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Client portal · included in every SoloWOS plan

Client portal software for freelancers

One link per client, with everything you've sent them and what's waiting on them.

Create a portal link from a contact and send it to the client. They see upcoming meetings they can reschedule, files waiting for their approval, documents to sign, proposals, shared documents and invoices with a pay button. No account and no password to remember.

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14 days free, no card needed · Then Basic for $2/month

IN SHORT

The SoloWOS client portal is a private page per client with their upcoming meetings, files to approve, documents to sign, proposals, shared documents and invoices they can pay by card. Clients open it from a link, without an account, and you can replace or turn off the link anytime. Every plan includes it: Basic costs $2/month after a 14-day free trial, Solo $15/month for one user and Team $35/month for up to 3.

Prices and limits as of .

How it works

  1. 1

    Open a contact

  2. 2

    Create their portal link

  3. 3

    Send it to the client

  4. 4

    They review, sign, approve and pay from one page

What you get

Everything in one place

Meetings, documents to sign, proposals, shared PDFs and invoices for that client, newest first.

File approvals

Upload a design or a PDF for review. The client approves it or asks for changes with a comment, and each new version keeps the history.

Pay and sign from the portal

Unpaid invoices have a View and pay button; signature requests open straight to signing.

Book and reschedule

Clients book a new meeting or move an existing one from the same page.

Your branding

The portal uses your workspace name and brand color, not ours. On Solo and Team you can also hide the SoloWOS badge at the bottom.

Private by link

Each link is long and random. Replace it and the old one stops working; turn it off whenever the project ends.

Works with these tools

What it doesn't do

  • Client accounts with passwords
  • Client file uploads
  • Messaging or chat inside the portal

Questions

Do clients need an account?
No. The portal opens from its private link. Anyone with the link can see it, so tell clients not to forward it, and replace the link if it leaks.
Can clients upload files?
Not today. Clients can approve your files or request changes with a comment, but they can't upload their own files to the portal.
Can I use my own domain for the portal?
The portal page itself stays on solowos.com. The pages it links to, like signing, invoices and bookings, can run on your own subdomain on Solo and Team, set up in Settings > Advanced > Custom domain.
Does it cost extra?
No. It's part of SoloWOS, along with 13 tools, for $15/month on Solo. There are no add-ons.

Related pages

All 13 tools, for $15/month

14 days free, no card needed · Then Basic for $2/month.

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