Client Portal
Give clients a clean, secure view of work in progress.
Portals
Share status, files, messages, and requests without messy email threads.
How it works
Built to keep context connected — so work moves forward without tab switching.
Built for real work — not more tabs
UNOBITS keeps client portal connected to your projects, clients, and communication so your team works in one place.
- Client-facing dashboards
- Secure file sharing and approvals
- Requests, forms, and updates
Connected to the rest of your OS
Link client portal directly to CRM records, project tasks, files, and automations so context never gets lost.
- Cross‑link anything (clients ↔ tasks ↔ conversations)
- Permissions & roles keep data clean
- Search across the entire workspace
Who is Client Portal for?
Growing Teams
Scale your operations without the friction of multiple disconnected tools.
Founders & Operators
Get the bird's-eye view of your entire business in one single tab.
Client-Facing Agencies
Provide a professional, unified experience from first touch to final delivery.
Pro Tip
"Most businesses lose 20% of their productivity just switching between tabs. By unifying client portal with the rest of your OS, you eliminate that friction entirely."
Schedule a strategy call