and it is the main reason this may be the wrong tool for you. If everyone needs their own sign-in, buy something else — the comparison page names what.
We run two projects for the same client at once.
A portal is per client, not per project — two projects for one client share the same page, files and conversation rather than getting separate ones.
Ready when you are
Set it up this afternoon, invite your next client tonight.
Free for your first 2 clients — the whole thing, no card — and $999 once if you would rather own it than rent it.
No card · Two questions · Your first 2 clients are free