White-Labeled Client Portal Software
Updated 11 July 2026
Give clients a branded, password-free portal to review deliverables, sign contracts, message your team, and pay invoices — without ever touching your internal tools.
Key highlights
- Clients sign in with a magic link — no password to manage or forget
- Approvals, contracts, messages, and requests in one branded space
- Clients see only their own projects, files, and invoices
- Invoice and payment view synced live from your GST Invoicing app
- Per-client team accounts with admin, member, and viewer roles
Features
Magic-Link Client Login
Clients get a one-click, password-free sign-in link by email. No account setup on their end, and a client can belong to multiple workspaces at once.
Deliverable Approvals
Share a file or milestone for sign-off, and clients can approve or leave threaded comments directly on it — no more approvals buried in email.
Contracts & E-Signature Flow
Upload a contract or paste an external link (DocuSign, Drive) and track it through sent → signed status inside the portal.
Client Messaging
A dedicated message thread per client keeps agency-client conversation out of email and in one searchable place.
Client Requests
Clients can submit requests (with priority and due date) that show up directly in your agency's queue.
Invoices & Online Payment
Clients view their invoices and pay via UPI, card, or net banking — reading live from the GST Invoicing app, so there's never a second copy of billing data to keep in sync.
Client Team Management
A client can invite their own teammates into the portal with admin, member, or viewer roles scoped to their organization.
Free tools
How the client portal works
- Invite a client — Send a magic-link invite from the agency-side clients table.
- Assign project access — Choose which projects the client is allowed to see.
- Share deliverables and contracts — Send approvals and contracts through the portal instead of email attachments.
- Collaborate — Message the client and respond to their requests directly inside the portal.
- Get paid — The client reviews and pays invoices from their own dashboard — no separate billing portal needed.
Do clients need to create a password?
No. Clients sign in with a magic link sent to their email — no password to set, remember, or reset.
Can one client see another client's data?
No. Every portal session is scoped to a single client record within a single workspace — a client only ever sees their own projects, files, approvals, contracts, and invoices.
Is the client portal the same as the GST Invoicing app?
No — they're separate apps for separate purposes. GST Invoicing is where your team creates and manages invoices; the Client Portal reads invoice and payment data from it read-only so clients have somewhere to view and pay what they owe.
Can I white-label the portal with my own branding?
Yes — the portal is a white-labeled layer on top of your workspace; clients only ever see your agency's branding, not Dharayana's.
What if a client is invited to more than one workspace?
Each invite is scoped to its own workspace with its own magic-link token. Clicking a second workspace's invite link correctly switches the client's active session, even if they're already logged into the first workspace's portal.