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 sent→Accounting
Client sees live balance, open invoices, and payment history. They can pay by card or ACH directly from here.
Proposal shared→Documents
Client reviews and signs from the portal. Signed copy files back to your records automatically.
Project shared→Projects
Client can view progress, upload files, and raise requests — without emailing your team.
Quote ready→Estimates
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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