Free Client Portal Software for Agencies (2026)

2. Assembly

Formerly Copilot  ·  No free plan  ·  White-label  ·  assembly.com

Assembly (formerly Copilot) is built for agencies that want to replace the pile of email chains, shared Dropbox folders, DocuSign requests, and invoice PDFs with one branded hub the client actually uses. Messaging, file sharing, e-signatures, payment collection, and a portal, all under your domain.

The white-label setup is genuinely clean. Your domain, your logo, your colors, no Assembly branding visible to clients. For agencies where the client experience is part of what they sell, that matters.

Plans start around $29/month. There is no free plan. The price is reasonable for small consultancies and less obvious as you scale, because the per-client-seat model can add up depending on how many active clients you carry at once.

The gap: Assembly is a client communication hub, not a project management tool. No Gantt, no sprint planning, no workload view. If you need both, you end up running two systems.

3. Teamwork

Free plan (5 users)  ·  Purpose-built for agencies  ·  teamwork.com

Teamwork was built for client-facing agency work. Time tracking is native, client billing and retainer management are built in, the Gantt handles complex dependencies, and clients come in as "collaborators" with restricted access to their own projects.

Collaborators do not count toward your seat limit on paid plans, so your costs do not grow as your client list does. The free plan covers 5 users and 5 projects, which is enough to take it seriously before committing. Paid plans start at $10.99/user/month.

Teamwork is genuinely feature-rich, which is also why it is dense. New users, clients included, sometimes struggle with the navigation. Initial setup takes longer than simpler tools. If your team needs something running today, this is not the right starting point.

4. SuiteDash

Flat monthly fee  ·  All-in-one  ·  suitedash.com

SuiteDash is built for small to mid-sized service agencies that want everything under one roof without per-user pricing. CRM, project management, client portal, invoicing, contracts, scheduling, and a learning management module are all included at a flat monthly fee.

The portal runs on your own domain with full branding. You can build portal templates for different service types, which saves time when you onboard similar clients repeatedly. Plans run from $19/month to $99/month with no seat-based charges.

The honest trade: SuiteDash covers a lot of ground and some of it shows the strain. Onboarding takes time. Some modules feel less developed than dedicated tools. If you need serious Gantt or sprint planning, SuiteDash will probably frustrate you compared to Worklenz or Teamwork.

5. FuseBase

No-code portal builder  ·  thefusebase.com

FuseBase (previously Nimbus) is a no-code portal builder for agencies that want a polished client experience without heavy technical setup. You build portal spaces that pull together updates, files, tasks, forms, and knowledge base content in one structured hub.

The built-in AI works well in practice: it can summarize project status and answer client questions from your knowledge base. Agencies that do structured client onboarding, with a defined sequence of steps both sides complete together, will get particular value from the mutual action plan feature.

The gap: FuseBase is a portal and knowledge tool, not a project management platform. No time tracking, no Gantt, no resource management. You need a second tool for internal project operations.

6. Clinked

ISO 27001 certified  ·  Enterprise security  ·  clinked.com

Clinked is ISO 27001 certified and SOC 2 audited, with data encryption at rest and in transit, two-factor authentication, and a full audit trail. For agencies working with healthcare, legal, or financial services clients that have contractual data handling requirements, Clinked is often the only option that clears procurement.

The portal includes white-label setup on your domain, file sharing with version control, group chat, task lists, wikis, and shared calendars. The client interface is clean.

To be direct: Clinked is a secure collaboration hub, not a project management tool. No Gantt, no time tracking, no workload management. Agencies using it for the security requirements still need a separate internal tool.

7. Basecamp

Flat $299/mo or $15/user  ·  basecamp.com

Basecamp works as a lightweight client portal if you go in with modest expectations. You set up a project, add a message board, file area, task list, and group chat, then invite the client. They see everything in that project.

The limitation: the interface is identical for everyone. There is no client-specific view. Clients see the same message board your team posts on, which gets cluttered and requires your team to be careful about what they put where.

Pricing is either $15/user/month or $299/month flat. The flat rate works for large agencies with many staff. For client-facing work specifically, Basecamp's model needs more discipline than tools with a purpose-built portal layer.

8. Zoho Projects

Free plan (5 users)  ·  Zoho ecosystem  ·  zoho.com/projects

Zoho Projects has a built-in client portal: external stakeholders can view project progress, access shared files, and leave feedback without a full Zoho account or a paid seat. If you are already running Zoho CRM or Zoho Desk, this integration saves you from adding another platform.

The free plan covers 5 users and 3 projects, which is tight for an active agency. Paid plans start at $4/user/month with Gantt, time tracking, budget management, and the client portal included. The value at that price is strong if the feature set fits your workflow.

The portal experience works but is not polished. Clients navigate the standard Zoho Projects interface with restricted access, and it shows. The experience also deepens your dependency on the Zoho ecosystem, which matters if you ever want to switch.

9. HoneyBook

For freelancers and small creative businesses  ·  honeybook.com

HoneyBook is a client management platform for freelancers and small creative businesses: proposals, contracts, invoices, and scheduling, with a light project workspace where clients can view files and approve deliverables.

The portal is designed for the lead-to-contract-to-handoff flow. A client signs a proposal, pays a deposit, then accesses the workspace for the project duration. For photographers, designers, and event professionals handling one client at a time, that flow works well.

For agencies managing multiple concurrent projects with team workloads and dependencies, HoneyBook does not have what you need. The project side is too lightweight, and time tracking is absent. Plans start around $16/month.

10. Moxo

Enterprise workflows  ·  White-label from $1,000/mo  ·  moxo.com

Moxo is an enterprise portal for complex, multi-step client workflows: structured document collection, ordered e-signatures, compliance calls, multi-stakeholder communication in a defined sequence. It handles that kind of workflow well.

White-label is available but the pricing is steep. The Business plan starts around $200/month. Full white-label with no Moxo branding requires the Business Pro plan at roughly $1,000/month. For regulated industries where brand consistency and client experience justify the budget, it makes sense.

For most digital and creative agencies, the price is too high for what they actually need. Worklenz, Teamwork, or Assembly handle the agency use case at a much lower cost.

Detailed feature comparison

Features reflect what each tool provides in its standard or paid offering. Free plan features may be more limited.

How to choose

Frequently asked questions