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

Updated 2026

Watch Client Portal in action

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About Client Portal

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.

Centralized workspace

All active projects, deliverables, and communications in one clean client-facing view.

One-click payments

Clients can review unpaid invoices and complete payments instantly online.

Contract eSigning

Clients can review agreements and execute legally binding electronic signatures.

What You Can Do with Client Portal

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.

Client Portal 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.