Best client portal software in 2026: 8 tools compared
Updated 10 min read
Client portal software gives each client one private place to send requests, share files, see progress and approve work, instead of scattered email threads. The best one in 2026 is the one clients actually use and that takes follow-up off your team. On that measure Dora is our top pick: a branded portal with an AI account manager that briefs requests, chases quiet clients and gets sign-off, free for your first client.
Our pick
Dora
Best overall
- Dora, the AI account manager, turns vague requests into clear briefs and asks clients only for what's missing
- Follows up with quiet clients and collects approvals in one click, with optional auto-approve
- Clients can send requests and replies by email or through their own AI agent, so they don't have to learn a new tool
Most portals solve the storage problem: files and status in one place. Fewer solve the people problem, which is where client work actually slows down. Requests arrive half-formed, feedback sits unanswered for days, and someone on your team spends hours a week nudging.
We compared eight of the most widely used client portals on the things that decide whether a portal sticks: how easy it is for clients, how much chasing it removes, how fast you can set it up, and how the price behaves as you add clients and teammates.
The shortlist
- 1DoraBest overallFree, then $10/client/mo
- 2
SuiteDashBest all-in-one on a budget$19/mo - 3
AssemblyBest for billing inside the portalFree, then $49/mo - 4
ManyRequestsBest request queue for productized services$39/mo - 5
MoxoBest for structured, multi-step workflowsContact sales - 6
SuperOkayBest simple portal for freelancersFree, then $12/mo - 7
ClinkedBest white-label document portal$11/user/mo - 8
HoneyBookBest for solo service businesses$36/mo
1. Dora
Best overall
Dora is our top pick because it's built around what decides whether clients stay: how easy it is for them to ask for things, how fast they hear back, and how rarely work stalls waiting on them. Clients send requests through a portal under your brand, by email or through their own AI agent, and Dora, the built-in AI account manager, turns each one into a clear brief, asks for anything missing, chases quiet clients and gets work signed off.
What it is: A client portal with a built-in AI account manager that briefs requests, chases clients and gets work signed off.
Strengths
- Dora, the AI account manager, turns vague requests into clear briefs and asks clients only for what's missing
- Follows up with quiet clients and collects approvals in one click, with optional auto-approve
- Clients can send requests and replies by email or through their own AI agent, so they don't have to learn a new tool
- Sets up from your website in minutes
- Unlimited team seats; you pay only per client
- Monthly allowances, estimates for extra work, weekly client summaries and a delivery record
- 46 built-in integrations plus any MCP Registry server, an MCP server and API, including Slack, Linear, Jira, ClickUp and Notion
Limitations
- No client invoicing or payments built in; use your existing billing tool
- Full custom-domain white label is set up on request rather than self-serve
- Newer than most tools on this list
Pricing: First client free (Every feature, free forever), Each additional client $10/mo (Unlimited team seats). Pricing grows per client.
2. SuiteDash
Best all-in-one on a budget
SuiteDash bundles a white-label portal with CRM, projects, invoicing and email marketing for one flat price, which makes it the value pick when you want one tool for everything and can invest the setup time.
What it is: An all-in-one white-label business suite with a client portal, CRM, projects, invoicing and marketing.
Strengths
- Flat price with unlimited users, contacts and portals on every plan
- White labeling and a branded app included from the $19 plan
- Very broad: portal, CRM, projects, invoicing and marketing in one tool
Limitations
- A lot to configure; setup takes far longer than lighter portals
- Automations, onboarding and tickets only on Pinnacle ($99/mo)
- AI needs a separate AI subscription or your own provider
Pricing: Start $19/mo (100GB, full white label), Thrive $49/mo (Adds proposals, pipelines, client live chat), Pinnacle $99/mo (Adds automations, onboarding, support tickets). Pricing grows flat.
3. Assembly
Best for billing inside the portal
Assembly, formerly Copilot, is a polished branded portal with invoicing, contracts and forms built in. It suits firms that want clients to pay and sign in the same place they check status.
What it is: A polished branded client portal, formerly Copilot, with billing, forms and an AI app builder.
Strengths
- Clean, modern portal clients find easy to navigate
- Billing, forms and contracts inside the portal
- AI app builder deploys custom apps into the portal
- Free plan for up to 5 active contacts
Limitations
- Plans capped by active client contacts and internal users
- Custom domain and badge removal need Professional ($139/mo)
- Request briefing and client follow-up stay with your team
Pricing: Free free (5 active contacts, 1 internal user), Starter $49/mo (50 active contacts, 1 internal user), Professional $139/mo (500 contacts, 3 internal users (+$39 each), custom domain), Advanced $599/mo (Unlimited contacts, 5 internal users (+$79 each)). Pricing grows by client contacts.
4. ManyRequests
Best request queue for productized services
ManyRequests is built for design and dev subscriptions: a request queue, service catalog and built-in proofing. It's a strong fit for productized agencies that run on a fixed menu.
What it is: A white-label client portal and request queue built for productized design, video and web agencies.
Strengths
- Purpose-built request queue and service catalog for subscriptions
- Custom domain from $39/mo and unlimited clients
- Design and video proofing plus time tracking
Limitations
- Team cost climbs with extra seats until the $799 Scale plan
- Slack, webhooks and API only on Pro and above
- Requests still need clarifying by your team
Pricing: Core $39/mo (2 seats; extra seats $10/mo), Pro $99/mo (5 seats; extra seats $14/mo), Scale $799/mo (Unlimited seats). Pricing grows by plan, with paid extra seats.
5. Moxo
Best for structured, multi-step workflows
Moxo models client processes as step-by-step flows with approvals and e-signatures. It fits larger firms with repeatable, regulated processes more than small creative teams.
What it is: A process platform with branded client portals and AI agents for multi-step, multi-party client workflows.
Strengths
- Strong for repeatable, regulated, multi-party client processes
- AI agents across workflow steps, including in the client portal
- SDKs to embed workflows in your own apps; SOC 2 Type II and SSO
Limitations
- No public pricing; sold through demos
- Sales-led setup rather than self-serve
- Built for fixed processes more than an ongoing flow of requests
Pricing: Quote custom (No public pricing). Pricing grows quote-based.
6. SuperOkay
Best simple portal for freelancers
SuperOkay keeps things light: a clean, branded client hub for documents, files and tasks, with a free plan and little to configure. It suits solo designers and small studios.
What it is: A simple white-label client portal for freelancers and small agencies, built around documents, files and tasks.
Strengths
- Quick to set up with a clean client view
- Low entry price
- Embeds apps inside the portal
Limitations
- Low client caps below Business (3 on Solo, 5 on Solo+)
- White label needs Solo+ ($38/mo)
- No AI or automated follow-up
Pricing: Free free (1 client), Solo $12/mo (3 clients, no team members), Solo+ $38/mo (5 clients, 3 team members, white label), Business $146/mo (Unlimited clients and team). Pricing grows by clients and team members.
7. Clinked
Best white-label document portal
Clinked is a secure, white-label file and document portal with strong permissions, a good fit for firms whose main job is sharing documents with many client contacts.
What it is: A secure, white-label client portal and file collaboration platform with a virtual data room option.
Strengths
- Strong permissions for sensitive documents
- iOS and Android apps
- DocuSign, Power BI and Zapier integrations
Limitations
- Big jump from Start Up to Standard ($299/mo)
- Built around files more than requests and approvals
- No AI features listed
Pricing: Start Up $11/mo (Per user, no custom URL), Standard $299/mo (100 members, own domain), Premium $599/mo (250 members, white-label emails). Pricing grows per user, then by member tier.
8. HoneyBook
Best for solo service businesses
HoneyBook combines a client portal with proposals, contracts and payments, built for solo creatives and service providers who want booking-to-payment in one tool.
What it is: A client management platform for independent service businesses, with proposals, contracts, invoices and a client portal.
Strengths
- Booking to payment in one flow
- 30-day free trial
- Wide AI feature set on every plan
Limitations
- Built for selling and billing more than ongoing request work
- Automations and scheduler only from Essentials ($59/mo)
- Team members capped at 2 below Premium
Pricing: Starter $36/mo (Portal, invoices, contracts), Essentials $59/mo (Scheduler, automations, 2 team members), Premium $129/mo (Unlimited team members). Pricing grows by plan.
Side-by-side comparison
| Tool | Starting price | Pricing grows | Free plan | Unlimited seats | Integrations | White label | AI |
|---|---|---|---|---|---|---|---|
| Dora | Free, then $10/client/mo | per client | Yes | Yes | 46 + thousands via MCP | Your logo and name; full white label on request | AI account manager on every plan |
| SuiteDash | $19/mo | flat | 14-day trial | Yes | 20 | Full white label and custom domain on every plan | AI Skills, with a separate AI subscription or your own provider |
| Assembly | Free, then $49/mo | by client contacts | Yes | No | 2 | Branding on all plans; custom domain from Professional | AI app builder for custom portal apps |
| ManyRequests | $39/mo | by plan, with paid extra seats | 14-day trial | No | 12 | Custom domain on every plan; badge removal on Scale | MCP server, AI rewrite and agent recipes via your own AI subscription |
| Moxo | Contact sales | quote-based | No | No | 34 | Your logo, colors and voice; embeddable SDKs | AI agents and an AI concierge in the client portal |
| SuperOkay | Free, then $12/mo | by clients and team members | Yes | No | 0 | Full white label and custom domain from Solo+ | None listed |
| Clinked | $11/user/mo | per user, then by member tier | 14-day trial | No | 7 | Own domain from Standard; white-label app on Enterprise | None listed |
| HoneyBook | $36/mo | by plan | 30-day trial | No | 13 | Your branding; custom subdomain | HoneyBook AI on all plans |
What to look for
Walk one request through from the client's side
Before you compare feature lists, follow one ordinary request the way a client would. How do they get in: a password, a sign-in link, or just a reply to an email? Where do they type the request? How do they learn it was received, and who picked it up? Every extra step is a place where a client gives up and goes back to email.
In Dora, the invite email signs a client straight into their portal, later visits use a sign-in link sent to their email, and they can answer any update from their inbox. When you trial other portals, test the same path, and pay close attention to what happens when a client replies to a notification instead of logging in.
Decide who chases late feedback: a person or the tool
Every portal stores files. The difference is what happens when a client goes quiet. In most tools a status changes and someone on your team has to notice and write the reminder. That job never shows up on an invoice, so it slips.
Dora asks for what's missing, sends a quiet client two email nudges, and only then tells your team. Clients approve finished work in one click, and you can let work approve itself after a few days if nobody replies. If you'd rather keep follow-up personal, a lighter portal plus a calendar reminder is a fair choice. Just count those hours honestly.
Price the plan you'll be on in a year
Almost every tool here has a ceiling that pushes you up a tier: client caps on SuperOkay, active contacts and internal users on Assembly, paid extra seats on ManyRequests, team limits on HoneyBook, and a jump from $11 per user to $299 a month on Clinked. Write down how many clients and teammates you expect in twelve months and price that, not the entry plan.
There are three pricing models on this list. Flat plans, like SuiteDash, cost the same as you grow, within their limits. Seat-based plans grow with headcount. Dora grows only with clients, at $10 each after the first, with unlimited team seats.
Know which jobs the portal replaces and which it leaves alone
All-in-one tools such as SuiteDash and HoneyBook replace your CRM, proposals and invoicing as well as your client inbox. That can save subscriptions, but it means moving more of the business at once. Focused portals sit next to the tools you keep.
Dora has no invoicing, so you keep your billing tool. It connects to 46 apps your team already uses, from Slack, Linear and Notion to Stripe and PayPal, where it can check whether a client has paid. Each person connects their own apps, and Dora only reads from them.
Run one real client before you move everyone
Demos and trials with test data hide the problems that matter. Put one live client on the portal for two weeks and watch three things: whether they reply inside it, how many requests arrive complete, and how many reminders your team still writes by hand.
Free plans make this cheap. Dora's first client is free with every feature, Assembly's free plan covers 5 active contacts, and SuperOkay's covers one client. SuiteDash, ManyRequests and Clinked offer 14-day trials, and HoneyBook offers 30 days.
What it costs
Assume a 5-person team with 10 active clients, billed monthly. Dora is $90 a month: the first client is free, nine are $10 each, and all five people are included. SuiteDash is $19, $49 or $99 depending on the plan, with automations and support tickets on Pinnacle at $99. ManyRequests is $69 on Core (2 seats plus three extra at $10) or $99 on Pro, which includes 5 seats and adds Slack and the API. HoneyBook caps team members at 2 on Essentials, so five people means Premium at $129.
The others climb faster for this team. Assembly's Starter plan ($49) includes one internal user and can't add more, so five people means Professional: $139 with three users plus two extra at $39, or $217 a month. SuperOkay's Solo+ plan stops at 5 clients, so ten clients means Business at $146. Clinked is $55 for five users on Start Up, without a custom URL, or $299 on Standard. Moxo doesn't publish prices.
How to choose
- You want clients answered, chased and signed off without someone on your team doing it by handDora
- You want CRM, proposals, invoicing and the portal under one flat monthly billSuiteDash
- Clients need to pay invoices and sign contracts in the same place they check statusAssembly
- You sell a fixed menu of design or dev services and want proofing and time trackingManyRequests
- Your client work is a regulated, multi-party process that needs SSO and an audit trailMoxo
- The portal is mainly a secure file room with strict permissions and mobile appsClinked
Common mistakes
- Choosing on the feature grid. The tool with the longest list is often the one clients use least, because there's more to find.
- Pricing the entry plan only. Client caps, contact limits and paid seats decide the real bill once you pass a handful of clients or teammates.
- Moving every client at once. One live client for two weeks tells you more than any demo.
- Assuming clients will log in. Plan for the ones who only ever reply to email, and pick a portal that catches those replies.
How we compared
- Client experience: How easily a client can ask for something, find files and approve work without a login headache or a training call.
- Follow-up removed: Whether the portal itself chases missing details, reminds quiet clients and keeps work moving, or leaves that to your team.
- Setup time: How long until a real client is using it: minutes, hours or days.
- Pricing as you grow: Whether the bill climbs per seat, per client or stays flat, and what a 5-person team with 10 clients pays.
- Features: White label, file handling, approvals, integrations and billing, weighed last.
Rankings weight what decides whether a portal works day to day: the client's experience, how much follow-up it takes off the team, and how pricing behaves as you grow. Feature counts come last. Read the full method.
The verdict
If your biggest cost is the time spent chasing clients and decoding vague requests, choose Dora: it's built around an account manager that does that work for you, and the first client is free. If you mainly need an all-in-one back office, SuiteDash is the budget pick; if you need invoicing inside the portal, look at Assembly.
Frequently asked questions
What is client portal software?
Client portal software gives each client a private, branded place to send requests, share files, see progress and approve work. It replaces scattered email threads, attachments and status calls with one record both sides can check. Some portals stop at files and messages, while others add invoicing, contracts or AI that follows up for you.
What is the best client portal software in 2026?
Dora is our top pick for 2026, because it improves the client's experience and takes follow-up off your team with a built-in AI account manager. SuiteDash is the better choice if you want CRM, invoicing and the portal under one flat price. Assembly is better if clients need to pay invoices and sign contracts inside the portal.
How much does client portal software cost?
Entry plans run from free to about $50 a month, but limits on clients, contacts or seats usually push a growing team to a higher tier. Dora is free for one client and $10 a month per client after that, with unlimited team seats. SuiteDash is a flat $19 to $99, Assembly runs from free to $599 a month, plus $39 to $79 for each extra internal user, and Moxo only quotes after a demo.
Do clients actually use client portals?
Clients use a portal when it's easier than email, and drift back to email when it isn't. Passwords, app downloads and long request forms are the usual reasons a portal gets ignored. Dora skips all three: clients sign in from a link, can send requests and replies by email or through their own AI agent, and Dora asks them only for what's missing.
How long does it take to set up client portal software?
Anywhere from a minute to a few weeks, depending on how much the tool does. Dora reads your website and drafts your portal, request types and brand library in about a minute, and you can paste in up to 50 clients at a time. All-in-one suites like SuiteDash take longer because the CRM, invoicing and automations all need configuring, and Moxo's setup is sales-led, with forward-deployed engineers.
Is a client portal more secure than email?
Usually, yes, because each client sees only their own space and files stop traveling as forwarded attachments. Still, check how clients sign in and what each vendor publishes. Dora signs people in with an email link or code that expires after 15 minutes and keeps every client to their own workspace, but it doesn't offer SSO or publish compliance reports like SOC 2. Moxo lists SOC 2 Type II and SAML SSO, and Clinked lists audit trails, with SSO on Enterprise.
Do client portals work on phones?
Most work in a mobile browser, and a few add apps. Clinked's iOS and Android apps mirror its portal, and SuiteDash includes an installable branded web app, though it isn't in the app stores. Dora has nothing to install: clients sign in from a link on any device or answer from their email, and your team can get push notifications on phone or desktop.
Is a client portal the same as project management software?
No. A client portal is built for the client's side of the work, while project management software is built for your team's internal planning. You can invite clients into a project tool as guests, but they then work inside your internal workspace. Dora keeps the two apart: clients get a portal for requests, files and approvals, and Dora reads from tools like Linear, Jira, ClickUp and Notion when your team asks.
How do I move clients from email into a client portal?
Move the open work first and leave finished threads where they are. In Dora, you paste your client list, up to 50 at a time, and each client gets a portal with their people invited. Open threads move by forwarding them to that client's own request address, where Dora turns each one into a request with a brief.
Why is Dora the top pick?
Dora is our top pick because it works on the part of client work that costs the most time: briefing requests, chasing missing details and getting sign-off. Its AI account manager does that inside a portal under your brand, and the price grows with clients, not team size. The trade-offs are no built-in invoicing and a custom-domain white label that Dora's team sets up on request.
Related guides
Prices and features come from each vendor's own site, checked November 8, 2026. They change often, so confirm on the vendor's site before you buy.