Branded client workspace
Each client signs in to a portal scoped to their own account — projects, milestones and progress, with nothing from other clients in sight.
Client portal software your clients will actually use
Opreveo gives every client a secure workspace where they can follow progress, approve deliverables, exchange documents, message your team and settle invoices — while your internal notes, other clients and staff-only work stay private.
- Invite clients by email
- Per-record client visibility
- Approvals with audit trail
What the client portal includes
Document approvals & sign-off
Send deliverables for review, capture an explicit approve or reject decision, and keep the decision, the person and the timestamp on the record.
Controlled document sharing
Organise files in folders and mark exactly what is client-visible. Storage access is enforced by the same visibility rules, not just the UI.
Client conversations
Dedicated client conversations sit alongside internal team chat, so client-facing discussion never mixes with internal threads.
Invoices & payment
Clients see their invoices and outstanding balance in the portal and can pay through a secure payment link.
Audit trail
Project activity timelines record the major events — status changes, approvals, uploads — so there is always a record of what happened and when.
How it works
- 1
Add the client
Create the client record with its account owner, projects and invoices.
- 2
Invite their contacts
Send a branded email invitation; each contact creates their own secure account.
- 3
Choose what they see
Mark documents, milestones and conversations client-visible as work progresses.
Client portal FAQ
What is client portal software?
Client portal software gives each of your clients a secure, logged-in space to see project status, review and approve deliverables, exchange documents, message your team and view invoices — instead of tracking it all through email threads.
How do clients get access?
You invite a client contact by email from the client record. They receive a branded Opreveo invitation, create their own user account and are added to your workspace with a client role — so their account is separate from your internal team.
Can clients see internal notes or other clients' data?
No. Every workspace is isolated, and client users only reach records linked to their own client account. Documents, milestones and conversations each carry an explicit client-visibility flag, enforced at the database level rather than only hidden in the interface.
Do clients need a paid seat?
Client portal users are external collaborators on your workspace, not internal staff seats. Your plan governs your team; clients you invite get portal access to their own account.
Give your clients a portal, not another email thread
Set up your workspace, add your first client and send a portal invitation in minutes.