Feature · Client portal

One link that answers every client question

“Where are the files?” “What did I approve?” “What's left to pay?” The client portal answers all of it: scope, approval action, payment state, and locked/unlocked deliverables on a single branded page.

Clients are lost in your process, and it costs you

Your delivery flow is spread across email, chat, a file share, and an invoice PDF. Every handover generates a dozen “quick questions” and every question delays approval and payment. Clients don't need another tool to learn — they need one page that makes the state of the project impossible to misread.

Who this is for

  • Freelancers tired of re-explaining project status
  • Studios that want delivery to feel as designed as the work
  • Clients who won't sign up for yet another platform
  • Teams standardizing handover across every project

How it works

  1. 1

    Share the handover link

    Each project has one portal URL with an unguessable token. Send it in email or chat — no client login.

  2. 2

    Client sees the whole picture

    Your brand at the top, then: what they're reviewing, the agreed scope, previews, the approve action, payment status, and final files with clear lock states.

  3. 3

    Actions happen in place

    Approve, request changes, check what unlocks after payment — the next step is always obvious.

  4. 4

    You watch progress from the workspace

    Approval, payment, and download events land on the project's proof timeline in your dashboard.

Your branding

Portal pages carry your name and brand — clients experience you, with Proofmark's records underneath.

Live handover status

A status chip states exactly where things stand: awaiting sign-off, awaiting payment, files unlocked, or complete.

Clear lock explanations

Locked files say why they're locked and what unlocks them, which quietly does your payment chasing for you.

Revocable any time

The portal link can be revoked instantly — open sessions are redirected and downloads refused.

Frequently asked questions

Do clients need to create an account?

No. The portal works through a secure tokenized link. Clients click and they're in.

Can I revoke a portal link after sending it?

Yes, instantly. Revocation cuts off open portals and refuses further downloads on that link.

What does the client see about payment?

The payment state (pending, marked paid, confirmed), the amount and method you set, and which files unlock once payment is confirmed.

Is the portal indexed by search engines?

No. Portal URLs are excluded from indexing and carry unguessable tokens.

Send your first handover link in minutes

Free plan includes one full handover — approval link, payment-gated files, and a proof certificate.

Create your free account