How it works
No complex setup. No integration headaches. Add a client and you're already done.
01
Sign up with just your email address — no password needed. We send you a magic link and you're in.
ClientPal uses passwordless authentication so there's nothing to remember and nothing to reset. Click the link in your email and your dashboard is ready.
02
Enter a client name and email. ClientPal generates a private portal link for them instantly.
Each client gets a unique, permanent link that only they access. Share it by email, chat, or wherever you communicate — it works immediately, no setup required on their end.
03
Paste in your PayPal, Wise, Revolut, or any other payment link in Settings — it appears on every invoice you send.
ClientPal doesn't process payments — you use whatever you already have. Add your payment link once and every invoice your clients see will include a direct way to pay you. When they've paid, mark the invoice as paid in your dashboard.
04
Everything you send appears in your client's portal the moment you add it — no email attachments, no PDFs.
Create an invoice in 10 seconds. Upload a deliverable folder in one click. Send a message that starts a thread. It all lives in the portal, always up to date.
05
No account, no password, no friction. Clients verify with a one-time code and see everything immediately.
Clients enter their email, receive a 6-digit code, and they're in. They see all their invoices, files, and messages in one clean view — and pay outstanding invoices directly with a card.
FAQ