Free live workshop for consultants, agencies, and professional firms

Run client work from proposal to paid in one portal.

See a working client portal for a professional services firm: signed proposals, onboarding, shared files, project status, and retainer invoicing. Bring your questions.

Tuesday, December 8th1:00 PM ET

45 minutes
Live Q&A

What you'll see

Tour a finished professional-services portal

Walk through a whole client portal for a demo consulting firm. We follow one engagement from signed proposal to paid invoice, and show how each piece is set up so you can adapt it to your firm.

A new client signs a proposal online, with scope, fees, and what's not included spelled out
Signing kicks off onboarding: a welcome email and a form that collects what the project needs
Each engagement moves through stages the client can see, with an update sent when a stage changes
Drafts and deliverables kept in one shared folder per client instead of email attachments
Retainer and milestone invoices paid by card inside the portal, with automatic reminders
A dashboard that shows open proposals, active engagements, and unpaid invoices at a glance
Live Q&A: bring the part of client delivery that eats the most admin time

Can't make it live? Register anyway. Everyone registered gets the replay. See what we build for professional services firms →

Last updated: 2026-11-10