---
title: Welcome
description: 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.
icon: rocket
---

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](/docs/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](/docs/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](/docs/projects/tasks) and [Forms](/docs/forms).
- **Send contracts.** Write contracts once, send them on tasks, and collect signatures and countersignatures. See [Contracts](/docs/contracts).
- **Repeat what works.** Turn a project into a template and start every new client from it. See [Project Templates](/docs/project-templates).
- **Automate follow-ups.** Due date reminders and workflows move work along without manual chasing. See [Workflows](/docs/projects/workflows).
- **Keep track of clients.** Keep the companies and people you work with in one place under [Clients](/docs/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](/docs/projects/tasks#your-tasks-across-projects).

## Where to start

1. [Get started](/docs/getting-started): create your account and set up your workspace.
2. [Invite your team](/docs/workspace/team) and [brand your portal](/docs/workspace).
3. [Create a project](/docs/projects), add tasks, and invite your client.