Features
PortalBay connects intake, approved projects, client communication, files, feedback, approvals, and external project links.
A focused form collects the details needed to review new work.
Your name
Email address
Project type
Project brief
Northstar Studio
Messages
2 new
Files
8 shared
Feedback
In review
Approval
Waiting
Payment link
Ready
Project
On track
Client intake
Share one public portal link and collect structured enquiries without asking potential clients to create an account.
Included in the workflow
Public, shareable request portal
Project details and contact information in one submission
Review, approve, or decline requests from your dashboard
Project workspace
Each approved project gets a dedicated workspace for status, activity, client context, and delivery.
Included in the workflow
Project-level status and client context
Tasks, files, links, messages, and approvals together
A focused view for both your team and your client
Client portal
Approved clients receive a private portal link and access code. They see the work meant for them without navigating your internal dashboard.
Included in the workflow
Access-code protected client portal
No client account required
Correct client and project context kept together
Messaging
Move project questions and decisions out of scattered inboxes and into a shared message thread.
Included in the workflow
Project-specific client conversations
Clear sender and timeline context
Email notifications for important activity
Approvals
Give clients a direct way to approve work or request changes, with the decision attached to the project.
Included in the workflow
Approve or request changes from the portal
Visible project approval status
Less ambiguity around final delivery
Files
Organize uploaded files and external links in the project workspace so clients know where to look.
Included in the workflow
Project files in a dedicated section
External folder, document, and resource links
Client-friendly access from the same portal
Project links
Add external folders, documents, resources, and next-step links to the client portal so clients know where to go next.
Included in the workflow
Share external folders and documents
Keep project resources easy to find
Add clear next-step links for clients
Start with the free plan
Start with public intake, approve the right requests, and give each client a private place for the work that follows.
