Stop sending invoices as email attachments and chasing approvals over WhatsApp. The Builtomate Client Portal gives every client a branded, password-protected space where they can view invoices, download files, read project updates, and send messages — all without needing an account themselves.
Free plan included · No setup required · Cancel anytime
The Problem
Most freelancers deal with these frustrations every week. Client Portal in Builtomate fixes all three.
Clients reply "I can't find the invoice" — buried in a thread from 3 months ago
No professional way to share project files — sending WeTransfer links like it's 2010
Client questions scatter across email, WhatsApp, and DMs — you lose track of what's been answered
Capabilities
Every tool you need for client portal, without the learning curve.
Clients see all their invoices in one place — outstanding, paid, overdue. They can download PDFs and know exactly what they owe without hunting through emails.
Upload deliverables, briefs, contracts, or any file directly to the portal. Clients download them whenever they need — no expiring links, no Dropbox confusion.
Clients can send messages directly in the portal. You reply from your dashboard. Everything is logged in one thread — no more lost context across email chains.
Workflow
Get up and running in minutes. No training needed.
Add your client to Builtomate. Set their name, email, and company details — takes 30 seconds.
Each client gets a unique secure link. Share it once and they can always access their portal — no account needed on their end.
Invoices, files, and messages all live in the portal. Clients stay informed, you stay organized, and back-and-forth drops dramatically.
Built into Builtomate — no extra app, no integrations needed
Getting Started
Practical advice from freelancers who use Builtomate every day.
Send the portal link in your project kickoff email — set the expectation that this is where everything lives from day one.
Upload your signed contract to the portal immediately after signing. It's always there if either party needs to reference scope.
Use the messages tab instead of email for project questions. The full thread lives in one place and is searchable even months later.
Upload final deliverables to the files tab before you send the completion email — clients can download them any time, even after the project ends.
For retainer clients, the portal is especially powerful — they can always see which invoices are paid and which are coming up without asking you.
If a client says they "never got" an invoice, the portal proves it was there — logged, timestamped, and accessible to them.
FAQ
Explore more
Generate professional invoices and get paid faster — auto-filled from tracked time.
Explore →Drag-and-drop task board with custom columns across every project.
Explore →Custom client questionnaires before projects start.
Explore →Join freelancers who run their entire business in Builtomate. Start free — no credit card needed.
Free plan included · No setup · Cancel anytime