Client Portal

A portal your clients will actually use

Most client portals sit empty because they're hard to access and confusing to navigate. Portico's portal is one click from an email — no password, no app download — and shows clients exactly where they stand.

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The portal nobody uses

You set up a client portal. Clients still email you asking for updates.

Too many logins

Clients already have 50 passwords. Adding another account to check their onboarding status means they'll just email you instead.

Confusing navigation

Generic portals serve messaging, files, invoices, and forms through the same interface. Clients cannot find what they need without a walkthrough.

No progress visibility

Clients do not know if their onboarding is 20% done or 90% done. They cannot see what is completed and what is still needed.

Your brand disappears

Third-party portal URLs, generic logos, and "Powered by" badges undermine the professional impression you've built.

Client portal with onboarding progress
Clients see their onboarding status, completed steps, and what's needed next — all under your brand.

Documents tab in client portal

Submitted documents, signed agreements, and uploaded files — all accessible from one place.

Branded portal with custom logo and colors

Your logo, your colors, your domain. The portal looks like it's yours.

How it works

From setup to done

1

Send the onboarding

Your client receives a branded email with a magic link. One click opens their portal — no account, no password.

2

Clients see their status

The portal shows onboarding progress, completed steps, outstanding items, and deadlines. No confusion about what's done and what's left.

3

Access submitted materials

Clients can view their form responses, signed documents, and uploaded files anytime by clicking the same link.

4

You see everything from your dashboard

Your team sees every client's portal status from a single dashboard. Who's done, who's stuck, what's overdue.

What's included

Magic-link access

One click from email. No passwords, no accounts, no app downloads. Clients are in their portal instantly.

Your brand everywhere

Logo, colors, and custom domain. Clients see your brand — not a third-party tool.

Step-by-step progress

Visual progress tracking shows clients exactly what's completed and what's needed next.

Document access

Clients can view submitted documents, signed agreements, and uploaded files from their portal.

Secure by default

Magic links are single-use and scoped to one client. No shared accounts, no password leaks.

Multilingual

Portal renders in the client's language. 9 locales supported.

Frequently Asked Questions

Related pages

Give your clients a portal they'll actually use

Start free. Magic-link access, branded portal, progress tracking. No credit card required.

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