Client onboarding without the email chaos
Send requests, collect information, and keep clients informed — all in one branded portal. No more scattered emails and lost attachments.
Sound familiar?
Why teams switch to ClientRoom
- Clients miss attachments buried in long email threads
- Email threads get messy and impossible to follow
- Requests fall through the cracks without a system
- No one knows what's outstanding or complete
A better way
One structured portal replaces all of it
ClientRoom gives every client a clean portal where requests, files, and progress are always organized and visible. No more searching, no more follow-ups, no more guesswork.
- Every request tracked in one place
- Clients see exactly what they need to do
- Files and comments stay in context
Everything you need to manage client work
Stop juggling emails, spreadsheets, and shared drives. ClientRoom gives you one place to send requests, collect information, and collaborate with clients.
Request Templates
Build reusable templates with sections and fields. Send structured requests to clients in seconds, not hours.
Branded Portals
Give each client their own branded portal on a custom subdomain. Your brand, your experience.
Progress Tracking
Visual progress indicators so clients always know what's done, what's pending, and what needs their attention.
File Management
Secure upload and download for documents. No more digging through email threads for that one attachment.
Comments & Collaboration
Field-level discussion keeps conversations in context. No more miscommunication or lost threads.
E-Signatures
Collect legally binding digital signatures inline, right where they're needed. No separate signing tools required.
Ready to simplify client collaboration?
Set up your portal in minutes. No credit card required to start.
Simple pricing that scales with you
All plans include unlimited clients, templates, file uploads, and more. Pick the plan that fits your team.
Starter
$39 /month
For small teams getting started with client portals.
Plan includes:
- 20 open requests
- 2 team seats
- 20 GB storage
- Portal branding
Pro
$79 /month
For growing teams that need more capacity and customization.
Plan includes:
- 50 open requests
- 5 team seats
- 50 GB storage
- Portal branding
- Custom domain
- Custom email domain
Business
$149 /month
For teams managing many clients at scale.
Plan includes:
- 150 open requests
- 10 team seats
- 100 GB storage
- Portal branding
- Custom domain
- Custom email domain
All plans include:
| Features | Starter | Pro | Business |
|---|---|---|---|
| Limits | |||
| Open Requests | 20 | 50 | 150 |
| Team Seats | 2 | 5 | 10 |
| Storage | 20 GB | 50 GB | 100 GB |
| Branding & Domains | |||
| Portal Branding | |||
| Custom Domain | |||
| Custom Email Domain | |||
| Included in All Plans | |||
| Unlimited Clients | |||
| Client Portal & Request Pages | |||
| Templates | |||
| File Uploads | |||
| Reminders | |||
| Internal Notes & Comments | |||
| E-Signatures | |||
| PDF Exports | |||
| Get Started | Get Started | Get Started | |