Give every client a portal that feels like a mature firm, not an email-forwarding operation.
ClientNest365 is client portal software for service businesses, agencies, legal firms, accounting firms, and consultants. Share files, track approvals, send invoices, and centralize every conversation. Set up in ten minutes. See the full pricing, the documentation, or the research and guides.
Pay €15 to onboard three clients. No subscription. No credit card to start.
One click into a working portal, no signup. Or see pricing first.
The problem
Your client emails Friday at 6pm.
They want last quarter's invoice, the contract they signed in March, and the design proof you sent on Tuesday.
Three searches. Three inboxes. One frustrated client.
A client portal is the obvious fix. The catch: every option in the category is monthly subscription. They lock you into a tier no matter how many clients you have, and they keep charging in the months you're not onboarding anyone. We don't do that.
What you get
The client portal software for service businesses, in one screen.
Share files, run approvals.
End the email-attachment chain. Files live in a single workspace per client, with approvals as structured items instead of being buried in a thread.
Send invoices, get paid.
Build an invoice, send it from the portal, the client pays in two clicks. No bouncing them to a separate billing tool.
An AI concierge that knows your portal.
Your client asks “what's pending from me?” or “where's the latest version of the contract?” and gets a real answer, pulled from their actual files, invoices, and project status. Built in from day one, not a $189/mo add-on.
How it works
How do you go from signup to first client in ten minutes?
- 1
Tell us what you do
Four short questions. About 90 seconds.
- 2
We scaffold your portal
Folder structure, onboarding checklist, message templates. Generated, then tweakable.
- 3
Invite your first client
They click a link in their email. They're in. No password required.
Pricing
Pay for the clients you onboard. Nothing else.
Slots are one-off purchases. Buy €15 of slots for three clients. Buy €500 of slots for unlimited clients all year. Everything in between scales with your work.
Slot pack: 3 clients
€15
Slot pack: 10 clients
Best entry value€35
Slot pack: 25 clients
Most popular€75
Slot pack: 50 clients
€150
Slot pack: 100 clients
€300
Unlimited (annual)
no client cap for a year
€500
Built for
The kind of work you do.
Agencies
End the Friday-evening Slack-DM-Slack-DM-WhatsApp-DM tax.
See the flow
Legal firms
Engagement letter → matter portal → docs collected → invoice.
See the flow
Accounting firms
Recurring monthly checklists. No more chasing receipts.
See the flow
Consultants
One portal per engagement. Deliverables and check-ins in one place.
See the flow
Common questions
What do buyers ask before they sign up?
What is ClientNest365?
A white-label client portal for service businesses. You invite a client, they see a branded workspace with your files, approvals, messages, and invoices. Better than another email thread.
How does ClientNest365 work?
You sign up, answer four short prompts about the service you sell, and we scaffold a portal: folder structure, onboarding checklist, message templates. You invite your first client by email. They click the link and they're in.
What do I need to get started?
An email address and €15. The €15 buys three client slots, which is your first three clients. No credit card required to sign up. You only pay when you're ready to invite a real client.
Is there a free trial?
Yes. Sign up and explore the workspace without buying anything. The €15 slot pack is what unlocks real client invites. There is no time-limited trial that expires; the free side just doesn't let you onboard live clients.
How is ClientNest365 different from SuiteDash or HoneyBook?
Pricing model. SuiteDash and HoneyBook charge a monthly subscription regardless of whether you're using the portal. HoneyBook raised prices 89% in early 2025 for existing customers. ClientNest365 sells slots one-off, so a quiet month costs you €0.
How you receive what you buy
Slots arrive at checkout.
When you buy a slot pack, the slots are added to your workspace immediately, visible on your dashboard before the page finishes loading. You receive a confirmation email from billing@clientnest365.com with a receipt and an itemized PDF invoice. There is no shipping, no wait, no manual step. Everything happens at checkout.
Set up your first portal in ten minutes.
€15 buys three client slots. Sign up free, top up when you're ready.