Client workflow, in one place

Client work, from request to approval.

PortalBay gives independent professionals, studios, agencies, and client-service businesses one place to collect requests and give clients a private portal for messages, files, revisions, and final approval.

Free to startNo credit cardNo client account required

Free to start

Begin with a practical workflow at no cost.

No credit card

Create your workspace without payment details.

Client-friendly

A focused portal without another account.

One focused workspace

Everything client work needs, without the scattered tools.

Intake, approvals, feedback, files, messages, and project links stay in one understandable workflow.

Intake and tracking

Collect structured project requests and give requesters a clear way to follow progress.

Project workspaces

Keep every approved client project organized in one place.

Private client portals

Give clients a focused access-code protected space.

Messages and revisions

Keep project questions, feedback, and revision decisions close to the work.

Private files and resources

Share access-controlled files, brief uploads, deliverables, and useful project links.

Approvals and delivery

Collect clear final decisions and keep delivery next steps easy to find.

Explore every feature

Public to private

A clear handoff from first request to active project.

Share one public intake link, review the request, then give approved clients a private workspace for the real project work.

Collect requests without email back-and-forth.
Approve only the work that fits.
Keep each client in a protected portal.
Public portalShareable request link

Tell us about your project

A focused form collects the details needed to review new work.

Your name

Email address

Project type

Project brief

Submit project request
Private portalAccess code protected

Website refresh

Northstar Studio

In progress

Messages

2 new

Files

8 shared

Feedback

In review

Approval

Waiting

Payment link

Ready

Project

On track

Ready for client review

How it works

From first request to final delivery.

01

Share your profile or intake link

Give prospective clients one place to see your work and submit a request.

02

Turn the right requests into projects

Review the details, accept the work that fits, and create the client project.

03

Give each client private access

Send a private portal link and access code for messages, files, updates, and revisions.

04

Deliver and collect approval

Keep delivery, revisions, and final approval in the same project flow.

Clear pricing

Start free. Upgrade when you are ready.

Use the Free plan for a real client workflow, then upgrade through Paddle when you need more capacity.

View pricing

Available now

Free

$0 / month

1 public intake portal3 private client portals3 active projects1 active project per private portal3 revision requests per projectUnlimited public intake requests
Start free

FAQ

Practical answers before you start.

Read all questions

Do clients need an account?

No. Clients use their private portal link and access code, so there is no new account to create.

Can I share a public portal link?

Yes. Share one public intake link so prospective clients can submit structured project requests.

Are paid plans available?

Yes. Sign in to choose Solo, Pro, or Studio and open secure Paddle checkout for your workspace.

Start with the free plan

Give every client a clearer place to work with you.

Create your PortalBay workspace, publish your intake portal, and manage your first client project on the Free plan.

PortalBay - Client Portal and Project Workflow