Client Portal

GiveYourClientsaPortalTheyWillActuallyUse

A branded portal where clients view project status, review invoices, make online payments, and access shared documents. No more chasing checks, sending email PDFs, or fielding phone calls for status updates.

72%

Of clients prefer online portals over email

15 days

Average DSO reduction with portal payments

90%

Fewer inbound client status calls

3 min

Average time from invoice view to payment

The Communication Burden

Clients calling for updates, emailing about invoices, mailing checks

Every client call that starts with "Where are we on the project?" is a sign that your firm needs better client visibility. Every emailed invoice PDF that gets lost in a spam folder is a delayed payment. Every check in the mail is another week waiting.

Constant status requests

Your project managers spend hours each week answering the same question from different clients: where is my project right now? That time should go to actual project management.

Invoices lost in email

You email a PDF invoice. It lands in spam, or gets buried under 50 other emails. The client never opens it. You follow up. They ask you to resend. Days become weeks.

Slow payment methods

When the only way to pay is by check, even clients who want to pay fast cannot. Add mailing time, processing time, and bank clearing, and you are looking at 3+ weeks per payment.

Everything your clients need, in one place

The Costifys client portal gives your clients self-service access to project status, invoices, payments, and documents. They get the transparency they want. You get fewer interruptions and faster payments.

Branded Portal Experience

Your logo, your colors, your URL. The client portal looks like an extension of your firm, not a third-party tool. Clients see your brand from login to payment.

Project Status View

Clients log in and see exactly where their project stands. Current phase, percentage complete, upcoming milestones, and budget status. No phone calls needed.

Invoice View, Approve, and Pay

Every invoice appears in the portal with full line-item detail. Clients review, approve, and pay online. The entire billing cycle happens without a single email.

Stripe-Powered Payments

Accept credit card and ACH payments directly through the portal. Payments are matched to invoices automatically. Your team never has to manually reconcile.

Document Sharing

Share drawings, specs, proposals, and reports through the portal. Clients access the latest version every time. No more hunting through email attachments.

Automatic Notifications

Clients get email alerts when a new invoice is ready, a document is shared, or a project milestone is reached. You stay in touch without sending a single manual email.

A client experience that reflects your firm

The portal carries your branding, your colors, and your logo. When clients log in, it feels like they are interacting with your firm directly, not a random software tool. That consistency builds trust and reinforces the professional relationship.

  • Custom branding with your logo, colors, and domain.
  • Secure login with email-based authentication.
  • Shareable links for specific invoices or documents.
  • Multiple contacts per client, each with their own access.
YF
Your Firm Portal
Client logged in
Downtown Medical OfficeDesign Development
62% completeEst. Aug 2026
INV-2026-0089Due May 1, 2026
$14,250
Pay Now

Why A&E firms choose the Costifys client portal

Fewer interruptions for your team

When clients can check project status and invoice history themselves, your project managers stop fielding the same status call five times a week. That time goes back to billable work.

Faster payments, better cash flow

Online payments through the portal eliminate the check-in-the-mail delay. Clients see the invoice, click pay, and you have the money. Average time from invoice view to payment is under 3 minutes.

Professional client experience

A branded portal signals that your firm is organized, modern, and client-focused. It is the kind of experience clients expect from a firm they are paying premium fees to.

Complete audit trail

Every portal interaction is logged: when a client viewed a document, when they opened an invoice, when they made a payment. You have full visibility into the client relationship.

Frequently asked questions

Everything you need to know about the Costifys client portal.

Give your clients the experience they deserve

Try Costifys free for 14 days. Set up a branded client portal and see the difference self-service transparency makes.