A client portal is a private, branded space where a client can see their own documents, invoices, and payment history without emailing to ask for a copy. Hanko creates one automatically for every client — it isn't a separate product to configure — and populates it with the proposals, agreements, and invoices already sent to them. On the Pro plan, portals can run on a custom domain.
What's in a client's portal
Everything already sent to that client, in one place: proposals and their approval status, signed agreements, invoices and whether they're paid, and payment receipts including on-chain confirmations where relevant.
- Proposal and agreement history with status
- Invoices, paid or outstanding
- Payment receipts, including block-explorer links for crypto payments
- Available on a custom domain on the Pro plan
Client portal vs. a shared drive or email thread
A portal replaces the pattern of a client emailing to ask 'can you resend that invoice' or 'where's our contract.' Because it's generated from documents already in the system, there's no separate step to keep it current — it isn't a second copy that can go stale.
Who this fits
Any service business billing clients repeatedly benefits more than one that invoices a client once. Retainer agencies and ongoing consulting relationships get the most use out of a portal a client returns to monthly.
- Agencies billing monthly retainers
- Consultants with ongoing engagements
- Studios managing several concurrent client projects
Frequently asked questions
What is a client portal?
A client portal is a private, branded space where a client can view their own proposals, agreements, invoices, and payment history without requesting copies by email.
Do I have to set up a portal separately for each client?
No. A portal is created automatically the first time a proposal or invoice is sent to a client, and it fills in with documents already in the system.
Can the client portal use my own domain?
Yes, on the Pro plan. Client portals can run on a custom domain instead of a shared Hanko subdomain.
Is a client portal different from a CRM?
A CRM is built for the business to manage its own pipeline and contacts. A client portal is client-facing — it's what the client themselves sees when they log in to check on a proposal, agreement, or invoice.
Does the portal show payment status?
Yes. Invoices show as paid or outstanding, and paid invoices include a receipt — with a block-explorer link for stablecoin payments.