For consultants, agencies, and professional firms
Run client work from proposal to paid in one portal.
A branded client portal where clients sign, share files, see project status, and pay you. Built in about two weeks.
$399 to startthen $199/month, SuiteDash Pinnacle included
Built in about two weeksAbout 2 hours of your time
Already own SuiteDash? $399 + $119/month·Prefer one payment? $1,985 one-time
Want to see it first? Join the free live workshop on Dec 8th
The problem
Client admin eats the hours you meant to bill
Scope gets agreed on a call and nowhere else
Then the project grows and there's nothing signed to point to.
Files are spread across email and shared drives
Everyone has a different version of the latest draft.
Clients ask where things stand
You write update emails instead of doing the work they're asking about.
What we build
The core build fits a professional firm
This is our One-time setup scope configured for a consultancy, agency, or professional practice. Same two-week build, on the all-in plan or pay-in-full.
| Portal deliverable | What it does for your firm |
|---|---|
| White-labeled portal with your own URL | Clients log in to your firm's portal, not a vendor's |
| Email sent from your firm's domain | Proposals, updates, and invoices land in inboxes, not spam |
| Onboarding form with welcome email | New clients give you what you need before the kickoff call |
| Sales pipeline | Every open proposal in one view, from first call to signed |
| Proposal and contract template with e-signature | Scope and fees are signed before work starts |
| Client folders with file permissions | Deliverables and client files live in one place per client, not in email threads |
| Client messaging | Client questions arrive in one place, not your personal inbox |
| Project template with client-visible stages | Clients see where their engagement stands without asking |
| Invoice template with payment gateway | One-time, milestone, and recurring retainer invoices paid by card |
| 3 automations | Client onboarding, stage-change updates, payment reminders |
| CSV client import | Your existing client list comes in with you |
| Staff roles and two-factor sign-in | Team members see only their clients, and every login is protected |
How it works
Two weeks and about two hours of your time
You spend roughly 2 hours total across intake and review. We do the rest.
0
Week 0: Intake week
You send your client list, a sample proposal, and your invoice terms. We map how an engagement moves from first call to final invoice.
1
Week 1: Build week
We configure the portal, onboarding form, proposal template, project stages, and automations against your actual process.
2
Week 2: Handoff
A recorded walkthrough, your documentation, and a portal ready for clients.
Why SuiteDash
One portal for every client and every engagement
- Flat monthly pricing with unlimited staff, so adding a contractor or associate costs nothing extra
- Proposals, files, project status, and invoices in one login for each client
- Your branding on every client touchpoint: login page, emails, proposals, invoices
Proof
Built by a SuiteDash Validated Agency Partner
Run And Scale is a service of Pure Source, LLC, a SuiteDash Validated Agency Partner. See how an estate planning firm, a bookkeeping practice, and a consulting practice run on SuiteDash →
Choose your plan
Start 2027 with one client portal
Same build on both plans. Book a planning call if you want to talk through your process first.
Most popular
All-in plan
$399 today, then $199/mo
12 monthly payments, the first one 30 days after kickoff
SuiteDash license
- SuiteDash Pinnacle included ($99/month on its own)
Your complete setup, built for your industry in two weeks
- White-labeled client portal on your own web address
- Email sent from your own domain, so it lands in inboxes
- Sales pipeline and proposals with e-signature
- Intake form, welcome email, and your client list imported
- Project template, client folders, and file permissions
- Client messaging in one place
- Invoicing with online payments
- Staff roles and two-factor sign-in
- 3 automations: client onboarding, task notifications, payment reminders
- Launch test, recorded walkthrough, and video guide
Support, all year
- Up to 2 hours of changes every month: forms, automations, templates, fixes
After year 1: keep Pinnacle at $99/month, or Pinnacle with support at $149/month.
Talk to us firstBring your own SuiteDash
$399 today, then $119/mo
12 monthly payments, the first one 30 days after kickoff
SuiteDash license
- Built on the SuiteDash license your firm already has
Your complete setup, built for your industry in two weeks
- White-labeled client portal on your own web address
- Email sent from your own domain, so it lands in inboxes
- Sales pipeline and proposals with e-signature
- Intake form, welcome email, and your client list imported
- Project template, client folders, and file permissions
- Client messaging in one place
- Invoicing with online payments
- Staff roles and two-factor sign-in
- 3 automations: client onboarding, task notifications, payment reminders
- Launch test, recorded walkthrough, and video guide
Support, all year
- Up to 2 hours of changes every month: forms, automations, templates, fixes
After year 1: support continues month to month.
Talk to us firstPrefer one payment? A one-time setup is $1,985 on your own SuiteDash license. See the one-time option →
FAQ
Common questions
We already use a project tool and a separate invoicing app. Why change?
If clients never need to see inside them, you may not need to. We're a fit when clients get files by email, ask for status updates, and sign proposals in a third tool. One portal replaces that back-and-forth.
Can it bill monthly retainers?
Yes. Recurring invoices bill on a schedule and clients pay by card. One-time and milestone invoices work from the same template.
Will clients actually log in?
They do when the portal is the only place they get what they need: their files, their invoice, and their status. The build sets it up that way, and the welcome email shows them how in one step.
Can you move our client list in?
Yes, a simple CSV client import is included. Larger migrations, like years of files or project history, are quoted separately.
What happens after launch?
On the all-in plan, support continues all year (up to 2 hours of changes a month). If you paid in full, you get 14 days of after-care, then an optional $119/month Support Plan.
How much of my time does the build take?
About 2 hours total across intake and review. We do the rest.
Give every client one place to find everything.
Start now, or book a 20-minute planning call and we'll tell you honestly whether it's a fit.
Last updated: 2026-11-10