Feature

Let clients check their own hours, any time

A dedicated login where clients see their tracked time, retainer balance, and reports, removing the back-and-forth of manual updates.

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How it works

Client Portal in four steps

01

Invite the client

Send a client portal invite tied to their account.

02

Client logs in themselves

They access their own dashboard, no email request needed.

03

They see live usage

Tracked hours and retainer balance are visible as soon as time is logged.

04

Reports are available on demand

Clients can view or download their own reports whenever they want.

Why it matters

What you get with client portal

Fewer "what have you done this month" emails

Clients check the portal themselves instead of asking you for an update.

Builds trust through transparency

Live visibility into usage reduces disputes before they start.

No extra admin to maintain it

The portal reflects the same tracked time you're already logging, nothing separate to update.

Especially useful for:

FAQ

Common questions about client portal

Ready to try client portal?

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