New updates and improvements to Copilot.

January 27, 2023

Notification Attachments

We now include PDF attachments in some of our email notifications to make the experience for your clients more seamless. This eliminates the need for clients to navigate into your portal to access and download files. Initially, we are including PDFs in two email notifications:

  • Open invoice notifications. Email notifications to clients about open invoices now include the PDF for the invoice as an attachment.
  • Signed contract notifications. Email notifications to clients and internal users that are sent when a document has been signed by all parties now include the PDF for the signed contract as an attachment.


We are grateful for the increasing number of trials being initiated by our customers and partners. To make it easier for you to spread the word about Copilot, you can now click on 'Referrals' in the sidebar and share a unique invite link with anyone. You can earn up to $500 (in Amazon gift card credits) per referral.

Improvements & Updates

  • Improved the experience of copying links (client invite links, invoice payment links, Helpdesk article links, etc.). In the past copying on some mobile browsers didn't work at all and copying a link really quickly after an entity is created also didn't work. The new set of improvements fixes this problem comprehensively.
  • Redesigned our invoice templates. The new invoices look more polished with better alignment and spacing. We transitioned to text-based PDF generation (we previously used image-based PDF generation) which means that PDFs now have smaller file sizes and that it's possible to copy text from the PDF.  
  • Improved how search works in the Helpdesk App.
  • Fixed a number of UI bugs that were introduced with the new layout we rolled out last week. You'll notice small changes in alignment, padding, etc. across the product that makes feel just a little more polished.
  • Fixed a bug where for Partner Apps and Custom Apps we didn't show the app title in the top.
January 19, 2023

The Copilot Winter Release

We're excited to share details of the Copilot Winter Release – the most significant release in our company's history. It includes four major new features and hundreds of design and performance improvements. Read on!

A revamped Copilot Admin

The new Copilot Admin is out and you can access it by logging in on copilot.com. You'll see a refreshed look, faster loading speeds, improved search, and a better overview of everything important to your business. The client experience (i.e. , your portal) is now located on a different URL, which you can access by clicking on Client experience at the bottom of the sidebar.

Workspaces and Workspace Switching

We’ve been surprised by how many businesses set up multiple portals, each with its own brand, to better cater to different audiences. We saw this with accounting firms that set up a separate crypto practice, growth marketing firms that set up unique brands for paid and content marketing, law firms that set up unique brands for serving businesses and individuals, and many others. In addition, we saw many marketing agencies that set up portals for their clients and wanted an easier way to manage them. Given the above, we’ve added full support for managing and easily switching between multiple portals.

More customizations for your portal

On the Customization page you now have access to several new ways of making your portal better match the brand identity of your business.

  • Color customization. Instead of specifying just a single color for your portal, you can now set a sidebar color, a sidebar font color, and an accent color.
  • Logo and icon customization. In addition to supporting square icons, you can now upload a full logo. This full-size logo is automatically be used on your portal sign-in page as well as on invoices.
  • Font customizations. With the new font picker, you can select from dozens of fonts to match your brand.

Easier migrations with Client Import

If you have a list of clients stored in another product like Salesforce, HubSpot, or even just a spreadsheet, we now have a streamlined workflow that lets you import 100s of clients in less than a minute. You can use the importer to import clients, or you can use it to update clients. Updating is especially helpful if you have custom field data stored in another system and you want Copilot to be your source of truth for all client information.

Improvement & Updates

  • Redesigned the layout of the Copilot Admin and the client portal. Both now utilize vertical space much better, giving more space to the app surface area. This is especially useful if you're using Partner Apps or Custom Apps.
  • Made several improvements to the Copilot Messaging App including beautiful URL previews, smart embeds, and better performance.
  • Streamlined the invoice creation process. When you create a new invoice, you can now Open it immediately rather than having to create a draft invoice that you set to Open after.
  • Made it easier to share a link with clients where they can sign up directly. You'll now see Copy client sign up link as an option when you click Create client on the Clients page.
  • Redesigned the search experience on all pages. The search bar now expands when you click on the search icon and collapses when you're done with a search.
  • Released a new version of Copilot University.
November 16, 2022

Improvements & Updates

  • Added support for banks in Indonesia.
  • Improved the layout of several pages in the Admin experience. We now make better use of horizontal space on small and large screens.
  • Improved how validation works across entity types (company names, custom fields, etc.). We now remove all white spaces in the beginning of end of  entity names to reduce the chance that you accidentally create duplicate entities.
  • Improved the custom domain setup process. It now works seamlessly if you switch from one custom domain to another.
  • Improved the design of the Knowledge base module if no tags have been added. We now hide the table of contents if no tags have been added.
  • Improved the experience of adding a Partner App. We now show option "Don’t see your App?" at the end and better guide you through adding an app that is not shown.
  • Fixed a bug where in rare situations messaging email notifications were not delivered even if you selected Always in your notification settings.
  • [Integrations] Fixed a bug that prevented sync with QuickBooks Online if you don't have a default sales item setup.
  • [Zapier] Added support for passing companyId as a parameter to the List Clients action.
October 27, 2022

Improvements & Updates

  • After you create a client, the snackbar that shows now contains a link to the client details page.
  • Renamed 'Extensions' to 'Apps' everywhere in the product.
  • Fixed a bug where in very rare cases there was a $0.01 inconsistency between invoices in your portal and invoices in QuickBooks due to differences in rounding logic.
  • Fixed a bug where the Knowledge base item on the sidebar previously didn't show as selected when you are on the article editor page.
  • Fixed a bug that prevented scrolling on the Knowledge base page if you are using Firefox on mobile.
  • Improved the animations used to open and close items in the sidebar.
October 6, 2022

Improved Client Invites

We improved the experience of adding and inviting new clients. After you create a client you will now see the modal below, which makes copying and manually sharing the client invite link the primary action. We made this changes because we learned that most people prefer to invite clients by sharing the invite link in an existing email or text conversation. If you prefer the old flow, you can still use automatic email invites by clicking on Send email invite.

Improvements & Updates

  • Added an Enterprise feature that makes it possible to automatically backup files to an an AWS S3 bucket.
  • Fixed a bug where in very rare cases subscriptions continued beyond the number of cycles they were set for.
  • Fixed 2 bugs that prevented saving notification preferences.
September 21, 2022

Improvements & Updates

  • Added hourly/minute time stamps in the Files module so it is more clear when precisely files are uploaded.
  • Updated the formatting of email notifications to further help with email deliverability.
  • Improved the user experience of connecting a custom domain and custom email domain.
  • Improved the copy on email notifications to make them sound more natural.
  • Improved the layout on the new eSignatures experience.
  • Redesigned the snackbars that are shown for success and error messages.
September 15, 2022

eSignatures 2.0

We rebuilt the eSignatures feature from scratch. With the latest release client users can complete eSignature requests from their mobile device. And internal users now have control over the size of blocks that they add. We've also made various other improvements to make the request and signing experience more intuitive and faster.

Improved Email Deliverability

Your clients are primarily notified about new messages, invoices, and other events via email notifications, so it's critical that email notifications are consistently delivered to their inbox and don't go to spam. With this release we made numerous improvements to email deliverability so that email notifications never go to Microsoft/Outlook quarantine and only vary rarely go into the spam folder.

Improvements & Fixes

  • Added support for invite links for internal users. If you'd like to invite a team member, after you create them on the Settings > Team page you can now use the 'copy invite link' action.
  • Added support for client import. If you need to import a large number of clients contact support and we'll help you out. Later this year, this feature will be available in-product as well.
  • Added support for Thailand bank accounts.
  • Improved and simplified the Modules & Extensions page.
  • Improved the mass-messaging feature so that it runs asynchronously and works with large numbers of clients.
  • Fixed a bug where turning on/off in-product notifications for Messaging didn't work in some rare cases.
August 25, 2022

Notification Settings

We know that everyone has different preferences when it comes to notifications. With our new notification settings menu, internal users can control precisely when they are notified. You can turn on/off specific notifications and select whether you want to be notified in-product, via email, or both.

Improvements & Updates

  • Added validation for folder names so that you can no longer upload a folder with a "/". Previously these folders were automatically hidden.
  • Subscriptions now generate invoices at 8AM in the internal user's time zone.
  • Fixed a bug where embed previews in the Messaging module didn't link to the right location in some situations.
August 12, 2022

Folder Automations

You can now set up automations that involve folder creation. For example, you can set up an automation where a default folder structure is automatically set up for each new client. This automation, as well as our other ones, can be set up on Zapier or with our API.

Improvements & Updates

  • Added support for most popular file types in the Knowledge base. When creating an article, you can now add Word, Excel, CSV, and most other file types.
  • Improved the performance of using the Forms module. Previously the user experience was laggy when you had a very large number of questions.
  • Improved the mobile user experience of opening and collapsing sidebar items that have subsections (Billing, Extensions, etc.).
  • Improved the user experience of interacting with snackbars. Clicking 'X' on them now immediately hides them.
  • Redesigned the command bar (Command + K) menu.
  • Renamed various button in the internal user experience to make the primary action more clear.
  • Fixed a bug that incorrectly showed the custom email domain connection status as "verifying" even though setup was already successful.
  • Fixed a bug that prevented loading of your portal if your computer time is incorrectly set.
  • Fixed a bug that prevented new portal from being created if certain special characters were used in the name.
  • Fixed a bug that prevented some knowledge base articles from being updated if they had a large amount of content.
  • Fixed a bug that previously made it impossible to update a scheduled subscription so that it instead starts immediately.
  • Fixed a bug that caused 2 success snackbars to be shown in some circumstances.
  • Fixed a bug that prevented users from removing some recommended resources cards on the home screen.
July 12, 2022

Form Automations

You can now set up automations that involve forms. You can read about the new form-specific endpoints and webhooks in our API documentation or look at the new triggers in our updated Zapier profile. With the new automations you can:

  • Automatically assign a form to a client if something happens in your portal or externally. For example, if you have an onboarding form you can set it up so that clients are assigned the form when they log in the first time.
  • Use form response data in your portal or externally. For example, you can use form response data to update custom field values in your portal or to fill out information in an external CRM.

Client Branding

When your clients are logged in to your portal, previously they would always see your portal name and icon in the sidebar. With our new client branding option, you can customize the client experience so that clients alternatively see their associated company name and icon in the sidebar. This option is only available if you have have companies enabled in your portal.

Improvements & Updates

  • Redesigned the command bar so it stands out more and is easier to navigate.
  • Improved the experience of using the sidebar and clicking on items with sub-sections on mobile devices.
  • Improved the design of buttons and fixed a visual bug where after clicking on a button it would sometimes not revert to an unselected state.
  • Fixed a bug where on the command bar client images were not getting updated.
June 30, 2022

Home Tab

Internal users can now access a new Home page in their portal. The purpose of the page is to act as a command center for your business and surface useful information and tips. The page is split into 3 sections:

  • Setup guide provides new users a check-list of things to do to get fully set up.
  • Latest release provides details about the latest update to our software and a link to our changelog.
  • Recommended resources shows a feed of recommended resources, best practices, and advanced user tips.

The cards you see are based on many factors including your industry, company size, user type (admin or staff), usage trends, and others. If you don't want to see a card, you can click it away by clicking on the X in the top-right of the card. Later this year, we're going to expand on today's release and surface analytics on the home page.

New sidebar

In addition to the Home tab at the top, you'll also see a few other updates to the internal user sidebar. The client experience remains the same.

  • We've moved some of the items that were previously in your settings and moved them to the main sidebar. If you click on Portal you'll see that this section expands to show you the Customizations and the Modules and Extensions pages.
  • If you have 1 or more Extensions added, you will now see just a single Extensions item in your sidebar. When you click on it, the section expands and surfaces all the Extensions you have added.
  • The CRM page is now called Clients.

Improvements & Updates

  • Added a new Zapier trigger for List Companies.
  • Updated various links to point to our new help center.
  • Fixed a bug thatd blocked some subscriptions from updates after they started.
June 23, 2022

Improvements & Updates

  • Updated multiple links in the command bar menu to point to our new help center and video collection.
  • Improved the process of connecting a custom domain and made it more seamless and real-time.
  • Fixed a bug that prevented some subscriptions from being updated after they already started.
June 9, 2022

Advanced Subscription Edits

When you edit an active subscription, you can now take 2 additional actions using the right-sidebar. The first lets you prorate changes and the second lets you reset the billing cycle. You can also see a preview of the next invoice, including the amount and date.

Portal University

Over the last 2 months we've been building a collection of video tutorials to help new users get set up and to help advanced users get the most out of the product. We're working on many new videos, but you can see what we have so far here.

Improvements & Updates

  • Added the ability to surface invoice numbers directly on the Invoices page. If you don't see them, click on the filter button to show the column.
  • Fixed an issue that in some situations caused the same invoice numbers to be used more than once.
June 6, 2022

Improvements & Updates

  • Added a security step for internal users where email ownership is verified.
  • Added a Zapier trigger for Client Activated (i.e. for when a client signs in the first time).
  • Fixed a bug that prevented some client users from adding a company name in their settings.
  • Fixed 2 spelling mistakes in client email notifications.
May 19, 2022

No-company mode

Many businesses have customers who are individuals and the field "company" doesn't make any sense. On the Settings > General page, you can now turn off companies if you operate a business like this. When you turn off companies:

  • In the internal experience, the "Company" column is hidden on the CRM and you cannot create company-level channels or assign invoices/forms to companies.
  • In the client experience, clients do not see a Settings > Team page (where they could previously see other users on their team). The company field is also hidden in the direct sign-up experience.

Company-first mode

Many businesses are the opposite – they think of their customers by the company name rather than one or more associated individuals with a first and last name. To better support businesses like this, on Settings > General, you can now set the default channel for clients with companies to "Company channels" instead of "Individual client channels". When you set the default channel to company channels this means:

  • When you create a new client with a company that doesn't exist yet, a company-level messaging and company-level files channel will be created.
  • When you create a new client with a company that already exists, no new channels will be created. Instead, the client will join the existing company-level channels.

Note that along with the above changes, on the client details page you can now see all channels associated with the client – individual channels, group channels, and company channels as opposed to just the individual channel. You can also delete any channel, as long as the client has at least one channel left.

Improvements & Updates

  • Improved the experience of placing a block in the eSignatures flow. Previously, after dropping a block it occasionally moved a few pixels to the side. This should no longer happen, regardless of the zoom level in your browser.
  • Improved the design of icons and hover states on the CRM page.
  • Improved the stability of the mass message features. You can now send mass messages to 1000s of clients in one step.
  • Improved the copy and fixed some spelling mistakes in form-related email notifications.
May 11, 2022

Subscription Edits

From the Subscriptions page, for any active subscription you can now click on the "Edit" button to edit the subscription. Specifically, you can (1) update line items, (2) change the billing period, start date, and end date, and (3) switch between automatic payments and manual invoicing.

Improvements & Updates

  • Improved how Authenticated Extensions render in the client experience. The Extensions now take up all the available vertical space.
  • Improved the mobile design & scrolling experience of Knowledge base articles.
  • Removed search in the client experience for pages that don't support it.
  • Fixed a bug that prevented folders with special characters from being downloaded.
  • Fixed a bug where on the CRM the "Remove company" action showed even if no company was selected.
May 5, 2022

Command Bar

The command bar lets you navigate around your portal and complete quick actions with just your keyboard. To pull up the command bar, press Command and K (on Mac) or Control and K (on Windows). Alternatively, you can press C  to create a new entity (client, invoice, etc.) or press O to open a new client. Note that pulling up the command bar on any client details page brings up a different set of actions that are client-specific.

Improvements & Updates

  • Updated the shortcuts menu.
  • Added "auto-size embed" option for Authenticated Extensions.
  • Fixed a bug that prevented search from working on the Messages page.
April 28, 2022

SOC 2 Compliance

Portal is now SOC 2 certified, which allows us to deliver the highest level of data security, transparency, and compliance to our customers. Our comprehensive SOC 2 audit was carried out by Insight Assurance LLC, a licensed accounting firm registered with The American Institute of Certified Public Accountants (AICPA). You can read more about the importance of SOC2 in this blog post.

HIPAA Compliance

Portal is now HIPAA-compliant, which means healthcare startups and healthcare consulting firms can now use our client portal software for their business operations without worrying about data privacy breaches for their patients. Our client collaboration portal allows you to easily productize your healthcare services and deliver streamlined customer experiences to your clients. You can read more about the importance of HIPAA in this blog post.

Security Center

With SOC2 and HIPAA compliance in place, we're also launching a security center that lets you get a better understanding of our security posture and request private documents. You can access our security center here.

Improvements & Updates

  • Fixed a bug where due dates for auto-charge subscription were set with a due date of 30 days. Auto-charge subscriptions no longer have a due date.
  • Fixed a number of bugs that affected keyboard shortcuts.
April 20, 2022

Improvements & Updates

  • Implemented several improvements to improve email delivery and minimize the likelihood that email notifications go into your clients' spam folders.
  • Improved the flow for connecting a custom email domain.
  • Fixed a bug that resulted in messaging notifications to reappear in the product even if they were previously viewed.
  • Fixed a bug that prevented adding new lines (i.e. spacing) in the welcome message.
  • Fixed a QuickBooks sync issue where marking an invoice as paid manually did not update the invoice status.
April 13, 2022

Improvements & Updates

  • Added shortcuts that let you navigate up/down on channels and left/right on the client details page.
  • Updated the shortcut for submit actions.
  • Improved sync logic with QuickBooks. Invoices assigned to companies (rather than individual clients) now sync correctly.
  • Fixed a bug that resulted in duplicate payments being recorded in QuickBooks.
April 6, 2022

Custom Email Domains

Professional plan users can now connect their own email domain so that clients receive branded email notifications. If your website is agency123.com, for example, you can use notifications@agency123.com to send client email notifications. This feature will improve email deliverability to your clients (i.e. fewer emails going to spam) so we recommend that you set it up. You can connect a custom email domain on the Settings > Domains page.

API Updates

  • Added a section in our API documentation that explains how list endpoints work.
  • Added a list clients endpoint.
  • Added a get company endpoint.
  • Added a list companies endpoint.
  • Added a get form endpoint.
  • Added a list forms endpoint.

Improvements and Fixes

  • Improved our email notification delivery service to make it less likely that emails end up in spam.
  • Improved the position of button dropdowns across the product.
  • Improved the iconography we use for custom fields.
  • Improved the design of scroll bars on table pages.
  • Fixed a bug where company icons would sometimes show inconsistently across the product.
  • Fixed a bug where in rare cases an invoice number is used multiple times.
March 30, 2022

Improvements & Updates

  • Added page titles to Extension pages in the client experience.
  • Improved the experience of uploading large files in the Files module.
  • Improved hover states and menus for table actions.
  • Improved the design of various Settings pages.
  • Changed the default extension type to Global instead of Local.
  • Fixed a bug that caused some client email invites to not be sent.
  • Fixed a bug that occurred with the number of subscription cycles was set to a negative number. This is no longer possible.
March 23, 2022

API Update

We've enabled API access for all users. If you're an admin in your portal you can now navigate to Settings/API and generate your API key (which you'll need if you want to use Zapier). Full API documentation is available here.

Zapier Automations

You can now set up automations using Zapier. This is a a beta release with limited triggers to start, but we're going to expand on the set of automations continuously moving forward. If you would like early access, please ensure that you are on a paid plan and send an email to developers@joinportal.com with subject "Zapier access" and include your portal URL and email. We'll invite you from there.

Authenticated Extensions

With Authenticated Extensions you can embed your own web app into your portal and dynamically render data based on the authenticated client user. This is a great feature for startups that want to make use of some Portal Modules and supplement that with with fully custom functionality. You can learn more about Authenticated Extensions here. Familiarity with software development is required.

When you add an Extension you can now select the option "Opens in new tab". From the client's perspective, when they click on an Extension in the sidebar that is set up this way, rather than showing an embedded iFrame directly in your portal they will now see a new tab open in their browser. This is useful in many situations:

  • Some products don't support embedding for security reasons (usually when authentication is required). Now you can link to those products.
  • Some products don't render nicely when they are embedded. Now they can be accessed in a full-screen native web experience.
  • You can use this feature for bookmarking. For example, if you have a Zoom link that you want clients to join for meeting, you can bookmark it on the sidebar.

Improvements & Updates

  • Fixed a bug that prevented some Modules from being renamed and reordered.
  • Fixed a bug where some invoices were hidden from staff internal users.
March 17, 2022

Improvements & Updates

  • Improved the performance of loading PDF documents when using the eSignatures feature.
  • Added United Arab Emirates as a supported country for Portal Payments.
  • Fixed a bug that caused duplicate email notifications to be sent to internal users when new clients signed up.
  • Fixed a bug that occurred when negative quantities were entered on invoice line items.
March 9, 2022

API Beta

Today we're announcing early access for Portal API. Our REST APIs and Webhooks make it easy to interact with resources in your portal. You can use the API to set up internal automations and connect external tools like HubSpot and Salesforce. Click here view the documentation and see instructions to request early access. Once you're in the beta, admin internal users in your portal will see a new "API" section on Settings.

This initial release includes REST endpoints and Webhooks for clients, companies, and custom fields. Over time you can expect comprehensive API support for all Portal resources — messages, files, invoices, forms, etc.

Improvements & Updates

  • Renamed 'Visibility' to 'Assignees' on the CRM.
  • Improved the experience of upgrading, downgrading, and canceling your portal plan.
  • When connecting a custom domain, added setup instructions for users who use CloudFlare.
March 2, 2022

Module & Extension Consolidation

We've consolidated the Modules and Extensions pages. If you go to Settings > Modules, you'll now see a single page that shows you your modules and extensions. Here you can reorder them, rename them, and change the icon for each.

If you click Add a module that will bring you a new page (shown below) that lets you select from Portal Modules, the most popular extensions (with setup instructions for each), and an option to add a custom module (i.e. add any link or iFrame that supports embedding).

Improvements & Updates

  • Improved the design of breadcrumbs in the Files module (i.e. what is shown at the top when you navigate into a folder) on the Files module.
  • Improved how previews work for Extensions.
February 25, 2022

Improvements & Updates

  • Added support for region-specific AWS accounts for international customers.
  • Made several improvements to the QuickBooks integration so that syncing works better.
  • Improved the design of channels on the Files and Messages pages.
  • Fixed a bug that prevented users from downloading folders with very large files.
February 16, 2022

New icons

We've added over a 100 new icons that you can use to customize your sidebar. You can use custom icons for Extensions and you can also overwrite the default icons for Portal Modules.

Improvements & Updates

  • Improved the experience of saving changes on Settings pages.
  • Ran a data backfill so that payment dates for all past invoices are correct on the Invoices page.
  • Fixed a bug that in some cases prevented users from downloading invoice attachments after an invoice has been paid.
February 10, 2022

Improvements & Updates

  • Improved the performance of the CRM and the Messaging module.
  • Improved the experience for new users on trials. Trial users can now use Extensions without upgrading to the Pro plan.
  • The QuickBooks integration is now available on the Standard plan. It was previously a Professional-only feature.
February 2, 2022

API Beta

After half a year of development we're preparing for the initial release of Portal API and Zapier automations. If you'd like to receive early access, please fill out this short form and join the #API channel in our Slack community.

Improvements & Updates

  • Improved the performance of the Messaging module. Scrolling through conversations and selecting a channel is now 60% faster on average.
  • Improved the initial load speed every portal app.
  • Updated the invite team member modal to make it more clear how per-seat pricing works.
  • Fixed a bug that prevented column sorting from working.
  • Fixed a bug that resulted in the original module names to be used on the client details page (instead of custom names).
January 26, 2022

Improvements & Updates

  • Improved how filters work on the CRM, Invoices, and Subscriptions pages. Filter preferences are now saved across browser sessions.
  • Improved the page load performance on the Messaging module by ~5%. Various additional performance improvements will be released over the next 2 weeks.
  • Improved how images on sign in and sign up pages render. On average they should load 10X+ faster.
  • Tags now auto-sort alphabetically on the Knowledge base.
  • We now show a more helpful error page when a user is experiencing slow Internet speeds.
  • Fixed a bug where removing a company didn't work immediately and required a refresh. Company removal now happens instantaneously.
  • Fixed several UI bugs that caused user avatars to show at slightly different sizes across the product.
January 19, 2022

New Properties for Invoices & Subscriptions

We added several new properties to the Invoices and Subscriptions pages. Most of them are hidden by default and you have to click on the filter button to view them. These new fields should make bank reconciliation easier. All new fields can also be exported.

On the invoices page we have added:

  • Payment date (Date that a payment is made. Please note that for old invoices this property has not yet been backfilled.)
  • Payment method (Credit card or bank account with last 4 digits)
  • Fees (i.e Payment processing fees)
  • Fees absorbed (True or False depending whether the merchant or client pays for the fees)
  • Currency

For subscriptions, we have added:

  • Next payment date (date of the next charge date)

Company Extension Channels

You can now create company-level Local Extensions. This lets you embed a product and make it visible to multiple client users that are assigned to the same company. With this update, you can now create company-level File channels, Message channels, and Local Extensions.

Improvements & Updates

  • Increased the size of the brand icon that shows in the top of your sidebar.
  • Improved the left-alignment of various pages on mobile.
  • When a client only has one messaging channel, we now hide the channel sidebar so that the full width of the page can be dedicated to the message history area.
  • Updated the company icon on the CRM that is shown when no company has been added.
  • On the page where clients accept their invite, updated the copy to make it clear that they are setting a password for their account.
  • Fixed a bug that prevented drag & drop in the Files module when you dropped a file on the root bread crumb.
  • Fixed a bug where the invoices page  flickered briefly after a client pays for an invoice.
January 12, 2022

Improvements and Updates

  • Redesigned the Settings experience in a full-page view. We made numerous updates to make the various Settings subpages clearer and faster to use on desktop and mobile.
  • Invoices will now show the legal company name you set on the Settings/General page instead of the brand name set on the Settings/Customization page.
  • When you initially add your bank or Stripe account, you can now select your country on a dropdown.
  • Fixed a bug that prevented invoices assigned to companies from showing on the client details page.
January 5, 2022

Company Messaging Channels

If you want to send a message to everyone in a company, instead of just an individual client, you can now create a company-level messaging channel.

Improvements and Updates

  • Fixed a bug that caused logos to render incorrectly on invoice PDFs in some scenarios.
December 29, 2021

Company File Channels

If you want to share files with not just a single client, you can now create a company-level file channel that is visible to all clients that are assigned to the company.

Improvements and Updates

  • Users can now log in to their portal joinportal.com. If an email/password is associated with multiple portals, all of the workspaces are shown.
  • Improved the performance of the CRM page. If you have 100s of clients, scrolling on this page should now be much smoother.
  • Fixed a bug where the billing period didn't show on a downloaded invoice.
  • Fixed a bug where some invoices didn't appear on the client details page.
December 23, 2021

Message Edits

You now now hover over any message you have sent and edit it. This feature builds on last week's release where we added message deletions. Note that this feature is only available to internal users. Clients cannot edit messages they have sent.

Improvements and Fixes

  • You can now assign invoices and subscriptions to companies (instead of just individual clients). When you do this, all clients assigned to the company can view and pay for the invoice.
  • When creating an invoice or subscription from the client details page, the client is now auto-filled.
  • Fixed a bug where files with special characters could not be opened on some browsers.
December 15, 2021

International Billing

Starting today, you can use Portal's Billing module with USD, CAD, AUD, EUR, CHF, and GBP currencies. Note that the currency of your portal is based on the connected account. Also note that these new features are limited to one-off invoicing. A future update will extend multi-currency support to subscriptions (recurring invoices).

Delete messages

Internal users now have the ability to hover over a message and delete it. Client users do not have this same ability.

Improvements and Fixes

  • Global Extensions now show on the internal sidebar. Previously they only showed in the client user experience.
  • Improved how embeds render in the new Knowledge base. They now fill the full width of the page.
  • Fixed a bug that prevented some users on Safari from uploading files.
December 8, 2021

Improvements and Fixes

  • Improved the design of tags on the Knowledge base.
  • Improved the mobile editor view on the Knowledge base.
  • Improved the reordering experiences of articles and tags on the Knowledge base.
  • Improved the custom visibility modal on the Knowledge base.
  • Fixed a bug on the Knowledge base page where users were able to horizontally scroll on mobile devices.
  • Fixed a bug on the Client Details page that caused the Files tab to render twice instead of once.
December 1, 2021

Knowledge Base 2.0

We couldn't be more excited to unveil the next iteration of the Knowledge base. If you want to read the full announcement you can view it here. The main feature additions include:

  • A powerful new editor that supports rich text, images, videos, file attachments, and embeds.
  • Custom visibility rules that let you share content with only a subset of your clients.
  • A beautiful redesign that prioritizes the mobile experience.

Improvements and Updates

  • Updated the sender name in email notifications to the portal name. This will make email notifications more relevant.
  • Improved email deliverability so that fewer email notifications land in spam.
  • Improved the mobile design of some settings pages.

November 24, 2021

New Files Module Controls

We added two new preferences to the Files Module. These preferences are accessible to internal Admin users on the Settings/Files page.

The first new preference lets you control if clients should be able to add their own files. We've heard from many of you that you want files for clients to be read-only, and that is now possible.

The second new preference lets you lock folder structures. If you want all of your client information to be organized in the same way (i.e. with the same folder hierarchy), you can now do that.

Improvements and Fixes

  • Fixed a bug that prevented client users on mobile from navigating between Extensions.
November 18, 2021

Improvements and Fixes

  • Added an option to Settings/Files that lets you prevent client users from deleting files. By default this setting is disabled.
  • Improved how the Extension page renders to clients. It now takes up the full page width when there is just one connected channel.
  • Updated the Settings/Plans page to clarify differences between the Standard and Pro plans.
  • Fixed a bug that prevented some users from connecting their Stripe account.
November 11, 2021

New Admin Controls

Added an option to the Settings/General page that lets you disable the ability of client users to invite colleagues to their company. Also added an option to Settings/Files that lets you hide the Files page from clients who have no files uploaded. This is useful if you're only using the Files Module for a subset of your clients.

Improvements and fixes

  • Fixed a bug that caused deleted clients to not appear correctly on the Invoices page.
  • Fixed the design of the Messages page when you have no conversations.
  • Improved the design of divider lines on message channels.
  • The 'Refer Portal' settings page is now only visible to customers on paid plans.
November 5, 2021

Improvements And Fixes

  • Added a new page that shows when a user is having Internet connectivity issues.
  • Added the ability for client users to remove their only on-file payment method (as long as it is not being used in an active subscription).
  • Improved the performance of the eSignature request experience. Also fixed an issue where files that were just signed flickered for a few seconds.

Small update this week as we're all focused on the Knowledge Base 2.0 release!

October 27, 2021

Messages Statuses & Read Receipts

When you have a conversation in the Messages Module, you can now see when a message you've sent has been successfully delivered and when it has been read. Small circular avatars indicate specifically which users have read your most recent messages.

Note that this feature is only shown to internal users. Client users cannot see whether or not a message has been read.

Improvements and fixes

  • Added the ability to search by company name on the Messages Module, Files Module, and on Local Extensions.
  • Subscriptions are now automatically canceled for clients that you delete.
  • Improved the look of attachments in the Messages Module.
  • Improved the design of typing indicators.
  • Improved the design of breadcrumb navigation in the Files Module.
  • Improved the mobile design of the Messages Module.
  • Improved the mobile design of Local Extensions.
  • Improved the renaming flow of Extensions.
  • Improved the onboarding experience for new Portal users.
  • Improved how multiples Folders with the same name are handled in the Files Module. We now append (n+1) to the end of a folder name if you try to upload a folder that already exists. We also prevent you from creating a folder with a name that already exists.
  • Fixed a bug where the invoice preview for subscriptions showed the wrong due date if you changed the default start date.
  • Fixed a bug where the Customization preview didn't correctly show your portal name until you save changes.
October 21, 2021

Refer Portal

Existing Portal users now have an easy way to refer anyone to Portal with a unique share-able link. When someone you refer selects a paid plan you automatically receive a $100 Amazon gift card.

Typing Indicators

When you're speaking with a client, it's helpful to know if the other party is engaged and actively writing a response. We now have typing indicators in the Messaging Module as you can see below.

Improvements and fixes

  • On the client sign up page added "(Optional)" to the company name field.
  • Fixed an issue that prevented reordering of Extensions.
  • Fixed an issue that made it impossible to save the Customization page.
  • Upgraded our messaging library to improve stability.
October 14, 2021

Custom names and icons for Portal Modules

You can now assign custom names and icons to Portal Modules. Simply go to the Module management page, click Edit on a module, and there you can assign any custom name. We've also added 5 new icons to choose from.

Renaming the Messaging Module to "Chat"

Custom sidebars

We've updated the Module management page to show Modules and Extensions on a single page. With all sidebar sections on one page, you can now reorder the Extensions and Modules by dragging and dropping them. The item at the top is automatically set to the default page that clients see when they log in. This update opens the door for creative new ways to customize your portal– for example you can connect a doc as a Global Extension, call it "Home", move it to the top to make it the default tab, and then create a fully-customizable home screen.

Files Module 2.0

We've redesigned the Files Module on desktop and mobile. On desktop, the big change is that we've added support for breadcrumb navigation. With breadcrumb navigation, you can double click on a folder to go into it, and at the top you can see the folder hierarchy. You can drag and drop files and folders onto breadcrumbs to quickly move them. And when you're in a directory and upload a new file or folder, it gets added to the folder you are currently in. On mobile, we've added back buttons that make it seamless to navigate through deep folder structures.

Extensions on the client details page

The client details page is intended to have all of a client's information in one place and with this release we're also showing local extensions. You can see the Extensions by clicking on the "Extensions" tab and, if you have multiple extensions, you can scroll down to see all of them. If any local extensions have not yet been connected, we also show "Connect" button to make that process easy.

When a user logs out of your portal, we previously redirected them to your portal sign in screen. By default this still happens, but you now have the ability to set up a custom link. Many of you have told us that you would prefer it if signing out navigates the user to your marketing site instead. This can now be done in a few clicks.

Improvements and updates

  • On Settings/General, added a 'copy' button that copies your portal sign up URL (only applicable if you have client direct sign-ups enabled).
  • Improved the initial loading experience. Portals now load incrementally (sidebar first, then everything else).
October 6, 2021

Group Channel Updates

For the Messaging Module, Files Module, and Local Extensions, it is possible to create a group channel with multiple clients. This makes it easy to start a chat, share files, or assign an extension to more than 1 client. With this release, the members of a group channel can be updated. See the example below for the Messages Module.

First select 'Edit Members' and then add or remove clients

Improvements and fixes

  • Improved the mobile design of the Files Module.
  • Improved how the Escape shortcut work. There were previously issues on pages where multiple modals were open. Now it's possible to press Escape multiple times to close successive modals.
  • Fixed a bug that prevented custom fields from being deleted in rare circumstances.
September 30, 2021

Customization Updates

We completely redesigned and simplified the Customization Page (on Settings/Customization). If you're on a large screen, the right half of the page shows you a real-time preview so that you know exactly what the client experience will look like.

New Login Experience

We've redesigned all authentication screens (login, sign up, reset password, etc.). On desktop, the authentication screens now show your square icon at the top and your login image on the right. The login image has an updated square size (500x500) and, like before, can be set on the Customization page. On mobile, the UI has been redesigned as you can see below.

Improvements and fixes

  • Improved the performance of loading image assets. Now, if you upload a large logo, login image, or other asset, when a user loads a page that contains that image asset we automatically load a version of that image that is optimized for the screen size. For some login screens, load times are >90% faster.
  • Improved the design of multi-select tags.
  • Added a 'Powered by Portal' badge that shows on the login screen. It can be disabled on Customization page by users on the Pro plan.
  • Fixed a bug where the Files tab on the client details page didn't show the empty state (i.e. the page that shows when no files have been updated).
September 23, 2021

The Portal Enterprise Plan

Over the last year, we've increasingly heard from larger organizations that want to use Portal but have specific requirements that require engineering work. Today we're announcing the waitlist for the Portal Enterprise plan. We expect to do our first set of deployments in Q1 2022 and you can join the waitlist on the website. Main features include:

  • Access to a deployed engineering team that will work with you to design custom features.
  • Custom integrations with your own tools.
  • Custom themes that work with the Portal backend.
  • Dedicated manager and priority support.
  • Enterprise-level compliance.

Improvements and fixes

  • Improved the download experience for large files. Large files are now first zipped and then downloaded and have a new animation.
  • Fixed a bug that prevented some subscriptions from being cancelled.
September 16, 2021

The New Checkout Experience

We love improving the design and usability of core features. With this release, we've completely redesigned the checkout experience for your customers. On web, the new full-screen experience is easier on the eyes, requires fewer steps, and better reflects your brand's color scheme. On mobile, the experience was completely redesigned for small screens and makes better use of space.

The new mobile checkout experience.

Instant ACH Payments

With this release, clients can instantly verify their bank account and make ACH payments. To make an ACH payment, clients can select their bank, log in, and are then redirected back to your portal to complete the payment.

To enable instant ACH payments no changes are needed by you as long as ACH payments are enabled on Settings/Billing.

When paying by ACH you are first prompted to select a bank.

Improvements and fixes

  • Improved how Extensions load when they have scrolling. Scrolling will now always work.
  • Improved the custom fields experience in several ways. Custom fields now load faster, support faster inputs, show better errors, and better handle edge cases like long names.
September 9, 2021

Improvements and fixes

  • Added the ability to search for tags in the CRM.
  • Added a rule that prevents adding multiple tags with the same name.
  • Added the ability to reorder custom fields on the client details page.
  • Added support for existing shortcuts to several new places — Command + A (Select All) on custom fields, Escape (Close) for drop downs, etc.
  • Fixed a number of minor UI bugs that happened when quickly creating or interacting with custom fields.
September 2, 2021

Multi-select Tags

Tags make it easy to keep your clients organized and save you from entering the same text again and again. When you add a tags custom field, you can create one or more options (and color-code them) and then easily select those options on a dropdown. You can update tags on the client details page or directly on the CRM table.

Invoice Previews

We understand that making the checkout experience as seamless as possible for your clients is really important. So now when you create an invoice you can toggle a Preview button to see a live preview of what the email notification and invoice will look like for your client.

Improvements and fixes

  • Added "biannually" billing as an option for subscriptions.
  • Improved the formatting for phone number custom fields.
  • Updated the invoice creation flow so that the toggles that let you specify what payment methods are allowed are hidden if you charge a client directly.
  • Updated the folder download action so that it is disabled when the folder is empty.
  • Fixed a bug that prevented custom field values from being cleared.
  • Fixed a bug that caused some subscriptions from being canceled.
  • Fixed a stability issue with the QuickBooks integration.
August 26, 2021

Improvements and fixes

  • Improved the performance of the client details page on mobile.
  • Updated the Download action for folders so that you download a zip files instead of individual files.
  • Fixed an issue related to canceling eSignature requests.
August 19, 2021

Folder Uploads

In the Files Module, you can now upload folders from your computer. If the folder you upload contains subfolders, that structure is retained. To upload a folder (1) go to the Files tab, click New, and select the Upload Folder option or (2) repeat the same steps on the client details page.

Improvements and fixes

  • Improved initial portal load times by >50% for customers with 200+ clients.
August 12, 2021

Comprehensive Exports

With this release we now support CSV exports in every Portal Module, including Forms. For Forms specifically, there are now 3 ways you can export:

  • On the main Forms page, you can export the table that lists the form names, number of responses, etc.
  • When you click on the actions button for a single form, you can export all form responses for a single form.
  • When you click into a form and view a single response, you can click on the actions button in the top-right and export a single form response

Improvements and fixes

  • Added support for email updates for all users. Internal users and client users can now navigate to the Settings/Account page and update their email.
  • Added support for international characters. Characters like ä, ö, etc. now correctly show on your portal and in email notifications.
  • Improved the performances of the Messages tab. It's now 80% faster to scroll through messaging channels and to select channels.
  • Improved the new portal creation experience. There's now even more sample data including some files and a draft invoice.
  • Fixed a bug that made the Messages experience poor on Android devices.
August 5, 2021

Improved Custom Field editing

It's now much easier to edit custom fields directly on the CRM. Simply click on a custom field and you can edit it in-line without navigating to the client details page. In addition, when you edit a custom field, we now surface useful action buttons to save you time. All custom fields let you copy the field value to use elsewhere. And some custom fields have additional actions as well – for example, URL fields surface an action that lets you open links in a new tab.

Exports for all tables

All tabular pages (CRM, Invoices, Subscriptions, and Forms) now support CSV exports. To start an export, simply click on the "More actions" button and then "Export". If you have applied any filters or search queries, only the matching items (that are shown on the page) will be exported.

Improvements and fixes

  • Customers who set up new portals are now greeted with test clients and test data for each of the modules to make it easier to understand what a fully set up portal looks and feels like.
  • Improved the performance of the client details page. It's now faster to switch between tabs.
  • Improved how the Escape key shortcut works. It now closes all open modals and drop downs.
  • Redesigned Files and Messaging channels. Specifically, when channels are first created they now show a message related to the creation event ("Message channel created").
  • Redesigned the hover states of the filter and more action buttons on the CRM page.
  • Fixes a bug that prevented Loom links in Messaging from going to the right page.
  • Fixed a bug that caused duplicate emails to be sent to internal users.
July 29, 2021

Improvements and fixes

  • Improved the structure of the CRM export.
  • Improved how eSignature requests show when an eSignature document is inside a folder. Now the folder also has a circle in front of it that makes it clear that the folder contains an eSignature file.
  • Redesigned and simplified the Customization Settings page.
  • Updated the welcome video shown to customers that haven't setup their portal yet.
  • Fixed a bug that prevented large numbers to render in a single line on invoices.
  • Fixed a bug that prevented the invoices status to update right away when sending an invoice from the client details page.
  • Fixed a bug that incorrectly ordered Global and Local Extensions in the sidebar.
July 22, 2021

Messaging divider lines

In your conversations with clients, it was previously unclear when all messages were sent. With the new dividers lines, conversations that take place during a short time interval are separated by horizontal lines. Unread messages will show below a divider line that says "New - {Date}".

Improvements and fixes

  • Added export capabilities to the CRM page.
  • Added a new page to our website that shows examples of how Extensions can be used.
  • Fixed a bug that prevented Command + C from performing the copy action.
  • Fixed a bug that prevented the Enter key from adding a new line in Message Settings.
July 14, 2021

Global Extensions

A few weeks ago we released Local Extensions which let you embed products you already use. Local Extensions are great if each clients needs to see something different. For example, you would use a Local Extension to show clients project tracking boards, performance dashboards, etc. Global Extensions are great if you want to embed one product and give all clients access to it. For example, you would use a Global Extensions to connect a Calendly scheduling tool or a Loom intro video. You can see examples of Extension use cases here.


This is release includes our initial set of keyboard shortcuts. They let you control all of the common functionality of Portal and makes the application much faster to use. You can press ? to bring up the shortcuts window, or you can click on the Help center section at the bottom of your sidebar and then select Keyboard shortcuts. We're going to continue to improve the shortcuts interface, so if you have any requests please let us know.

Improvements and fixes

  • Added the ability to sort columns on the CRM. To sort the columns, simply click on the filter button beside the New button in the top-right and then click and drag to reorder the available columns.
  • Added support for more Extensions. We now automatically look at the embed type and connection mechanism (link, snippet, etc.), and automatically make use of the best setup.
  • Improved Extension rendering. When you add an extension there is now a check box called "Auto size embed" and if you leave it checked we automatically render the embed at a height and width that is optimal to the user's screen.
  • Improved the design of line items on invoices and subscriptions and made it easier to delete them.
  • Updated the icons use on module management page.
  • Fixed a bug where the default lead was not always used for client direct sign ups.
  • Fixed a bug where File channels occasionally refreshed twice before fully loading.
July 8, 2021

Stripe Partnership

We’re proud to be one of the first to join the Stripe Partner Program. Together, our goal is to bring more commerce online and increase the GDP of the internet. We believe that removing barriers to online commerce helps more new businesses get started, levels the playing field, and increases economic output and trade around the world.

Read more: https://stripe.com/partners/portal

Improvements and fixes

  • Improved the Extensions setup flow.
  • Improved the experience of updating profile pictures. Specifically, if you update a client profile picture the change immediately appears on the CRM table.
  • Redesigned the onboarding experience for new customers by removing 2 out of 5 steps.
  • Redesigned the iconography for Extensions.
  • Redesigned the buttons that are used across the product.
June 30, 2021

Portal Extensions

Over the last few months we've released several Portal Modules - messaging, file-sharing, billing, etc. - to make it possible to offer your clients an integrated experience. Each of these modules we built form scratch, which means that each one took many months of design and refinement to get right.

With today's release, you can now complement Portal's out-of-the-box Modules and connect hundreds of other tools. You can connect products like Airtable and ClickUp to share project statuses with clients, Google Data Studio and Databox to connect dashboards, and much more. Take a look at some example applications on our website or watch the video below to see how easy it is to set up.

Mass messaging

Portal Messaging was initially designed to give you and your clients a streamlined way to communicate. But one of the things we kept hearing is that you wanted it to be easy to send one message to many clients (without creating a group conversation). With today's release you can quickly send one message to hundreds of clients at once. It's a great way to share company updates, holiday wishes, or promotions.

Improvements and fixes

  • Improved the QuickBooks integration so that client information also includes the name of the associated company.
  • Improved the fonts used in messaging.
  • Improved the sequence of education emails that is sent to new customers.
  • Fixed an issue where some rows on the Files page occasionally flickered.
  • Fixed an issue where the number of form responses was calculated incorrectly.
  • Fixed an issue where duplicating an invoice incorrectly set the new due date.
  • Renamed 'Apps' to 'Integrations' in settings.

June 25, 2021

Managing company information

You can now more easily edit companies, assign logos to companies, and see all the clients that are associated with a company.

Improvements and fixes

  • Redesigned the custom field experience to be more intuitive.
  • Improved the performance of the CRM page when you have >100 clients.
  • Improved the errors in the invoicing flow so that you know if a card is rejected when you try to auto-charge it.
  • Fixed a bug that blocked the duplicate action on some invoices.
June 16, 2021

Duplicate invoices

You can now duplicate an invoice on the Invoices page. Any invoice that's duplicated starts off in in Draft state and form there you can send it to a client.

Improvements and fixes

  • Added Quarterly as an option when creating subscriptions.
  • Improve the experience of adding profile pictures for your current user and clients. The pictures now appear immediately everywhere in the product without refresh.
June 11, 2021

CRM filters

You can now click on a filter button on the CRM table to indicate which columns you would like to show. Filters are user-specific so your teammates can setup different filters and those preferences are saved.

Improvements and fixes

  • Added invoice receipt email notifications for clients users.
  • Improved the design of the custom fields UI.
  • Fixed a bug that prevented welcome messages previews from showing on the client details page.
  • Updated our website, our help desk, and switched to this new page for weekly product updates.
June 3, 2021

Custom fields

On the client details page, you can now add custom fields including phone numbers, emails, URLs, text, numbers, and addresses. Once added, they show on the CRM table. Check out the video to see how it works. ⬇️

Improvements and fixes

  • Added support for decimals in the quantity field on invoices and subscriptions.
  • Improved the experience of creating an invoice from the client details page. The client now gets auto-selected.
  • Fixed a bug that prevented clients from downloading some invoices.
May 26, 2021

Billing - Ability to charge clients directly

When creating invoices and subscriptions, you now have the ability to add a credit card on behalf of the client and charge the client directly.


Improvements and fixes

  • Added logic that automatically adds your logo to invoices.
  • Added a confirmation step when cancelling subscriptions.
  • Redesigned the color picker on the Customization page to be more intuitive.
  • Redesigned the invoice and subscription creation experience.
  • Fixed a bug where on the client details page we showed payment-related information even if the billing section is disabled.
  • Fixed a bug where clients who have not yet been invited still received some email notifications in rare circumstances.
May 19, 2021

Improvements and fixes

  • Added a New button on the client details page that combines actions across the enabled modules.
  • Improved notification behavior for the Forms module so that new form submissions show real-time without refresh.
  • Fixed a bug that caused poor link formatting in the Messaging module.
  • Fixed a bug where the marketing website rendered poorly on small screens.
  • Fixed a bug that prevented updating client profile pictures.
May 12, 2021

There is now an Apps section in your settings and QuickBooks is the first app we're letting you connect. Once setup, invoices seamlessly sync with your QuickBooks account.


Improvements and fixes

  • Added 'Lead' and 'Visibility' fields to the client details page.
  • Added subscriptions to the client details page.
  • Added upgrade prompts in the product so it is clearer what features are only available on the Pro plan.
  • Redesigned the Files module so that there is more space for long file names.
  • Simplified the design of the custom domains settings page.
  • Improved the scrolling experience in the Messaging module
  • Fixed a bug where your company name got auto-capitalized on the sidebar.
  • Fixed a bug where loading a portal briefly showed the login screen.
  • Fixed a bug related to updating client profile pictures.
  • Fixed navigation bugs in portals that only have the knowledge base enabled.
May 5, 2021

Improvements and fixes

  • Added the ability for internal users to update the name and profile picture of a client user.
  • Added the ability for internal users to add a payment method on behalf of a client and change the primary payment method.
  • Added the ability for internal users to reset a client user's password
  • Redesigned the client details page.
  • Improved the experience of opening a client invite URL as an internal user. Previously you were automatically redirected to the CRM and now you can login as the client.
  • Improved the loading speed of all module pages when they have no content.
  • Fixed a bug that made it difficult to change the plan you are on.
April 28, 2021

Improvements and fixes

  • Added a new task for new customers called "Create your first client".
  • Updated the clients details page with a collapse-able right-sidebar.
  • Improved the onboarding experience for new customers.
  • Redesigned the custom domains page.
  • Redesigned the plans page.
  • Fixed a bug where the first tab on the client details page was not always selected.
April 21, 2021

Advanced billing settings

On the Settings/Billing page, you can now specify which payment methods you want to accept (credit card, ACH, or both), indicate who pays for payment processing fees (either you or the client), and set a default memo. These settings are saved as defaults and can be overwritten when a new invoice or subscription is created (in the Advanced Settings section).

Subscription scheduling

You now have more controls when creating a subscription. You can select a start date (immediately, 1st of next month, custom date) and end date (never, after a specific number of cycles, custom date).

Improvements and fixes

  • Added helper text on the customization pages to make it clear what the images you upload there can be used for.
  • Added time stamps (hours and minutes) on the Messaging module for messages sent in the prior 7 days.
April 14, 2021

Improvements and fixes

  • Updated how internal user and client user deletions work. When a user is deleted, their email is now immediately available for use again. This fixes a common problem new customers have who frequently invited themselves as a client (using another email) and then later wanted to use this same email for an internal user.
  • Simplified how customers can manage their Portal subscription. Customers can now see their plan, past invoices, and manage their payment method, all on the Settings/Plans page.
  • Added logic that kicks client users out of active sessions immediately after they are deleted by internal users.
  • Improved the invoices page that is shown to internal users when no invoices have been created yet.
  • Fixed a bug where resending a client invite didn't work in some scenarios.
April 7, 2021

Improvements and fixes

  • Improved the design of the checkout flow.
  • Improved the performance of the billing page by removing an extra refresh.
  • Updated fonts and colors for modals across the product.
  • Fixed a bug where connecting a dashboard results in no channel being selected.
  • Fixed a bug where radio buttons switch to checkboxes for forms that have been submitted.
  • Fixed copy on various initial state pages.
March 31, 2021

Subscriptions with line items

You can now create subscriptions with multiple line items. Invoices previously had this capability and now subscriptions have it as well.


Default visibility

You can now set default visibility rules in your settings. When a client is created, visibility is set based on those preferences. As a reminder, visibility rules define who on your team can see a client and the client's associated information (messages, files, etc.).


Multi file upload for forms

For questions of type file upload, clients can now submit multiple files.


Improved empty states for file channels

When you select a files channel that doesn't have any files, we now show a redesigned page that makes it clear what actions are available (upload file, add link, create folder).


Improvements and fixes

  • Added an improved way to connect custom domains that makes the process fast (<2 minutes in most cases) and requires fewer records to be added on your registrar.
  • Improved the performance of the CRM page by 85%.
  • Improved the marketing website Contact Us page.
  • Improved the design of forms with long titles.
  • Improved column alignment on the forms table.
  • Fixed a bug that prevented the removal of questions when editing a form.
March 24, 2021

Improved welcome messages

When you create a client, a conversation is now created right away (even you don’t invite the client yet). In this conversation, we show the draft welcome message that will be once the client signs in for the first time. We hope this update improves clarity around how welcome messages work.


Improvements and fixes

  • Added the ability to duplicate forms.
  • Improved the search experience across the product.
  • Improved the experience of inviting client users and internal users that have already been invited. The action is now called "Resend invite".
  • Fixed a bug where client user profile pictures where not used on the Messaging pages.
March 17, 2021

Improvements and fixes

  • Added ability to delete custom domains.
  • Renamed the titles of two pages. Messaging now says "Conversations" at the top and Files says "File channels".
  • Fixed a bug where an internal user who gets unassigned from a client doesn't lose the notifications that were associated with that client.
  • Fixed a bug where the icon you set on the Customization page didn't get used for your favicon.
March 10, 2021

Client assignment is our biggest release to date and makes Portal work for larger teams (up to 50 people on a team). With client assignment you can now easily (1) assign a lead to each client and (2) select the team members that can see the client and their information (messages, files, invoices etc.) all from one unified place.

Improvements and fixes

  • Added a sticky sidebar notification for clients who have open invoices. For example, if a client has 2 unpaid open invoices, they will see a "2" beside "Billing" in the sidebar. The notifications only go away when the invoices are paid.
  • Improved the eSignatures user experience.
  • Redesigned avatars, channels, toggles, tags, text fields, and modals.
  • Updated the Portal guide.
March 3, 2021

Help center

Internal users can now click on Help center in the bottom of the sidebar. On the Help center, internal users are greeted with 4 useful links - the Portal Guide, our Slack community, contact support, and recent updates.


Sometimes a client just won’t check their email to accept their portal invite or pay an invoice. Now you can click on the actions button on a client (on the CRM page) or on an open invoice (on the Invoices page), and copy a link that you can share with your client via email, SMS, or any method you choose.


Improvements and Fixes

  • Improved the experience of uploading large files in Messaging.
  • Fixed a bug where clicking on the Preview action for an eSigned document showed the original document.
February 24, 2021

Pricing page

If you're using our marketing website, you can now customize a pricing page where you can show your subscription tiers.

Improvements and Fixes

  • Increased the per-transaction ACH limit to $75K.
  • Improved the experience of using the forms module on mobile with a collapse-able sidebar on the right side.
  • Improved the experience of managing your settings.
  • Improved the experience of uploading/replacing images.
February 17, 2021

Google Analytics

Added the ability to connect Google Analytics accounts. Once you've added your tracking ID on Settings/General, you can see metrics on your Google Analytics dashboard.


Improvements and Fixes

  • Added the ability use custom text blocks in the eSignature request flow. The custom block can be used for company names, addresses, etc.
  • Improved the alignment of eSignature blocks when they are added to the page.
  • Improved the intake form creation flow so that it is easier to add lots of questions.
  • Improved how quickly custom domains get connected.
  • Improved the drag & drop experience in the files module.
  • Redesigned the Settings page so that it shows in a modal.
  • Fixed a bug that caused some typed messages to disappear in rare circumstances.
  • Fixed a bug where double clicking on a signed eSignature document showed the original version instead of the signed version.
February 10, 2021

Improvements and Fixes

  • Added an audit trail page to the end of documents that went through the Portal eSign flow to meet even the strictest eSignature criteria.
  • Added empty state pages to all modules so the experience is better for internal users and client users when a module has no content (for example, no invoices or knowledge base articles).
  • Added a tooltip to the icon that indicates which invoices are part of subscriptions
  • Improved the look of headers on mobile screens.
  • Improved several small UX details in the Forms module.
  • Improved the rendering process on the messaging page; improving stability.
  • Fixed spelling mistakes for intake forms email notifications.
  • Fixed a bug where in-product messaging notifications didn't go away real-time.
February 3, 2021

Intake Forms

Following up on our eSignatures release 2 weeks ago, today we're excited to announce our next module - Intake Forms. With intake forms, collecting client information becomes quick and streamlined. Check out the 5 minute video to see how it works.

Slack community

We are grateful that so many of you have shared feedback with us - what module to build next, how to make existing modules better, etc.. This morning, we created a Slack group for everyone that wants a more direct line of communication with our team and connect with other tech-forward professionals. We're starting really small - with just 15 invitations going out this week - but we'll increase the size of the group over time.

To join the Portal community Slack group, click here.

Improvements and Fixes

  • Added the ability to set the role (admin or staff) of a team member at the time of invitation.
  • Added a send button to the Messaging channel page.
  • Added an icon on the invoices table that tells you which invoices are generated through subscriptions.
  • Added a video walkthrough to the tips card (you won't see it if you are fully setup already!).
  • Redesigned tables with better sizing, animations, action buttons, hover states, and more.
  • Redesigned tags, toggles, spinners, tooltips, and drop downs.
  • Switched to an infinite scroll paradigm for tables so that you no longer have to click through pages if you have a lot of rows. Just scroll down and new items appear!
  • Improved the experience of connecting a custom domain with real-time checks that tell if you setup was successful.
  • Fixed a bug where client users saw billing settings even when the Billing module is disabled.
January 27, 2021

Improvements and Fixes

  • Added a plans page where you can choose between monthly and annual plans and upgrade/downgrade.
  • Add a Pay button for clients on open invoices that is much more prominent.
  • Redesigned the invoice & subscription creation flows.
  • Improved the dragging experience for blocks in the eSignature flow.
  • Fixed a bug so that when the Billing module is disabled, clients don't have a payment methods section in Settings anymore.
  • Fixed a bug with the sidebar header sections.
  • Fixed a bug related to searching in the Knowledge Base module.
January 20, 2021


Since the beginning, our vision for Portal has been to give your clients one unified place from where they can do business with you. After many months of development, we’re taking a big step in that direction by introducing a secure eSignature solution that is beautifully integrated with the rest of your portal. We recorded a quick video to show you how it works.

Module Management

We’re currently in the midst of the no code movement which is making it easier and easier to customize the tools you use to run your business. With this release, you can now enable and disable modules yourself. As we move forward with eSignatures and dozens of more modules over the next few years, this is an important first step in giving you complete control over how your software looks and feels to your team and clients.


Onboarding Tips card

If you have a portal but are not yet fully setup, we now show you an onboarding tips card with links that bring you directly to the relevant pages. If you dismiss it, it will permanently be removed for you and your team.


Improvements and Fixes

  • File channels are now auto-created when you create a new client.
  • Simplified the Create Client modal so that the company field is always visible.
  • Updated two email notifications so that they work regardless of which modules you have enabled.
  • Updated the sidebar so that subsections remain selected if you are on a create page. For example, if you are creating a new invoice, "Invoices" remains selected in the sidebar.
  • Updated the user details page so that Files is shown before Invoices.
  • Fixed a bug where the user details page sometimes cached the name of a user you previously selected.
January 13, 2021

Improvements and Fixes

  • Redesigned the headers used in the produced and introduced a universal search bar.
  • Redesigned the Create pages (invoice create, knowledge base article create, etc.) with breadcrumb navigation so it is easier to navigate back.
  • Redesigned the iconography used across the product.
  • Redesigned all buttons and dropdowns.
  • Fixed a bug that caused in-product file notifications to come in delayed.
January 6, 2021

Improvements and Fixes

  • Added support for sending SVG files in messaging.
  • Redesigned the sidebar.
  • Redesigned the iconography used across the product.
  • Redesigned the success & failure snackbars that are shown in the bottom-right for various actions.
  • Various minor design improvements that improve the mobile user experience.
  • Updated the permissions for Staff Internal Users so that General Settings and Domain Management Settings are restricted.
  • Fixed a bug that incorrectly saved due dates on invoice templates.
  • Fixed a bug that prevented file notifications from being shown in the sidebar.
  • Fixes a bug that prevented a small number of users from paying invoices with ACH.
December 30, 2020

Improvements and Fixes

  • Fixed a bug on the Module Management page that prevented tooltips from working correctly.
  • Added a page that is shown to users when they try to access a page that has already been disabled.
  • Added the ability to delete open invoices.
  • Fixed various UI bugs that made spacing look bad in text-heavy areas.
  • Fixed a bug where an infinite spinner is shown when trying to connect a new custom domain.
  • Fixed a bug where the Create button is not shown on the User details page (Invoices tab).
December 23, 2020

Improvements and Fixes

  • Added support for links in messaging.
  • Redesigned the module management settings page.
  • Fixed a bug that prevented some file notifications from going through.
  • Fixed a bug that caused issues with invoices that had due dates 1+ years in the future.
December 16, 2020

Custom domain management

We've added the ability for customers in our middle tier and Enterprise tier to add and manage their custom domains directly in their settings. Previously this is something we setup manually but now this functionality is available on Settings/Domains.


Real-Time CRM

Similar to recent updates that were made to the Files module, the CRM is now real-time. This means that you never have to refresh to see the latest state. If a new client is created (via direct sign up or by someone on your team), for example, the client user will just pop in at the top of the table.

Improvements and Fixes

  • Renamed the Billing module. It was previously called 'Payments' on the sidebar and is now called 'Billing'.
  • Renamed the team user management page in Settings from 'Members' to 'Team'.
  • Fixed a UI bug that made the User Details page look bad on mobile.
December 9, 2020

Improvements and Fixes

  • Added the ability for internal admin users to delete other internal users.
  • Added roles for client users. If many clients are associated with the same organization the Admin and Staff roles can be used to give people on a team the right permissions.
  • Improved the clarity of the text in the settings menus.
  • Fixed a UI bug on the Files page which led to multiple dividers being shown.
  • Fixed a UI bug on the messages dropdown.
  • Fixed a bug where deleting a client user logged out some internal users.
  • Fixed a bug where new lines didn't appear correctly on Messaging.
December 3, 2020

Improved Empty States

For internal users and client users, we now show helpful text and illustrations on pages where you have not created any entities yet.


Improved Email Notifications

First, you can now send messages, share files, and create invoices/subscriptions for client users who you have not invited to your portal yet. When you do this, the email notification will prompt them to Activate Account and then redirect them to the relevant page.

Second, when a client user gets an email notification and clicks on a link, we automatically make the experiences as seamless as possible.

  • If they are logged in to your portal, we redirect them to their destination directly.
  • If they are logged out, we pre-fill their email and ask them to enter their password.
  • If they have not been invited yet, we pre-fill their email and ask them to Active Account (which means they have to set their password).

Improvements and Fixes

  • Added the ability to drag & drop files into specific folders in the Files module.
  • Redesigned the Messages and Files UI.
  • Improved the sidebar design (we don't show section headers if you only have one section now)
  • Fixed a bug in Messaging Settings that made it unclear who is included in Welcome Messages.
  • Fixed a bug that prevented saving changes on the Customization page where you used special characters.
November 19, 2020

User Details View

When you are on the CRM page, you can click on any user and see the User Details page. Here you can see important information on the left, and switch among Messages, Files, and Payments views on the right.


Files Module - Product Notifications

Similar to Messaging notifications, the Files module now shows notifications directly in the sidebar and sorts your channels in order of most recent notification. This makes it easy to know exactly when your clients are adding any new files.


Redesigned Authentication Screens

The Sign, Sign Up, Confirm Email, and Reset Password screens have been redesigned from scratch. They now all show your customizable Auth Image on the right, make use of your logo, load much faster, and work nicely on mobile.


Improvement and Fixes

  • Added placeholder images and text on the Landing Page Module so that it doesn't look empty before it is customized.
  • Removed 'My Files' as a channel in the Files module. You can still manually access these files if you need them but we found that having 'My Files' was inconsistent with the other channels and mostly caused confusion.
  • Improved the performance of new user signups and logins by ~22%.
  • Improved the formatting of messages in the Messaging module - especially for bullet points and numbered lists.
  • Improved how tags are created in the Knowledge Base module.
  • Fixed a bug that prevented some users from creating new invoice templates.
  • Redesigned the toggles we use in various places in the product.
  • Redesigned the text fields we use in various places in the product.
October 29, 2020

Real-time Files Module

The Files Module is now real-time. What this means is that if you are logged in and your clients are taking actions (uploading files, renaming files, deleting files, etc.) you will see those changes happen directly without refreshing.

The Files Module is the first area in the Portal where we've enabled real-time. Over the next few months, we're going to make similar announcements for the other modules.

Billing Settings

We've seen many people set up billing customer portals for their businesses. To do that they turn off all modules except Payments and use their portal exclusively to make it easy for clients to pay them and see past invoices. Today's release makes this use case even better and includes "Billing Settings" which lets clients add multiple payment methods and set their primary payment method.

If you are interested in learning more about the benefits of billing customer portals, we wrote our first blog post on this topic yesterday.


Improvements and Fixes

  • Added the ability for internal users to select an invoice and "Mark Paid".
  • Added a phone number field to the Contact Us page in the Landing Page module. Now when new leads submit the form, you will get their phone number as well.
  • Added placeholder images to the Landing Page so that it looks good in areas where you don't set an image.
  • Improved the loading flow for client users who sign up directly.
  • Redesigned several email notifications to make the look more professional.
  • Fixed a bug where line items on invoices had a low character limit.
October 22, 2020

A New Brand for Portal

If you've visited our website you may have noticed that we have updated our visual identity. We're keeping the same name but have adopted a new icon and color scheme that better reflects our product.


Customizable Welcome Messages

We believe that it's incredibly important to give client users that sign up on your portals a great experience immediately after they create their account. We've added the ability to customize the welcome message that new client users get when they sign up for their account. Here's how it works:

  1. Go to Settings/Messaging and customize the welcome message. You can also customize the sender of the message and the others in the channel (if you have coworkers).
  2. When a new client user goes through the Sign Up flow they are automatically greeted with the welcome message that you set up above.

We recommend you update your welcome messages with something that makes the most sense for your business. For example, you may want to inform new clients what they can use your portal for, what services you provide, or how quickly you will respond.

Customize your welcome message in Settings/Messaging

Customize your welcome message in Settings/Messaging

This is what new client users see when they sign up

This is what new client users see when they sign up

Improvements and Fixes

  • Added a progress indicator that is shown when you upload files. This makes it clear how long uploading a file will take and is especially useful for larger files.
  • Refined many details of the landing page module - improved spacing on mobile, improved the menu button on mobile, adjusted the layout of the hero section on the home page, added a success message when Contact Us forms are submitted, and more.
  • Fixed a bug that resulted in extra page refreshes when you did searched on CRM pages.
  • Fixed a bug that restricted the maximum amount of characters allowed for line items on invoices.
  • Redesigned the "Save Changes" bar that shows on the top of several pages.
October 15, 2020

Redesigned & Editable Landing Pages

We're excited to announce the full release of the Landing Page module. It was specifically designed for the professional services industry and is fully-customizable. In addition:

  • You can connect a scheduling tool like Calendly and set the primary button to "Schedule a Meeting" like in the image below.
  • You can connect all your social profiles (Facebook, LinkedIn, etc.) which show up in your footer.

Permissions for your Team

We've significantly improved the experience for customers who have added other internal users to their team. You can now update the role of other internal users on the Settings/Members page. To start, we are supporting 2 roles - Admin and Staff. Admin users can access everything and Staff users cannot see the Payments module.


Mobile Redesign

As more interactions happen on phones we wanted to make sure that all modules work delightfully there. We've updated all pages and redesigned the Files and Messages pages from scratch to support a better experience.


An Improved Dropdown

The new dropdown menu allows you to easily distinguish between client users, client companies, and coworkers. You're going to see it across many modules, starting with Messages, Files, and Payments.


Improvements and Fixes

  • Added a badge to user and company icons that make it clear if you're looking at a client user or client company.
  • Improved notification emails for the Files module.
  • Fixed a bug where new client users who sign up were taken to the wrong page.
  • Fixed a bug where you couldn't delete a company.
  • Fixed a bug where you couldn't create a new invoice template.
September 18, 2020

Files - Folder Organization

On the Files page you can now create folders to categorize your docs and stay organized. Folders work exactly as you would expect them to with a simple drag & drop experience.

Folders open and collapse when you click on the caret

Folders open and collapse when you click on the caret

On the Files page you've always had the ability to upload docs. But with more and more things living in the cloud, you can now quickly add links to Google docs, Dropbox files, and more.

Click on "Add a Link"

Click on "Add a Link"

And enter the name and URL for the link

And enter the name and URL for the link

Payments - Templates

We understand that most of the time you are probably using the same invoice and subscription structure again and again. To save you time, you can now create reusable templates for invoices and subscriptions.

Click on the dropdown and you can select or create a new template

Click on the dropdown and you can select or create a new template

Improvements and Fixes

  • Added rules to automatically decide when to show your landing page vs. your portal based on whether the user is logged in or not. Note that this only applies if you have the Landing Page module turned on.
  • Added the ability to share files with just an individual (previously you could only share files with their entire organization). Individuals are now shown separately in the Files sidebar and are depicted with the letter "I".
  • Added validation to the payment create flows so that you are prevented from enter values that don't make sense.
  • Added logic that improves how deleting a client user impacts each of the Modules (for example, they are automatically removed from Messaging channels).
  • Redesigned tables - updated how empty cells are represented and how large numbers are displayed.
  • Improved the performance of the Files module.
  • Improved the email notifications for Files changes.
August 26, 2020

Landing Page builder

We've always supported both (1) connecting to an existing landing page and (2) setting one up with us. But so far the process of creating a landing page with us was manual. That changes today! If you have the Landing Page module enabled, you can now:

  • Click on "Pages" in the Landing Page section.
  • Turn on/off the pages you want.
  • Edit the content of any page and save.
Choose the pages you want in your Landing Page

Choose the pages you want in your Landing Page

After selecting a page, add text & images to each section

After selecting a page, add text & images to each section

Settings sidebar

We've completely redesigned the settings experience which now has its own sidebar. In future releases, we're going to add several new settings capabilities for things like notifications, permissions, and more.

The new Settings sidebar

The new Settings sidebar

Invoice attachments

You can now attach docs to invoices and subscriptions. This is great for scenarios where you want the payment process for clients to be simple while also giving them the ability to download a doc for additional information (hourly breakdown, terms, etc.).

Additional Email notifications

In addition to the notification emails we already have, we've added new ones for:

  • Notifications for internal users when invoices are paid.
  • Notifications for internal users when a client user signs up directly.
  • Notifications for internal users when a client user you have invited finishes setting up their account.

Improvements and Fixes

  • Added a cropper to the image uploading experience so that we can always use perfect aspect ratios for your icon, login images, etc.
  • Added invite-only mode as a portal-level setting that prevents direct client user sign ups.
  • Optimized the performance of loading payments data.
  • Redesigned the user avatar and avatar dropdown on the top bar.
  • Redesigned the status tags that are used across the product.
  • Redesigned tables to improve readability.
  • Improved the scrolling experience in messages and files.
  • Improved how client user deletions affect their data.
  • Fixed a bug that caused unnecessary refreshing on the Messages page.
  • Fixed a bug that caused the upload files button in Messaging to break.
  • Fixed a bug where renaming a file caused issues if the file was subsequently shared
August 5, 2020

Early Access Program

Over the last few weeks, we’ve invited some of you to join the Early Access Program. For those of you already part of it, we are very grateful for your support! Your feedback is the reason the product gets better every week. 🙏

If you are not yet part of the Early Access program but would like to be, please first take a look at our website which now reflects the features we support. If you believe we can support your workflows, please respond to this email and we will find time to onboard you. We’d also love to know if there are specific things holding you back from getting set up.

New Design

Today we are rolling out the next iteration of the Portal design. The design is bolder, more customizable, and looks even better on mobile.


Payments - Subscriptions

In addition to regular invoicing, we now let you set up subscriptions for your clients. Support is comprehensive and includes multiple payment methods, customizable billing periods, and a fully branded payment experience for your clients.

We’re very excited to see how this feature will be adopted. In the last few weeks, we’ve heard from many innovative firms that want to explore new business models, including:

  • Creative agencies that will provide a fixed number of monthly creative deliverables for a monthly fee.
  • Law firms that will make their knowledge repository available for a low annual fee.

Improvements and fixes

  • Added draft states to the invoice creation flow.
  • Added support for in-product sidebar notifications for Messages.
  • Added welcome messages for all new client users.
  • Added the ability to rename files.
  • Redesigned all tables.
  • Improved how due dates on invoices are selected.
  • Improved input rules so that you can only enter numbers in number fields.
  • Improved the experience of previewing images in Messages in full-screen mode.
  • Fixed a bug where some downloaded invoices had incorrect file names.
  • Fixed a bug where you could click on the 3-dot actions button in a table even if no actions are available.
  • Fixed a bug where you couldn’t update the social sharing image for your landing page
  • Fixed a bug where you sometimes couldn’t delete a client user.
  • Fixed a bug where in Messages your profile picture sometimes didn’t show up correctly.
July 22, 2020


After months of small improvements, Messenger is now available for all Early Access customers. With Messenger, it's incredibly easy for internal users and client users to communicate. Here's how it works:

  1. Click on messages
  2. Select a channel
  3. Send your message

Behind the scenes, we've made sure Messenger works as intended. This includes:

  • Notifications: If a message is not viewed within 5 minutes we send an email notification with the content and a button to reply.
  • Client users that sign up to your Portal are automatically greeted with a Welcome message. In the future this message will be customizable.


The Customization page is coming alive today. In the past, you could see it but you couldn't update anything. Now  you can navigate to "Customization" and personalize your portal without having to email us. You can now update:

  • Logos and icons
  • Social sharing images and the login/signup image
  • Color schemes
  • SEO titles and descriptions

Improvements and Fixes

  • Fixed several bugs that caused page alignment issues on iPads and Safari browsers.
  • Fixed a bug that prevented favicons from showing up.
  • Improved the performance of loading pages that show user data.
  • Improved how tags are created in the Knowledge Base.
July 15, 2020

Connect your Stripe account

It's now easier to get paid. Under Settings/Banking, you can choose between 2 options:

  1. Express - Enter your banking information directly
  2. Standard - Create a new Stripe account or use an existing one

Improvements and Fixes

  • Redesigned the Customization page.
  • Improved the client user creation flow. Now, there is a checkbox that lets you quickly invite the user after they are created.
  • Renamed the CRM section to "Clients" with 2 sub pages named "Client Users" and "Client Companies".
  • Added colored icons for companies.
  • Added deep links to email notifications. Now, when you receive an email notification and click on the link, it will bring to the relevant page directly.
  • Fixed a bug where downloading some files showed them as being corrupted.
  • Fixed a bug where an email user invite to an existing teammate sometimes did not arrive.
  • Fixed a bug where client users who logged in sometimes saw the admin sidebar for a a few seconds.
  • Fixed a bug where signing out of the Portal didn't bring you to your landing page.
July 8, 2020

Knowledge base

The Knowledge Base is the best way to create content for your clients. You can use it answer common questions, introduce your offerings, and more. Here's how it works:

  1. Click on 'Knowledge Base' in the sidebar.
  2. Click on 'New Resource', and add a title, tags, and content.
  3. All content is now accessible by any client users that log into your portal.

Improvement and fixes

  • Added an invite status for internal users so that they can know if teammates are fully set up.
  • Added a Preview button to see files without having to download them.
  • Fixed a bug that prevented the deletion of companies.
  • Fixed a bug where on mobile devices, after logging in, the zoom level is too high.
  • Redesigned the Files tab to work better on mobile.
  • Redesigned all modals to look better and more logically separate content from action buttons.
  • Redesigned email notifications.
  • Improved the animations on the sidebar when you select a new page.
  • Improved the performance of loading user information.
  • Improved the mobile experience of the Settings page.
  • Improved the design of tooltips across the product.
  • Improved the performance of loading user profile pictures by saving size-optimized versions.
  • Switched to a new domain, portal-notifications.com, for all email notifications.
  • Reduced the time it takes to log in.
  • Removed the "Back to Home" links on the login and signup buttons.
June 26, 2020

Files module

With the new Files Module, it's easier than ever before to collaborate with clients in a shared folder. Here's how it works:

  1. Click on Files in the main sidebar.
  2. Select your client in the Files sidebar.
  3. That's it - here you can see the shared folder for you and your client. When your client logs in, they can see exactly the same data. From this page you can upload new files, download files, and delete files.

Improvements and fixes

  • On mobile, table pages render better and let you horizontally scroll to see all content.
  • On mobile, table action columns now show drop down menus.
  • Company names now shows on the top bar beside the company icon making for a more on-brand experience.
  • Performance improvements for loading user data.
  • Renamed Marketing Page to Landing Page.
  • New users now automatically get assigned a colored icon with 2 letters representing their name. They can still upload profile pictures.
  • Added tooltips to all action buttons.
  • Added a new loading spinner to all pages.
  • Added a progress spinner to the upload file button.
  • Fixed a bug where a small fraction of email invite links did not work.
  • Fixed a bug where users could not be re-created after they were deleted.
  • Fixed a bug where closing a modal put all the buttons on the page in a bad state.
  • Fixed a bug where files could not be deleted.
June 19, 2020

Improvements and fixes

  • Updated the base font to Inter UI.
  • Updated the client sign up flow so that company name is optional. When no company name is entered, we automatically create a company called "firstName lastName's Company"
  • Added search capabilities to all pages in the product and improved search performance.
  • Updated our table styles so that any table action (add, delete, sort) that change what rows are shown use transition animations.
  • Added a logo API that automatically assigns company logos to users if a suitable match is found based on the user's email.
June 12, 2020

New sidebar

We've redesigned the Sidebar so that information is more accessible for internal users and client users. The My Portal section in the bottom is new and will let you connect an existing marketing page (if you have one) or setup a new one from scratch. The eye button lets you look at your marketing page in a new tab so that you can see what visitors see.

June 5, 2020

A new brand & website

We have a new color palette, new logo, and an updated marketing page. T website is still pretty barebones right now, but be on the lookout for more updates in the next few weeks.


Client user statuses

On the Portal CRM, you can now see statuses for your clients. The statuses include:

  • Active: Client User is setup and has logged in at least once
  • Invited: Client User has received an invite but hasn't logged in
  • Pending Verification: Client User has started to create an account but hasn't completed email verification
  • Not Invited: Client User has not received an invite yet

Improvements and fixes

  • You can now search on CRM/Users and CRM/Companies tables.
  • Success and error toast messages have been updated to be more helpful across the product.
  • You can now invite client users directly from the CRM/Users table by clicking on the invite icon.
  • Redesigned email notifications.
  • Redesigned all page layouts to work better on large screens.
May 29, 2020

Improvements and fixes

  • Updated the client user invite flow so that accounts can be activated by clicking on a link vs. having to enter a code manually.
  • All new users now have an icon that consists of the first letter of their first and last name. The icon is replaced when the user uploads a profile picture.
  • Various layout improvements to improve the look of your Portal on larger screens.
  • Improved tables so that they look better and load faster.
  • Desktop-only pages now show a modal that informs you of this. Mobile support is in the works.
May 22, 2020

Hello World

When Covid started to affect the communities around us and decimated our existing startup, we knew we had to adapt. We were inspired to work on something that helps companies embrace going virtual because for many that will be the only way to survive and for most it will be the only way to thrive. Because services like Shopify already exist to help physical product companies transition to e-commerce, we are specifically focused on professional service companies (creative agencies, consulting firms, law firms, etc.) which we understand well and for which no great all-in-one solution exists.

We're going to stay quiet for the next few months and focus on (1) building product and (2) onboarding early access users. Nonetheless, we thought it would be great to keep track of weekly progress, which is why we started this blog.

Shoot us a message if you are interested in what we're working on or want to be an early access user. You can reach us at hello[@]joinportal.com 🙂


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