Client portal
Open your client portal.
Use your approved client email to sign in. After verification, this device stays signed in for about 30 days unless you sign out.
Once signed in, clients can review current progress, next steps, documents, ideas, and invoice history without digging through unrelated screens.
Access is limited to approved client contact emails. The email link is time-limited, but this device stays signed in for about 30 days after verification.
You should only need a new link on a new device, after signing out, or after the saved session expires. If nothing shows up, check spam or promotions before requesting another link.