A clean, branded portal where each client sees their projects, the hours behind each invoice, and their payment history. They raise a dispute with a comment instead of an email. The numbers settle the argument. One link. No back-and-forth.
| Project | Hours | Billable |
|---|---|---|
| Atlas redesign | 142h 30m | $20,663 |
| Pricing teardown | 14h 00m | $2,030 |
Every client gets their own portal — only their projects, only their hours, only their invoices. Open an invoice and they see the hours that built it: project, week, total. No support ticket, no Friday-afternoon export, no waiting on the agency.
Each invoice line ties back to the hours that built it. Clients hover a row, see the week, the project, the total. They can download a PDF or a statement of account at any time. The portal is read-only — they can’t edit the underlying numbers, only see them.
| Description | Hours | Rate | Amount |
|---|---|---|---|
| Atlas redesign · May | 142.5 | USD 145 | USD 20,663 |
| Pricing teardown · May | 14.0 | USD 145 | USD 2,030 |
Each client has portal access by invitation. Sign-in is a magic link sent to their email — they click it, they are in. No password to set, forget, or rotate. The link is short-lived and single-use; sessions are scoped to one device until they sign out or the session expires.
Enter the email we have on file and we will send you a link.
The argument lives next to the number it’s about. Not in your inbox.
For sensitive engagements, you can hide individual employee names from one specific client. They still see hours, projects, dates, totals — just not who personally logged each row. Useful for confidential projects, anonymous research panels, or relationships where the partner you signed is not the partner you delivered with.
| Worked by | Hours |
|---|---|
| Designer · D-002 | 12h 30m |
| Designer · D-002 | 8h 00m |
| Engineer · E-001 | 24h 00m |
| Designer · D-003 | 14h 00m |
Internally, names stay real — only the portal view is anonymised.
Set a cadence per client — monthly, quarterly, annually. Missed periods are filled in automatically when a paused template comes back online. No silent gaps.
Every payment, refund, and credit note shows on the client’s statement. Read-only — they can see, they cannot edit.
Each client carries their own billing currency. Invoices land in USD for a US client, EUR for a EU client — automatically.
Every dispute, every edit, every comment writes to the audit log. Auditors and lawyers get a clean trail without having to ask.
Invoice and statement PDFs carry your white-label brand — name, logo, primary colour. Optional support email override for the footer.
A bell in the header and a full feed of every invoice, payment, and dispute event. Clients never miss a beat — even if they ignore email.
Every client picks which emails they want — new invoices, overdue reminders, payment receipts, dispute updates. The portal feed is always on; email is opt-out.
Clients update their own contact name, phone, address, and display timezone. No more “please change the address on this invoice” tickets.
When an invoice is sent, you see when the client opens it. Optional reminder emails fire on a cadence you control.
"Friday afternoons were the ‘send me the hours’ queue. Three clients, four exports, sometimes a Saturday."
Clients sign in. They see the hours. The export queue is empty. Disputes drop because the numbers are already visible.
"Senior clients wanted ‘more transparency’ on retainer hours. We had nothing to offer except a fresh PDF."
The portal is the transparency answer. Retainer hours, project allocation, invoice trail — read-only, branded, fits the relationship.
"Disputes used to end in a phone call, an email, and a credit note. Days of churn for a 45-minute correction."
Client flags the row with a comment. Approval queue handles it. Resolved in minutes — credit note auto-generated if needed.
The first thing our oldest client said after we turned on the portal was ‘why did this take you ten years’. We didn’t lose any clients that quarter.
Disputes used to be an email chain and a Friday call. Now they’re a comment thread. The argument lives next to the number.
14 days, full access, no card. We will pre-populate a sandbox portal during onboarding so you can hand a client a link in week one.