Profile cover · option 2v3
Approve Comment
White label
Domain, logo, colors and sender email in your brand.
Clients work with you, on your brand
A private portal for every client: follow progress, review files, comment, submit documents, see invoices and use mini apps — with your domain, logo and email.
- Follow progress
- Approve deliverables
- Comment on files
- Submit documents
- View invoices & quotes
- Renew services
- Use mini apps
- Get notifications
Client Portal
Private by default
onfirm AI
Which projects need attention this week?
2 projects are at schedule risk.
Mộc Lan Home42%
Sương Mai Tea5d
Internal comments stay internal
Clients only see what’s shared; internal threads stay hidden.
Proposal · Sương Mai rebrand
AI drafting slide 4/12…
8% discount · pendingMini apps
Brand Vault, proposal generator… plug into the portal as apps.
Great alone, better together
Every area shares one data spine with the rest of onfirm.
Learn more
Frequently asked questions
Can the portal use our own domain?
Yes. Each workspace uses its own domain, logo, colors and sender email.
Do clients need an account?
Clients sign in with email (magic link), Google or Microsoft; each client only sees their own projects.
What are mini apps?
Small apps that plug into the portal — like Brand Vault or the proposal generator — sharing data and permissions.
Turn your tools into one system.
Connect clients, sales, contracts, delivery, finance, people and AI into one operating flow.