Levi
Team lead
“Which client is waiting on you? I’ll tell you, project by project, without you opening every portal.”
- Update per client
- Pending approvals
- Daily summary
Client portal for freelancers, agencies and SMEs
The white-label client portal
on your own domain.
Your clients email you to ask where their project stands, and dig through their inbox to find their files. With Elevia, they find everything in a space with your logo, and get the answer before they write to you.
14-day free trial- No commitment
- No credit card required
Electronic invoicingCompatible solution
Data hosted in Europe
GDPR compliance
Encrypted dataIn transit and at rest
More than 50 users already trust Elevia
Why Elevia
A dedicated space
for every client.
Each client gets their own portal, with your logo and your colors. A professional space that matches the quality of your work.
ANAtelier NovaYour client space is ready
Follow your project and your files.
Open my spaceChoose your passwordNew password
••••••••••
SaveEverything you need
A brand experience clients remember
Modular by design
Turn on only what you need: projects, files, deliverables, invoices, forms and notifications. Messaging, shop and task requests are coming soon.
Secure access
You invite your client by email and choose what they can see and do in their space.
In your brand
Your logo, colors, content and your own domain (for example clients.your-agency.com): your client sees your agency, not Elevia.
Client feedback
Your client comments on your deliverables with the design feedback built into the portal. Every comment lands in the right place.
Activity history
Messages and deliveries stay dated, to avoid misunderstandings.
Invoices and documents
Invoices from your invoicing software show up in their space, with their quotes and proposals. They stop asking you for them.
Camille Roux
Freelance art director
Your AI team
Your client follows everything,
your agents follow up on the rest.
The projects, deliverables, documents and invoices in the portal live in Elevia, so your agents already know them.
Margot
Sales assistant
“Project delivered? I’ll prepare the invoice, and your client finds it in their portal.”
- Invoice on delivery
- Late payment reminders
- From your own address
Nothing goes out without your approval, for as long as you want.
Set each agent’s autonomy. Every action is logged.
Always askSensitive actionsAutonomous
One connected platform
Every capability
builds client trust
Sync
Wired to your projects
Move a task forward in Elevia and your client sees it right away through project tracking. You keep only one tool up to date.
In Elevia
MockupsWebsite redesignCompleteDone
ANMaison Lumen’s portal
MockupsWebsite redesignIn progressDone
What you gain
0 duplicate updates
What you move forward in Elevia shows up in your client’s portal, without sending them anything.
White label
In your brand from day one
Your logo, colors, active modules and your own domain: clients see your brand, not a generic workspace.
Documents
Invoices and documents
Proposals, briefs, approved mockups and invoices: everything you share, two clicks away.
ProposalSigned
Approved mockups3 files
Invoice F-2026-042New
Access
Roles and permissions
Invite by email and set what each contact can see and do in their space.
CLCamille LaurentMaison LumenInvited
View projects
Approve deliverables
View invoices
Reminders
Client notifications
Let your client know when you need a file, an approval or a reply, right inside the portal.
Atelier NovaJust nowApproval pending: mockup
CLCamille approved
Modules
Modular portal
Turn on projects, files, deliverables, invoices and notifications to match how you work. Messaging and shop are coming soon.
Projects
Files
Deliverables
Invoices
Forms
Notifications
MessagingSoon
ShopSoon
Compare solutions
Why choose Elevia over ManyRequests or Copilot?
ManyRequests and Copilot do client portals well, but that is all they do. Elevia’s portal is wired to your CRM, projects and invoicing, and your AI agents know everything your client sees there.
| Elevia | Dedicated portal (ManyRequests, Copilot, SuiteDash) | |
|---|---|---|
| White-label client portal | Included | Included |
| Connected to the CRM | Same data, no sync needed | Basic CRM or integration |
| Connected to project management | Progress visible right away | Varies by tool |
| Compliant electronic invoicing | Included, visible in the portal | Varies by tool |
| Client access | Portal by invitation, deliverables by link | Varies by tool |
| Feedback on deliverables | Comments on mockups, sites and videos | Varies by tool |
| AI agents | Levi and Margot, on the same data | Limited to the portal |
| Pricing | With the Projects module or Suite | Extra subscription |
| Free trial | 14-day free trial | Varies |
Client portal FAQ for freelancers, agencies and SMEs
What is a client portal?
It is an online space reserved for each of your clients, where they find their project progress, deliverables, documents and invoices. With Elevia, that space carries your logo, your colors and your domain, and it updates from your work in the app.
How is Elevia different from ManyRequests or Copilot for client portals?
ManyRequests and Copilot are good client portal tools, but that is what they are built for. Your CRM, projects and invoicing live elsewhere, or in simplified versions. With Elevia, the portal is part of the same platform: what moves forward in your project shows up in the client space, with no double entry.
Does my client need to create an account to access their portal?
For the portal, your client has a personal login, but they don’t sign up on their own: you invite them by email, they choose their password and land in their space. To approve a deliverable, no account is needed: you can also share it through a link, password-protected if you like.
Can I customize the client portal with my brand colors and logo?
Yes. The portal is white-label: your logo, your colors and the address of your choice (for example clients.your-agency.com). Your client sees your brand, not Elevia’s, from the first exchange to the final deliverable.
Is the client portal synced with project management?
Yes, in real time. What you move forward in Elevia is reflected in the client portal. You don’t have two places to update: one action, and your client sees it right away.
Can I run separate client portals for multiple clients?
Yes, with no client limit. Each client gets their own secure space and only sees their projects, documents and messages. Your internal data stays private.
Can a client portal replace shared Notion or Google Drive?
For client follow-up, yes. Notion and Google Drive are made for sharing files, but offer no progress tracking linked to your projects, no invoices and no branded space. Elevia replaces that patchwork with a structured client space, linked to your whole business.
What do the AI agents do around the client portal?
Levi answers your questions on any client or project, such as what is still waiting for approval. Margot prepares the invoice on delivery and follows up on unpaid ones from your own address; your client finds their invoices in their portal. A question uses 1 credit and an action 2 credits.
Is the client portal included in the Essential plan?
On Essential, your client gets a portal limited to their invoices, quotes and proposals. The full portal (projects, files, deliverables and feedback): included in the Projects module (+€19 ex. tax/month), added to Essential, and in Suite (€89 ex. tax/month). The 14-day free trial gives you access to the full platform. See our Pricing page for full plan details.
Bring your business together, delegate the admin.
Your whole client journey in one tool, and AI agents that handle the rest. Import your contacts in minutes and get started today.
- 14-day free trial
- No credit card required
- No commitment
