A dedicated, branded hub for your clients

Give your clients a professional dashboard to review project progress, sign contracts, and pay invoices.

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Undesk Team

20 Jan 2027

Watch Client Portal in action

Coming soon (2:45)

About This Feature

The Undesk Client Portal elevates your client experience. Instead of scattering deliverables across email threads and chat apps, clients receive a secure, polished link to access their project timeline, approve milestones, view invoice receipts, and execute contracts with complete transparency.

What You Can Do

Provide clients with an organized view of their projects and timeline status.

Allow clients to review and pay invoices via secure online payment gateways.

Present contracts and proposals for instant eSignature.

Eliminate repetitive status update emails with real-time milestone visibility.

Requirements

Clients do not need paid Undesk accounts to access their portal.

Portal access is scoped strictly to the client's assigned company and projects.

Works on desktop and mobile browsers without requiring software installation.

Frequently asked questions

Everything you need to know about how this feature works.

No, clients access their branded portal securely via private invite links or project access credentials.