Give every client a portal that feels like a mature firm
Client portal software for agencies, legal firms, accounting firms, and consultants. Share files, track approvals, send invoices, and keep every conversation in one place.
Client slots from $15. No subscription, no card to start.
$15* buys three client portals. Nothing renews.
Portal software usually bills every month, at every tier, whether you onboarded anyone or not. We sell client slots once. Use them this week or next spring.
Every client gets one place for files, in both directions. No attachment chains, no lost versions, no hunting through three inboxes on a Friday evening.
Send a proof or a document for sign-off and track it as a real item with a due date. The client approves in one click and you can see who said yes, and when.
Build an invoice in the portal, send it, and let the client pay by card in two clicks. Reverse-charge VAT notes are added for you when the client is in another EU country.
One thread per client, next to their files and invoices. The AI concierge answers the routine questions from the client's real portal data.
10 min
to set up a first portal
14 days
before an unused invite link expires
6
currencies: GBP, EUR, USD, AUD, JPY and AED
EU
where workspace data and files are hosted
Everything a client needs from you, in one screen.
Files and approvals
Share files, run approvals
Files live in one workspace per client. Approvals are tracked items with a due date, not a reply buried in a thread.
Billing
Send invoices, get paid
Build an invoice, send it from the portal, and the client pays in two clicks. No separate billing tool.
AI concierge
Answers from real portal data
Clients ask what is pending or where the latest contract is, and get an answer pulled from their own files and invoices.
White label
Your brand on every page
Add your logo and colours for $10, and run portals on your own domain for $20. Both are one-off.
From signup to first client in ten minutes.
No onboarding call and no setup fee. The configurator does the empty-page work for you.
- Step 1
Tell us what you do
Four short questions. About 90 seconds.
- Step 2
We scaffold your portal
Folders, an onboarding checklist, and message templates, generated and then yours to edit.
- Step 3
Invite your first client
They click the link in their email and they are in. No password to set up.
Pay for the clients you onboard. Nothing else.
Slots are one-off purchases and never expire. Three clients for $15, a hundred for $300.
Built around the work you already do.
Agencies
End the Friday evening message chase.
Proofs, feedback, and sign-off in one place per client, instead of spread across chat, email, and WhatsApp.
See the flow
Legal firms
One portal per matter.
Engagement letter, documents collected, and the invoice, all on one page your client can find again in a year.
See the flow
Accounting firms
Stop chasing receipts every month.
Recurring checklists go out on schedule, uploads are sorted for you, and deadlines sit on the client's own dashboard.
See the flow
Consultants
One portal per engagement.
Deliverables, check-ins, and the paper trail for each engagement, separate from every other client.
See the flow
What 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.
Slots are added to your workspace the moment payment completes and show on your dashboard straight away. A receipt and an itemised PDF invoice follow from billing@clientnest365.com. No shipping, no waiting, no manual step.
Card payments go through a PCI-compliant processor. Connections are encrypted with TLS, and workspace data is hosted in the EU.
Set up your first portal before the next client email lands.
Sign up free. $15 buys three client slots when you are ready.
*Slot pack for 3 clients, $15, paid once. Slots do not expire and nothing renews. Prices are in GBP in the UK, EUR in the EEA, AUD in Australia, JPY in Japan, AED in the UAE and USD everywhere else. Prices shown are for the rest of the world; checkout uses your billing country.