Does my client need to log in to the portal?

No. The portal opens from a private link. There is no account to create and no password to remember, which is why clients actually use it.

Can I put my own branding on the client portal?

Yes, on the Studio and Agency plans. Your logo and colours are set per client, and the portal can run on your own domain, so your client never sees Retainer's branding.

Is a link-based portal secure?

The link is private and unguessable, and signing a contract additionally requires a one-time code sent to the signer's email. Treat the link as you would a private document link, and share it only with the client.

Can several people at my client see the portal?

Yes. The link can be shared internally, which is usually what happens when the person who approves the work is not the person who pays the invoice.

The white-label client portal

One private link where your client approves proposals, signs contracts and pays invoices. Your branding, no client login, nothing to install.

The portal is the answer to the question every client eventually asks: "where do I find that thing you sent me?" One link, per client, holding everything for the work you are doing together. Proposals to approve, contracts to sign, invoices to pay, files, and the conversation.

No login, deliberately

The portal opens from a private link. Your client does not create an account, does not choose a password, and does not get a "verify your email" message before they can look at an invoice.

This is a real design decision with a real trade-off, so it is worth being straight about it. A client portal that requires a login is more locked down; it also goes unused, because the person who needs to approve your proposal is not going to sign up for a tool to do it. Adoption is the whole value of a portal, and a portal nobody opens protects nothing.

Your brand, not ours

On the Studio and Agency plans the portal carries your logo and colours, set per client, and can run on your own domain. Your client sees your studio. For an agency that is not vanity: a client who never learns the name of your back-office tool cannot go and hire it directly.

Why agencies use it differently from freelancers

A freelancer uses the portal to stop losing links. An agency uses it to stop being the router between a client and four people internally. Everything the client needs is in the same place, which means the account manager is not forwarding PDFs, and the question about invoice three is attached to invoice three rather than sitting in somebody's personal inbox.

What your client can do there

read and approve a proposal
sign a contract, verified by a one-time code to their email
view and pay invoices, including over UPI
download the documents, sealed as PDFs
ask a question, which reaches you rather than disappearing into a chat tool

Frequently asked

Does my client need to log in to the portal?: No. The portal opens from a private link. There is no account to create and no password to remember, which is why clients actually use it.
Can I put my own branding on the client portal?: Yes, on the Studio and Agency plans. Your logo and colours are set per client, and the portal can run on your own domain, so your client never sees Retainer's branding.
Is a link-based portal secure?: The link is private and unguessable, and signing a contract additionally requires a one-time code sent to the signer's email. Treat the link as you would a private document link, and share it only with the client.
Can several people at my client see the portal?: Yes. The link can be shared internally, which is usually what happens when the person who approves the work is not the person who pays the invoice.

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