Client portal
Client portal for freelancers: one branded hub your clients actually use.
One link for files, invoices, and updates—so work stays out of your inbox.
Clients always know where to go
One login link. They land on their project, what’s due, and what they owe—no more digging through email chains to find the latest file or invoice.
Your brand on your domain—when you’re ready
Premium puts the portal on your domain with branding that feels like yours. You charge like a studio because you look like one—not like another tab in a generic tool.
Welcome back, Client
Here's your active workspace.
Get paid with fewer awkward nudges
Invoices live next to the work. Clients see what’s open and can pay in a click—so you spend less time chasing and more time delivering.
Each client only sees their stuff
Scoped access keeps threads and files separate per client—essential when you’re stacked with accounts or bring in a VA. Nothing leaks across projects.
Project Access & Permissions
Built for the problems you hit every week
Less chasing. Clearer scope. A client experience that matches your rates.
Stop re-sending the same links
One bookmark for each client beats ten Slack threads and “which Drive folder was that again?”
Look organized before kickoff
A real portal signals you run a tight shop—clients relax, and scope creep gets easier to manage.
Grow into white-label when it pays for itself
Start on Free with Jolix branding; move to your domain when you’re ready to match premium positioning.
Questions, answered
Short answers so you can decide fast.
Client portal
Run the whole client experience in Jolix.
Portal, invoices, proposals, and automations in one place. Start free—add power when you need it.
Get started with JolixFree
Test-drive the full system. No card needed.
Get the full Jolix workspace with 1 active client. Real tools—not a neutered demo.
- 1 active client
- Unlimited proposals, contracts, and invoices
- 2 live forms
- Scheduler + time tracking
- Client Portal (with Jolix branding)
- Basic AI (in-app help + tours + simple writing)
- Basic analytics (core revenue + activity)
- 1 automation
- 1 GB file storage
- Tax tools (basic)
Pro
For freelancers ready for more clients and less admin.
Up to 5 clients, advanced AI, full analytics, and automations that save you hours every week.
- Everything in Free
- Up to 5 active clients
- 10 live forms
- 5 automations
- 10 GB file storage
- QuickBooks integration
- Jolix Advanced AI (business context, daily suggestions, in-app actions)
- Full analytics dashboard (revenue + performance)
- Tax tools (pro)
Premium
Your brand. Your clients. Your rules. Unlimited everything.
Unlimited clients, white-label portals, AI proposal generator, and priority support—plus everything in Pro.
- Everything in Pro
- Unlimited clients & projects
- Unlimited forms
- Unlimited automations
- 100 GB file storage
- White-label Client Portal + custom domain
- Remove "powered by Jolix" branding
- AI proposal generator — full proposals from a brief
- AI form generator — intake & lead forms from a description
- Advanced analytics + brand performance insights
- Tax tools (premium)
- Priority support
- Up to 5 team members
No contracts. Cancel or downgrade any time. Your clients and data always stay with you.