Client portal
Thingsform Portal gives every client their own front door. They find the status of their requests, their documents, their appointments and the quotes awaiting signature — with no account to create on your side and no attachment to hunt for in an email thread.
- Client space
- Secure access
- Request status
What Client portal brings
Client space
Secure access
Request status
Client portal in your workflow
Client portal does not work in isolation: every action can feed the platform's other modules.
Client portal → Documents
Manage your documents with folders, e-signature and AI search.
Explore DocumentsClient portal → Appointments
Manage your appointment slots with public links and automatic reminders.
Explore AppointmentsClient portal → Forms
Build smart forms with conditional logic and structured data collection.
Explore FormsFrequently asked questions about Client portal
Which modules does Client portal work with?
Client portal connects natively to Documents, Appointments, Forms, Signature and Pages. Data flows from one module to the next with no export or integration to set up.
What does the client see in their portal?
Their requests, their status and their documents — nothing else, and above all nothing belonging to other clients. It is a partitioned space, not restricted access to your back office.
Does the client need to create an account?
Access is secure and named, but designed to stay simple. The point is that they check their file rather than phone you — access that is too complicated produces the opposite.
Does the portal really cut down on chasing?
That is its main benefit: a visible status replaces "where is my file?" calls. It still has to be kept current, which state workflows automate.
Which plan includes the Client portal?
Included from the Business plan. For more occasional access limited to one folder, Shared Access is enough and sits on the Pro plan.