Client Portal Setup — Give Clients Full Project Visibility
See how agencies and freelancers use Refront's client portal to share project progress, quotes, invoices, and deliverables — without granting access to internal tools.
Introduction
Clients want to know what is happening with their project without needing to send status-request emails. Refront's client portal gives them a branded, real-time view of project progress, deliverables, quotes, and invoices — while keeping your internal workflows private.
Real-World Examples
Real-Time Project Dashboard
A development agency configures the client portal to show sprint progress, completed tickets, and upcoming milestones. Clients log in and see a visual burndown chart, completed deliverables, and links to staging previews — all automatically updated from the team's internal sprint board.
Why this works:
Proactive transparency reduces "where are we?" emails by 80% and builds client confidence. The agency controls exactly which data is visible, keeping velocity and internal estimates private.
Quote and Invoice Hub
All quotes and invoices for a client are accessible through their portal. Clients can review, approve quotes, and pay invoices directly — with a full audit trail of every interaction.
Why this works:
Centralising financial documents in one portal eliminates lost-email scenarios and speeds up approval cycles. The audit trail protects both parties.
Key Takeaways
- A client portal reduces status-request communication by up to 80%.
- Branded portals reinforce your agency's professionalism.
- Centralised quote and invoice access speeds up approval and payment cycles.
How Refront Can Help
Refront's client portal is included in every plan. Set up a branded portal for each client in minutes — no coding required. Share project progress, quotes, and invoices from a single link.
Frequently Asked Questions
Can I brand the client portal with my logo?
Yes. Each portal can be customised with your logo, brand colours, and a custom domain or subdomain for a fully white-labelled experience.
Can clients submit tickets through the portal?
Absolutely. Clients can submit bug reports and feature requests directly from their portal, which flow into your Refront ticket board with automatic triage.
Is the client portal secure?
Client portals use secure authentication, with optional two-factor authentication. Clients only see data you explicitly share — there is no access to internal metrics or code.
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