The client portal
that turns clients into partners.
Give every client a dedicated, branded hub—projects, invoices, files, and messaging in one place.
14-day free trial- No credit card required
A dedicated space
for every client.
Each client gets their own portal—your logo, your colors, your brand. Not a generic Notion page. Not a shared Drive folder. A professional client experience that matches the quality of your work.
A brand experience clients remember
30
+2h
+84%
Every capability
builds client trust
Wired to your projects
-35%
Fewer "any updates?" emails after launching your client portal.
Why choose Elevia over ManyRequests or Copilot?
ManyRequests and Copilot do client portals well—but that's all they do. Elevia gives clients the same clarity, wired to your projects, CRM, and billing in one platform.
| Elevia | Dedicated portal (ManyRequests, Copilot, SuiteDash) | |
|---|---|---|
| White-label client portal | Included | Included |
| CRM integration | Built-in, shared data | Third-party integration required |
| Project management sync | Auto-sync | Manual re-entry |
| Billing integration | Invoices in the portal | External tool required |
| Client access via invite | Direct link, no public signup | Varies by tool |
| Contextual messaging | Tied to projects & deliverables | Generic inbox |
| Pricing | Included in your plan | Extra subscription |
| Free trial | 14 days, no credit card | Varies |
Client portal FAQ for freelancers and agencies
How is Elevia different from ManyRequests or Copilot for client portals?
ManyRequests and Copilot are solid client portal tools—but they live on their own. Your CRM, project management, and billing data aren't connected out of the box. With Elevia, the portal sits on the same platform, so project progress shows up in the client space automatically—no double entry.
Does my client need to create an account to access their portal?
Clients get a direct invite link—no public signup flow. They log in right away and can keep the password you set or choose their own. Smooth from the first click, which drives adoption and cuts down on "I can't log in" emails at kickoff.
Can I customize the client portal with my brand colors and logo?
Yes. Logo, colors, and custom domain coming soon—the portal is fully white-label. Your client sees your brand, not Elevia's. Consistent from first hello to final deliverable.
Is the client portal synced with project management?
Yes—in real time. Move a project forward in Elevia and it updates in the client portal instantly. One update, one source of truth, immediate visibility for your client.
Can I run separate client portals for multiple clients?
Yes, with no client limit. Each client gets a secure, isolated space—they only see their projects, documents, and messages. Your internal work stays private.
Can a client portal replace shared Notion or Google Drive?
Absolutely. Notion and Google Drive are fine for sharing files, but there's no live project tracking, no contextual messaging, no billing connection, and no real branding. Elevia replaces the duct-tape setup with a professional client hub that's connected to how you actually run your business.
Is the client portal included in every Elevia plan?
The Delivery module—project management plus the client portal—is available at +€8/user/month on top of Core. It's also included in the Suite plan at €45/user/month with every other module. The 14-day free trial unlocks the full platform with no credit card required.
Can I use the client portal to onboard new clients?
Yes. Build your onboarding flow once—docs to sign, brief to complete, access to approve—then duplicate it for every new client in one click. Onboarding becomes a repeatable process, not a fresh email chain every time.
Run your business like never before.
Replace the tool sprawl and become twice as effective.
- 14-day free trial
- No credit card required
