Welcome

Upclient gives your clients one branded portal for onboarding, tasks, files, messages, and contracts, and gives your team one place to run every client project.

Upclient is a client portal for service businesses. Your team runs each client engagement as a project, and your clients see what’s needed from them in a branded portal: tasks to complete, forms to fill in, files to share, contracts to sign, and messages with your team.

What you can do with Upclient

• Run client projects. Organize work into stages and tasks, keep messages and files with the project, and see progress at a glance. See Projects.
• Give clients a portal. Clients sign in to a portal with your logo and colors and see only the projects, tasks, files, and conversations you share with them. See Client Portal.
• Collect what you need. Ask clients to upload files, fill in forms, sign, or review embedded content, right on a task. See Tasks and Forms.
• Send contracts. Write contracts once, send them on tasks, and collect signatures and countersignatures. See Contracts.
• Repeat what works. Turn a project into a template and start every new client from it. See Project Templates.
• Automate follow-ups. Due date reminders and workflows move work along without manual chasing. See Workflows.
• Keep track of clients. Keep the companies and people you work with in one place under Clients.

Your tasks

Tasks is the first page you see after signing in. It lists tasks from all your projects in four views: Mine, All, Needs review, and Waiting on client. See Your tasks across projects.

Where to start

1. Get started: create your account and set up your workspace.
2. Invite your team and brand your portal.
3. Create a project, add tasks, and invite your client.