Client management
Keep client profiles, accounts, applications and communication organized in one private agency workspace.
CLIENT & APPLICATION MANAGEMENT
Everything your agency and clients need, in one place.
ClientPort gives agencies a private workspace to manage clients, applications, documents and updates — while giving every client a simple place to follow their case.
Built for agencies that manage real client applications.
01 One clear case view02 Fewer follow-ups03 A more connected team
BUILT FOR THE WORK BEHIND EVERY CASE
ONE WORKSPACE FORClientsApplicationsDocumentsCommunication
THE PLATFORM
Keep every part of the client journey connected.
ClientPort brings the work your team already does into one organized workspace.
Application management
Create, manage and track applications with structured forms, statuses, tasks and a clear application workspace.
Document management
Request, upload, preview, approve and organize documents connected to each client application.
AI application builder
Use AI to generate professional application forms and reduce the time needed to build new workflows.
Custom forms & templates
Build agency-specific forms with custom sections, fields and document requirements, then reuse them as templates.
Notifications & email
Keep clients and staff informed with application updates, notifications, SMTP and agency-controlled email sending.
Agency & staff workspace
Manage your team, clients and daily operations from a centralized agency dashboard with role-based access.
Secure cloud storage
Keep application files in a private workspace with storage monitoring and secure document access.
SIMPLE, TRANSPARENT OPTIONS
Plans that grow with your agency.
Start with a 14-day free trial, then choose the workspace that fits your team. All plans include a private agency workspace and secure client access.
FOR SMALL AGENCIES
Starter
Essential tools for organized client and application management.
USD 49 / month
Annual billing: USD 490/year
Includes
- Private agency workspace
- Secure client portal
- Application & document management
- Application status tracking
10Clients
2Staff
25Applications
30 GBStorage
MOST POPULAR
FOR GROWING AGENCIES
Professional
More room for teams coordinating staff, applications, and client communication.
USD 79 / month
Annual billing: USD 790/year
Includes
- Everything in Starter
- Custom application forms
- AI application generator
- Staff collaboration
100Clients
10Staff
UnlimitedApplications
100 GBStorage
FOR ESTABLISHED AGENCIES
Enterprise
Expanded capabilities for agencies with more complex operational needs.
USD 99 / month
Annual billing: USD 990/year
Includes
- Everything in Professional
- Custom workspace configuration
- Dedicated onboarding
- Advanced agency operations
CustomClients
CustomStaff
UnlimitedApplications
300 GBStorage
Plan details are managed by ClientPort. No payment is collected during the free trial.
HOW IT WORKS
Simple for your team. Clear for your clients.
01
Create your workspace
Set up your agency and configure the tools your team needs.
02
Invite your clients
Give each client their own secure account connected to their agency.
03
Manage the application
Collect information, documents and updates without losing the thread.
FOR AGENCIES
A private workspace built around the way your agency works.
Keep your staff, clients, applications and documents in one place while retaining control over your agency workflow.
- Private agency workspace
- Staff and client accounts
- Custom application forms
- Application status tracking
- Agency-controlled email sending
AGENCY WORKSPACEPrivate
48Active clients
72Applications
214Documents
Client updatesAgency mailbox
Workspace accessStaff managed
SJ
Sarah JohnsonClient account
Study PermitUnder review
Application progress
Documents 6 / 8Updates 3
FOR CLIENTS
A clear place to follow what is happening with your application.
Clients get their own account where they can see application information, upload documents and receive updates from their agency.
- See application information
- Upload requested documents
- Track application status
- Receive agency updates
ClientPort
Bring your client applications into one place.
Create your workspace and start building a clearer client experience.