PrimeBase/Features/Client Portal
Feature · Client Portal Software

Your clients have somewhere to go that isn't your inbox.

Client portal software your customers actually return to. Every client gets their own login — invoices, signed documents, project status, and requests, all in one place. They stop emailing your team. You take back your inbox.

14-day free trial No credit card Live in 5 minutes
portal.northwind.studio
Every client gets their own login
The problem

You’re the customer service tier no one signed you up for.

Without a portal, every status update, invoice reprint, and signature request comes through your inbox. Three of you spend an hour a week on it. The clients who ask the most are rarely the most profitable.

247 messages this month
Most are questions a portal would answer.
Inbox — you@studio.com3 NEWToday · Tue 4 May
MN
Maya · Northwind Studios
8:42 AM
Subject: Re: invoice
Hey! Can you resend the invoice from last month? Can't find it in my inbox 😬
You sent it. They lost it. You find it. Repeat weekly.
DB
Daniel · Beacon Co.
9:17 AM
Subject: quick question
What's the status on the spring campaign? Just need a one-liner for our weekly.
They email. You context-switch. Nobody is happier.
PL
Priya · Lumen Health
11:03 AM
Subject: SOW signature
Where do I sign the SOW? The DocuSign link expired and the new one is asking me to make an account.
DocuSign tab, login, six clicks, eventually signed.
Reply to all 3 · type the same answer you typed last week…
A portal answers all three.
What’s inside

Everything a client expects from real software.

Nine portal capabilities — included from day one. No portal add-on fees.

Most-used

Invoices & payments, served self-service.

Every invoice — open, paid, overdue, voided — is in the portal. One click to view, download a PDF, or pay by card or ACH.

Invoices
AllOpenPaid
#1042
Spring Campaign
$4,200.00
Paid
#1041
Retainer · April
$2,800.00
OpenPay
#1040
Brand workshop
$1,750.00
OverduePay
#1039
Site refresh
$8,400.00
Paid

eSign without leaving the portal.

Drag fields, send, sign, archive. No DocuSign tab.

SOW — Spring Campaign
Awaiting signature
Sign hereJordan Lin
Sign now

Project status, live.

See where things stand, upload files, and raise questions — without emailing your team.

Spring Campaign
● In progress
60% complete
Latest update
Design phase done — build phase starts Monday.
Upload file
Raise request

Two-way requests.

Threads with attachments. Internal notes invisible.

Add hero copy review
MC
Can the hero say "studio" not "agency"?
SL
Done — preview link inbound.
Internal: remind Sasha re: phase-2 scope before reply.

Approve estimates.

One click → converts to an invoice. Scope agreed, billing follows.

Estimate · EST-204
Brand refresh, Q2
Discovery$1,200
Design$3,800
Build$3,200
Total$8,200
✓ Approve

Shared files.

One library. Versioned. No more Dropbox links.

Shared with Northwind
brand-guidelines.pdf
2.4 MB · v3
logo-pack.zip
14 MB
photoshoot-final.zip
320 MB

Granular permissions.

Per-user and per-record controls.

Maya · view access
Per-record overrides ON
Invoices
Documents
Projects
Requests
Internal notes

portal.your-business.com

Your domain. Your logo. Your colors. Your portal — not “PrimeBase, hosted for you.”

portal.northwind.studio
NS
Northwind Studios
DashboardInvoicesFiles
Welcome back
Jordan Lin
Outstanding · $8,750

Mobile-friendly out of the box.

Responsive web. Native iOS & Android in your wrapper, when you’re ready.

Welcome
Maya
Outstanding
$8,750
Connected to the rest of PrimeBase

The portal isn’t a separate app. It’s a window into the data your team already keeps.

Send an invoice, share a doc, open a project. Your client sees it the moment it happens.

Northwind Studio
Jordan Lin · Client
ActivePortal
Customer Portal
Invoice sentAccounting
Client sees live balance, open invoices, and payment history. They can pay by card or ACH directly from here.
Proposal sharedDocuments
Client reviews and signs from the portal. Signed copy files back to your records automatically.
Project sharedProjects
Client can view progress, upload files, and raise requests — without emailing your team.
Quote readyEstimates
Client reviews and approves directly. Accepted estimate converts to an invoice — no re-entry.
White label

White label, not “PrimeBase, hosted for you.”

Your domain. Your logo. Your colors. Your clients see your brand — never ours.

Run the client portal on portal.your-business.com with your logo, your color palette, and your messaging. No PrimeBase branding visible to your clients. They log into your software, not someone else’s.

Project management with a portal

Project management software with a client portal — not as an add-on.

Most project tools have a “client view.” PrimeBase has a real portal.

Asana lets you share a project link. Monday.com adds a guest seat. PrimeBase gives every client a persistent login under your domain — projects, invoices, signed documents, and two-way messaging in one place. Not a guest view of your workspace. A workspace of their own.

Common questions

What people ask before they switch.

No. They get an email invite with a link, set a password, and they're in. Works in any modern browser. We also have native iOS & Android apps when they prefer.
One platform. One login for clients.

Give your clients a place to log in. Take back your inbox.

14-day free trial. Five-minute setup. No credit card required.

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