Client Management
Give clients a professional place to see their own work
Once someone becomes a customer the relationship changes. Client management covers what happens then: a single dashboard for your team, and a portal where the client can see status and files without emailing you.
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Product interface shown with sample data
The problem
Clients ask because they cannot see
Every “any update?” email is a symptom of the same thing: the client has no window into their own project, so the only way to find out is to interrupt you.
Status requests eat the week
Answering the same question for every client is time that could have gone into the work.
Files scattered across email
Documents live in attachments, so the current version is whichever one someone forwarded last.
The relationship feels informal
A business that runs entirely through email threads looks smaller and less organised than it is.
The solution
A dashboard for you, a portal for them
Your team manages every client relationship centrally, and each client gets a professional login to their own project.
- Client portals with a professional login for every client
- Project status visible to the client without asking
- Files shared in the portal rather than as email attachments
- Simplified client management from one centralised dashboard
- The full communication history attached to each client record
Feature details
What client management actually gives you
The specific capabilities behind client management in InvoiceSpider.
Client portals
Give your clients a professional login to view their project status and files. It replaces the status email with somewhere they can simply look.
Shared files
Documents live in the portal against the project, so there is one current version rather than a chain of attachments.
Centralised client dashboard
Manage every client relationship from one dashboard instead of moving between a CRM, a folder and an inbox.
Status without the email
Because progress is visible to the client, routine update requests stop arriving in the first place.
Full history on the record
Communication history stays attached to the client, so context survives holidays, handovers and repeat engagements.
A more professional impression
A branded login is a small thing that makes a small team look like an established one.
Workflow
How a client uses the portal
- 1
Invited
The client receives a professional login for their project.
- 2
Sees status
They view current progress without needing to ask.
- 3
Gets files
Documents are shared in the portal against the project.
- 4
Stays informed
Updates appear as the job moves, so routine chasing stops.
Benefits
What changes day to day
The practical difference once this is running.
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Fewer interruptions
Clients check the portal instead of emailing for an update.
-
One version of every file
Documents live against the project, not in an attachment chain.
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Stronger impression
A professional client login signals that the work is run properly.
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Context that survives
History stays on the record through handovers and repeat work.
Use cases
Where it earns its keep
Three situations teams tell us about most often.
Ongoing retainers
Retainer clients see what has been delivered this month without a standing status call.
Document-heavy engagements
Clients collect and review documents in one place rather than across a long email chain.
Long-running projects
A client on a multi-week job can check progress themselves rather than calling for reassurance.
FAQ
Client Management questions
What teams ask before switching this on.
What can a client see in the portal?
Their project status and their files. The portal exists so the client can answer routine questions themselves rather than emailing for an update.
Does each client get their own login?
Yes. Client portals provide a professional login per client, which is part of what makes the arrangement feel established rather than ad hoc.
How is this different from the CRM?
The CRM is your internal view of the relationship and the deal. Client management is about the ongoing customer — the central dashboard your team works from, and the portal the client sees.
Can I use my own domain and email?
Custom domain and custom email are available on the Enterprise plan. See the pricing page for what each plan includes.
Put client management to work
Start a free trial and set this up with your own data, or book a walkthrough with the team.
- 14-day free trial
- No credit card required
- Cancel anytime