For reviewed project updates and client approvals, choose Angelwood. For CRM, portal and billing in one place, choose Assembly or SuiteDash. ManyRequests suits productized agencies, Foyer and Clinked suit document-heavy firms, Softr suits teams that want to build their own portal, and Moxo suits larger teams running structured processes.
WHO THIS IS FOR
Agencies, consultancies and professional-services firms choosing a portal for clients they already serve.
THE SHORTLIST
Compare the options.
Prices are the lowest published paid plan, checked on each vendor's site. Scroll the table on smaller screens.
Mid-market and enterprise teams running structured client processes
Not published
Trial on request
EACH OPTION IN DETAIL
Strengths, trade-offs and price.
Angelwood publishes this guide, so our own product is marked. Competitor details come from each vendor's website, checked in October 2026. Confirm current pricing with the vendor before you buy.
01
AngelwoodOur product
Angelwood is a client portal built around the work you share with clients. It drafts updates from your notes and connected project tools for your team to review, records client approvals, and tracks onboarding and document requests.
Best for: Reviewed client updates, approvals and onboarding Price: From $99/month (Starter, 3 seats) · 14-day free trial
Strengths
Update drafts with source links, reviewed before clients see them
Client approvals and decisions recorded in the portal
Syncs with Asana, ClickUp, Basecamp, Jira, Monday.com, Trello and more
Trade-offs
Not a CRM, accounting system or contract-signing platform
Custom domain and white-label are on the Agency plan
02
Assembly
Assembly (formerly Copilot) pairs an internal CRM with a branded client portal where clients message, share files, sign contracts and pay. Ready-made and AI-built apps cover intake, onboarding and proposals.
Best for: Small firms that want CRM, portal and billing in one place Price: $29/month billed annually ($49 monthly), Starter · Free plan (5 active contacts)
Strengths
Free plan to start, with billing and payments on every plan
30+ pre-made apps plus an AI app builder
SOC 2 Type II, with a HIPAA BAA on the Advanced plan
Trade-offs
Custom domain and badge removal start on the Professional plan
Plans cap active client contacts until the Advanced tier
SuiteDash is an all-in-one business platform: CRM, client portal, invoicing, projects, file sharing, forms, messaging and courses, all white-labeled for one flat price.
Best for: Teams that want one white-label tool to replace many Price: $19/month, Start plan · 14-day free trial
Strengths
White-labeling on every plan, including a branded mobile app
Flat pricing with unlimited staff and clients
Invoicing, subscriptions and payments built in
Trade-offs
Automations and onboarding flows need the top Pinnacle plan
ManyRequests is a white-label portal for agencies that sell services as requests: intake and order forms, task boards, time tracking, a CRM and Stripe billing for retainers or credits.
Best for: Productized and subscription agencies Price: $39/month billed annually ($59 monthly), 1 seat · 14-day free trial
Strengths
Request intake with service catalogs and checkout
Retainer, hourly and credit-based billing through Stripe
Custom domain and brand colours from the Core plan
Trade-offs
Seats beyond the first cost extra
Removing 'Powered by', API and Slack are on the Pro plan
Foyer is a branded client portal for secure file sharing, messaging, signature requests and intake forms, used by accounting, legal and real-estate firms.
Best for: Firms that mainly exchange documents with clients Price: $19 per internal user/month (2-user minimum) · 14-day free trial
Strengths
Secure file sharing with file requests and folders
Signature requests and custom intake forms
HIPAA compliance, SSO and US, EU or AU data residency on Ultimate
Clinked is a secure, white-label client portal for file sharing, approvals, tasks and discussions, with an optional virtual data room for due-diligence work.
Best for: Firms sharing confidential documents, including data rooms Price: From $11 per user (Start Up); flat plans from $239/month · Free trial
Strengths
ISO 27001, audit trail and encryption at rest
Virtual data room with redaction and watermarking
iOS and Android apps
Trade-offs
Flat plans start at $239/month
E-signature runs through DocuSign or Adobe Sign integrations
Moxo runs multi-step workflows with clients and vendors through branded portals: document requests, e-signatures, approvals, payments, messaging and video calls, with AI agents for follow-up.
Best for: Mid-market and enterprise teams running structured client processes Price: Not published · Trial on request
Strengths
Workflow orchestration with branching and escalations
Clients join by secure link, no account needed
SOC 2 Type II and SAML SSO
Trade-offs
No public pricing
Trials are set up with the Moxo team rather than self-serve
A client portal gives each client one secure place to see progress, respond to requests, share files and approve work, instead of scattered email threads and shared folders.
Which client portal is cheapest?+
Assembly and Softr have free plans. Among paid plans checked for this guide, SuiteDash and Foyer start at $19/month, though Foyer charges per internal user with a 2-user minimum.
Which client portals can use my own domain?+
SuiteDash includes it on every plan and ManyRequests from Core. Assembly needs Professional, Foyer needs Premium, and Angelwood needs the Agency plan.
Do I need a portal if I already use a project management tool?+
Project tools are built for your team's tasks. A portal shows clients the parts they need: progress, requests and decisions. Angelwood is designed to sit on top of the project tool you already use.
THE NEXT USEFUL STEP
Keep evaluating
Comparisons and workflow guides for the same decision.