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A Client Experience With Your Name and Brand

Customizable Look and Feel for Your Customer Portal

Create your own fully branded client experience. From a personalized URL and extensive design choices to welcome messages and visibility settings, it’s all in your control.

custom branded experience
custom client portal

A Client Portal Tool Connected With Moxie

Clients can schedule meetings, collaborate on projects, sign proposals, pay invoices, and more — all from the comfort of their custom client portal.

Freelancers love Moxie's Customer Portal Software

Client Collaboration Made Easy

Invite clients to work with you without worrying about privacy or personal information. Exchange notes, files, and sensitive payment information confidently — no shared passwords necessary.

portal client collaboration
client portal app

Proactive Client Prompts and Communication Tools

Let your client portal app do the nudging for you. After logging in, your clients will be prompted to complete actions like paying outstanding invoices, signing contracts, and approving deliverables.

Who Is This Feature Perfect For?

Moxie’s client portal is ideal for:

  • Freelancers and solopreneurs who want to create a polished, professional experience for clients without juggling multiple platforms.
  • Creative professionals like designers, developers, and copywriters who want to centralize proposals, projects, and communication.
  • Consultants and coaches who regularly share documents, schedule meetings, and handle payments with clients.
  • Small teams that want to offer a streamlined, branded experience while staying organized and responsive.

If your goal is to boost client trust, save time, and look like the pro you are, Moxie’s client portal delivers.

Freelance Client Portal FAQs

Can I customize the look of my client portal?

Yes! You can personalize your portal with your own logo, color palette, welcome message, and even a branded URL. It’s your business, make it look like your business.

What can clients do in the portal?

They can view and pay invoices, sign contracts, schedule meetings, review deliverables, comment on projects, and more, all in one place.

Is it safe to share sensitive documents through the portal?

Absolutely. Moxie’s secure infrastructure ensures files and communication stay private. You’ll never have to send a contract over unsecured email again.

Does the portal work on mobile?

Yes, your clients can access the portal from any device. Whether they’re reviewing a proposal on their phone or paying an invoice on their tablet, the experience stays seamless.

Can I control what clients see?

You bet. You have full control over what’s visible in each client’s portal. Choose which files, projects, or messages to share. Everything stays as public or private as you want it to be.

Will my client know they're using Moxie?

Nope. Your client portal is white-labeled with your branding, so your clients will feel like they’re logging into a portal made just for them, because they are.

Client portal

Perfect your client experience

Get started with Moxie
Starter
A foundation for managing projects and clients, creating invoices and organizing future opportunities.
$12/month
Or $10/month when you pay annually
Pro
White-labeled client portal and ticketing system to wow your clients, plus a business phone line and automations.
$25/month
Or $20/month when you pay annually
Teams
Collaborative projects and tasks and custom access levels for your accountant, assistant, and business partner.
$40/month
Or $32/month when you pay annually
More details and FAQs