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Client Portal

Client approval software with versioned files

Share client files and record approval against the exact published version.

For agencies, contractors and service businesses that need clients to review deliverables.

$10
first seat, monthly
$46
for 5 seats
Free
invited guests
Client Portal as the client sees it: version 2 of a sign proof with Approve and Request changes buttons and the shared files
Client Portal as your client sees it, with demo data.

How Client Portal works

“Approved” is ambiguous when the file changed after the message. Publish a numbered version and keep the client’s response attached to that version.

  1. Create a customer project and invite the appropriate client contact.

  2. Upload files and publish a numbered version for review.

  3. Record approval or requested changes, then publish another version when needed.

Kitchen remodel, Patel residenceShared with the Patel family
Version 3, cabinet layoutPublished Oct 3
A. PatelApproved
Version 2, cabinet layoutPublished Sep 28
Move the pantryChanges requested
Version 1, cabinet layoutPublished Sep 21
Earlier versionSuperseded
Client Portal workspace, shown with sample data.

Example: a cabinet layout on its third version

The Patel family reviews version 1 of a kitchen cabinet layout, then version 2, and asks to move the pantry. That request stays attached to version 2. Version 3 goes up with the change and A. Patel approves it. If anyone later asks what was approved, the answer is version 3, with the date, the person and the exact files, not a thumbs-up somewhere in an email thread.

Names and dates are sample data from the screen above.

What Client Portal covers

In the workspace

  • Verified client access scoped to their customer
  • Private files and internal notes
  • Immutable published versions
  • Version-specific approval and change requests

A good fit when

  • Clients sign off on drawings, proofs or plans
  • Files change several times before approval
  • You have heard "I never approved that" before

What it does not do

A review approval is a record of sign-off. It is not a legal electronic-signature service. Clients see only the projects and published material shared with their customer account.

Client Portal pricing

One subscription for this product, billed monthly. Every extra seat costs less, and invited customers and vendors are free.

Client Portal, per month

Pay only for your own staff. Customers, clients and vendors you invite are free guests and never use a seat.

$46per month for 5 seats

That is $9.20 a seat on average, $4 less than paying $10 for every seat.

Each price applies only to the seats inside that bracket. USD before tax, billed monthly per product. Existing subscriptions keep their current terms.
SeatsEach, per month
First seat$10
Seats 2 to 5$9
Seats 6 to 10$8
Seats 11 to 25$7
Seat 26 and up$6

Client Portal questions

Who needs a paid seat in Client Portal?

Your staff who upload files and publish versions use seats. The client contacts you invite to review and approve are free guests.

Is an approval a legal signature?

No. A review approval is a record of sign-off on a specific version. It is not a legal electronic-signature service.

Can an assistant make changes for me?

Yes, in supported workspaces. Ask in plain words and the assistant prepares the change. You see exactly what will change and approve it first, and your normal permissions still apply. Each plan includes an AI allowance; everything still works by hand when it runs out.

Do I need a SYSTALOG website to use these?

No. Every product except Website Follow-up works on its own. Website Follow-up comes included with a published SYSTALOG website.

Can I buy the software outright?

Request a scoped buyout quote. The quote defines the software, license and handoff. Ongoing hosting, provider usage and support are separate; a buyout does not promise unlimited services forever.

Start Client Portal for $10 a month

Create an account, choose your staff seats and invite your team. Customers and vendors you invite never use a seat.

© 2026 Systems Logic & Automation Group LLC

Studio prices are examples; every custom project gets a flat quote first. K9Codex supports recordkeeping and does not replace an audit. GemFit.ai is not a medical device.