# Upclient Docs > Run client onboarding, portals, projects, and delivery with Upclient. ## Docs - [Welcome](https://upclient.app/docs): 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. - [Getting Started](https://upclient.app/docs/getting-started): Create your Upclient account, set up your workspace and portal, and join a team you've been invited to. - [Project Templates](https://upclient.app/docs/project-templates): Save a project structure once and reuse it to start every new client project the same way. - [Contracts](https://upclient.app/docs/contracts): Write reusable contracts or start from the library, send them on tasks, collect legally binding e-signatures, and track every sent contract from one page. - [Clients](https://upclient.app/docs/clients): Keep the companies and people you work with in one place, add a company and its first person in one step, see each company's people and projects, and choose each company's primary contact. - [People](https://upclient.app/docs/contacts): Keep the people on your clients' side in one list, link them to companies, manage their client portal access, and delete them safely. - [Connect Claude](https://upclient.app/docs/connect-claude): Add Upclient as a connector in Claude or Claude Code so you can ask about projects, tasks, clients and messages, and make changes, in plain language. ## Projects - [Projects](https://upclient.app/docs/projects): Create projects for your clients, track their progress, and find everything about a client engagement in one place. - [Tasks](https://upclient.app/docs/projects/tasks): Create tasks for your team and your clients, ask clients for files, forms, signatures and contracts, and review their work. - [Stages](https://upclient.app/docs/projects/stages): Group a project's tasks into stages, decide which stages clients see, and track progress stage by stage. - [Project Messages](https://upclient.app/docs/projects/messages): Talk with clients and teammates in project conversations, keep internal discussions private, and control who can see each conversation. - [Files](https://upclient.app/docs/projects/file-management): Keep a project's files in one place, organize them into folders, and decide which ones clients can see. - [Project Members](https://upclient.app/docs/projects/members): Add teammates and clients to a project, invite clients to the client portal, follow each client's portal access, and preview what they see. - [Portal Pages](https://upclient.app/docs/projects/pages): Write pages for a project's client portal with text, videos, booking calendars, forms and the client's own details. - [Workflows](https://upclient.app/docs/projects/workflows): Automate project follow-ups with recipes you adjust, test and turn on. - [Project Settings](https://upclient.app/docs/projects/settings): Update a project's details, dates, owner, client contact and time zone, save it as a template, or delete it. ## Client Portal - [Client Portal](https://upclient.app/docs/client-portal): How clients get into your branded portal, what they see there, how passwords work, which emails they receive, and how to preview the portal yourself. - [Portal Tasks](https://upclient.app/docs/client-portal/tasks): How clients find their tasks in the portal, complete forms, uploads, signatures and contracts, and follow the review. - [Portal Files](https://upclient.app/docs/client-portal/files): How clients browse, download, and upload project files in the portal. - [Portal Messages](https://upclient.app/docs/client-portal/messages): How clients read and send messages to your team from the portal, which conversations they can see, and who gets notified. ## Forms - [Forms](https://upclient.app/docs/forms): Build intake and questionnaire forms, send them to clients on tasks or pages, and review every response from one page. ## Workspace - [Workspace Settings](https://upclient.app/docs/workspace): Change your workspace name, portal address, time zone and working hours, brand the client portal with your logo, color, layout and header, and remove the sample client or the whole workspace. - [Team](https://upclient.app/docs/workspace/team): Invite teammates to your workspace, choose their roles, and manage who has access. - [Billing](https://upclient.app/docs/workspace/billing): Start with a 14-day free trial, subscribe to the Upclient plan, and cancel or resume your subscription. - [Notifications and Your Account](https://upclient.app/docs/workspace/notifications): Choose which notifications you get in the app and by email, and manage your profile, password, and account. ## Agent skills - [upclient-docs](https://upclient.app/docs/.well-known/agent-skills/upclient-docs/SKILL.md): Read the Upclient Docs instead of answering from memory. Run client onboarding, portals, projects, and delivery with Upclient. Use when a task involves Upclient Docs: how it works, how to set it up or configure it, or its API. ## Agent resources - [llms-full.txt](https://upclient.app/docs/llms-full.txt): The full Markdown of every page in one file. - [Page Markdown](https://upclient.app/docs/index.md): Append `.md` to any page URL to fetch that page as raw Markdown. - [JSON API](https://upclient.app/docs/api/docs/pages.json): Page index of the JSON docs API; each entry links the page's JSON and Markdown forms. Described by the OpenAPI document at https://upclient.app/docs/openapi.json. - [Agent skills](https://upclient.app/docs/.well-known/agent-skills/index.json): Agent Skills discovery index of the skills this site publishes. - [API catalog](https://upclient.app/docs/.well-known/api-catalog): RFC 9727 linkset of the APIs documented here. - [AI catalog](https://upclient.app/docs/.well-known/ai-catalog.json): ARD manifest of the agent-facing resources on this site (MCP server, skills, APIs). - [agent-readability.json](https://upclient.app/docs/agent-readability.json): Manifest of every agent-facing artifact on this site. - [Sitemap](https://upclient.app/docs/sitemap.xml): Every indexable page URL with its last-modified date.