The core
Branded client portals
Your logo, your colors, your domain. Clients log into a portal that looks and feels like your product — not a third-party tool.
- Your logo, sidebar & colors
- Custom domain (Growth+)
- No Kliport branding (Growth+)
Features
One portal for your whole client operation
Kliport keeps delivery and billing together so your team and your clients always see the same truth.
Built around the work you already do
Not another generic dashboard to learn — a workspace shaped like a client project.
Delivery
Projects & tasks
Break engagements into projects, assign tasks, and keep priorities, statuses, and due dates visible to everyone who matters.
- Statuses, priorities & assignees
- Per-project client task access
- Bulk status updates
Storage
Secure file sharing
Share contracts, proofs, and deliverables through encrypted cloud storage. Clients only ever see files meant for them.
- Nested folders, up to 5 levels
- Signed links that expire
- 100 MB – 2 GB per file by plan
Billing
Invoicing
Build line-item invoices with tax and currency support, track sent, paid, and overdue status, and email or print clean PDFs.
- Multi-currency (USD, EUR, GBP, CHF)
- Sequential numbering & tax
- Email invoices with your branding
Automation
Intake & payment forms
Build branded multi-step forms that collect information and accept payments via Stripe, PayPal, or bank — and auto-create clients, projects, and invoices on submission.
- 11 field types
- Service pricing & add-ons
- Auto-create client, project & invoice
Relationships
Client management
One record per client with their projects, files, tasks, invoices, and outstanding balance — no more digging through inboxes.
- Client profile per company
- Linked projects, files & invoices
- Outstanding balance at a glance
Roles
Team collaboration
Invite your team with owner, admin, or member roles. Everyone sees the right workspace; clients see only theirs.
- Owner, admin & member roles
- Strict per-client isolation
- Client role scoped to their work
Insights
Billing dashboard
Revenue, outstanding, and overdue at a glance — one calm place to see where money stands across every client.
- Outstanding & overdue totals
- Collections view per client
- Updates as invoices move
The bridge
See plansDelivery and billing, together
Forms feed clients into projects, projects feed invoices, and everything shows up in one calm dashboard — no re-typing between tools.
How it connects
From first touch to paid, in one flow
1
A client submits your form
They land on a page carrying your brand, fill in their details, and optionally pay through Stripe, PayPal, or bank transfer.
2
Kliport does the paperwork
A client record, a project, and an invoice are created automatically — plus an email notification and an activity log entry.
3
You deliver in the portal
Assign tasks, share files, and chat with the client — everything they need lives in one branded workspace they can log into anytime.
4
Get paid, see it in the dashboard
Invoices move from sent to paid, the client sees their balance, and your dashboard tracks outstanding and overdue amounts.
The details
Small tools that keep things calm
Real-time chat
Direct or group conversations with team and clients — right where the work lives, with unread tracking and message previews.
Activity & notifications
Every action is logged and surfaced through a notification bell, so the whole team stays informed without checking in.
Services catalog
Define fixed and recurring services once, then reuse them in invoices and payment forms with pricing that stays consistent.
Ready to try it?
Start your free trial and set up your first branded workspace today. All plans start with a 14-day free trial.
Start free trial