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Client portal · Worklenz Business

Client portal software for agencies

Give clients their own login to raise requests, follow each request's status and talk to your team, inside the same tool you run projects in.

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Separate client logins
Requests with status history
Chat and comments

What your clients can do in the portal

Clients get their own login and a view built for them. Requests and conversations stay in one place instead of spreading across email threads.

Requests clients can follow

List the services you offer. Clients raise requests against them and can see where each request stands, without chasing your team for updates.

Client logins

Each client signs in to their own portal

Services and requests

Clients ask for work against the services you list

Status history

Every status change on a request is recorded

One login per client

Conversations next to the work

Communication in one place

Chat and comments sit inside the portal, so the history of a request and the conversation about it stay together.

Chat

Talk to your team from inside the portal

Comments

Leave feedback where the work is discussed

Dashboard and notifications

Clients see their activity at a glance and get notified when something changes

Part of Worklenz Business

The client portal comes with the Business plan, alongside client requests, client invoices and project finance. It isn't included in the Free or Pro plans.

Worklenz is a PSA for agencies: the same tool covers time tracking, resourcing and project finance, so client work and delivery live in one place. Compare plans or read more about agency management software.

Frequently Asked Questions

What the Worklenz client portal does, and which plan includes it

What is the Worklenz client portal?

It's a separate login for your clients. They use it to raise requests for the services you offer, follow the status of each request, and chat or comment with your team. It's built into Worklenz, so you don't need a second tool just for client communication.

What can clients do in the portal?

Clients can log in, submit requests, see the status history of each request, chat with your team, leave comments and check a dashboard of their activity. They get notifications when something changes.

Which Worklenz plan includes the client portal?

The client portal is part of the Business plan, together with client requests, client invoices and project finance. It isn't included in the Free or Pro plans. See current prices on the pricing page.

Can I try the client portal before paying?

Yes. The Business plan has a free trial, and you don't need a credit card to start it.

Give clients a portalthey'll actually use

Try the Business plan and set up a portal for your first client.


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Free trial • No credit card required