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Client Portal in a Box

Agencies & freelancers · Web Private beta

Client Portal in a Box: Dashboard

Design previews. The finished app may look different.

Built by Ottomind Labs
Makers of Otticos, Quborly, BookOS and more

About this app

One branded place for client files, approvals, messages and invoices.

The problem. Agencies juggle email, files, approvals and payments.

What it does. We build Client Portal in a Box as your own branded product: a web app for your customers and team, with accounts, billing and an admin dashboard. Branded portal per client with files and messages, approvals with comments and version history, and invoices and payments inside the portal. iOS and Android apps can be added.

What it will do

  • Branded portal per client with files and messages
  • Approvals with comments and version history
  • Invoices and payments inside the portal

Where it’s at

  1. Designing
    Done
  2. Building
    Done
  3. Private beta
    Now
  4. Launch
    Next

Waitlist members get beta invites first, in the order they joined.

Help shape it

What would you use Client Portal in a Box for? We read every answer before deciding what to build first.

Things to know

When does it launch?We don’t give dates until the beta is stable. Waitlist members hear first.
What will it cost?Pricing is announced at launch. Waitlist members may get a launch offer, with an expiry date.
Your emailUsed only for this app’s updates. One click to leave the waitlist.

More coming soon in Agencies & freelancers