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A private client portal for every client

Each person signs in from their own link

How access works

Give each client their own portal for the files you share, the approvals you need and the uploads you're waiting on. They open it from a link in their email, with no password to set up.

Create a client portal What your client sees

Free to use. No card needed.

What goes in a client portal

Each portal has its own people, files and requests, so one client never sees another's.

Files you share

Share files from File Drop with a label and a note. Your client can view or download each one once File Drop's security check has passed.

Requests you send

Ask the client to approve something, answer a question or upload files. Add a due date, and send it to one person or to everyone in the portal.

Cards from a Task Board

Share a card and your client sees its title, description, due date and whether it's done, without seeing the rest of the board.

What your client sees

A plain page in your colours, on a phone or a laptop. They don't install anything or remember a password.

  1. An email with their own link

    The invitation shows your welcome message and an Open Portal button. There is no account to create and no password.

  2. What needs doing comes first

    Requests waiting for them are listed under Action needed, with any due date.

  3. They answer on the page

    Approve or reject, type an answer, or upload the files you asked for with an optional note.

  4. Your files in one list

    Files and cards you share are listed under Documents, ready to open or download.

  5. The same link next time

    Their link keeps working until you remove their access or archive the portal.

Setting up a portal

  1. Create a portal

    Give it a name and a short welcome message. Leave the name blank and AI suggests one from the welcome message.

  2. Invite your client

    Add the people at the client who need it. Admins see every request. Viewers see the requests for everyone plus the ones assigned to them.

  3. Share and ask

    Share files from File Drop and cards from a Task Board. Ask for an approval, an answer or an upload, with a due date if there is one.

  4. See what happened

    The activity timeline shows who opened the portal, what they viewed or downloaded and what they sent back. You accept or reject each answer.

Your side of a portal shows who opened it, what they downloaded and what they sent back.

Who can get in

Only the people you invite, each with their own link. You decide what each of them sees and when their access ends.

One link for each person
Everyone you invite gets their own link, so you can see who opened the portal, when they last visited and how many times.
Admins and viewers
Admins see every request in the portal. Viewers see the requests meant for everyone plus the ones assigned to them.
Remove access at any time
Their link stops working straight away and their past answers stay with the requests. Invite them again and they get a new link.
Archive when the work ends
Every link to an archived portal stops working. Restore the portal and the links work again.
Kept out of search results
Portal pages tell search engines not to index them and browsers not to keep a copy.
Private or shared with your team
Your team can see a portal unless you make it private to you. Only the person who created it can change it.

Branding, reminders and your AI agent

Your logo and colours

Use the logo and colours from your Brand Guidelines, or set a logo, main colour and accent colour for one portal.

On your own web address

Run a portal on a subdomain such as portal.yourfirm.com. Invite links use your address and the Raq.com footer is removed.

A reminder when it falls due

If a request is still open when its due date passes, the client gets one reminder email and you get a notification in Raq.com.

Works with your AI agent

Connect Claude, ChatGPT or another agent to Raq.com and it can set up portals, invite clients, share files, send requests and tell you which answers are waiting. Clients only see the portal.

What it costs

Portals, invitations, files, requests, branding and your own subdomain cost nothing extra on a free Raq.com account.

Create a free account
Free
Portals, invitations, shared files and cards, requests, reminders, branding and your own subdomain. No card needed to sign up.
Uses AI allowance
Suggesting a portal name when you leave it blank, which takes a very small part of the allowance. A new account comes with a free trial allowance.
Plans
Paid plans are priced per user and start at $39 a month. They include AI usage for every AI tool on Raq.com.

Questions

Do my clients need an account or a password?

No. Each person you invite gets an email with their own link. It opens the portal straight away and keeps working until you remove their access or archive the portal.

What if someone forwards their link?

Anyone with the link can open the portal as that person, so it works like a key. If a link ends up somewhere it shouldn't, remove that person's access and it stops working at once. Inviting them again sends a new link.

How do clients send me files?

Send a file request. Your client uploads up to 10 files, 5 GB in total, with an optional note. The files are encrypted when they are stored and arrive in Secure Send, where you can open them once within 24 hours of the upload, so download them when they arrive.

Can I message clients or send invoices through the portal?

No. There is no chat thread and no invoicing. You can ask a question and read the answer, and clients can add a note when they upload files. Invoice Generator is a separate Raq.com tool.

Can I use my own domain?

Yes, on a subdomain such as portal.yourfirm.com. Add the DNS records shown in the portal's branding settings, and once they check out, invite links use your address and the Raq.com footer is removed. A bare domain such as yourfirm.com isn't supported.

Who on my team can see a portal?

Your team can see it unless you make it private to you. Only the person who created a portal can change it.

What does it cost?

Creating portals, inviting clients, sharing files and sending requests cost nothing extra on any Raq.com account. Paid plans are priced per user and start at $39 a month.

Client portal guides

Set up a portal for your next client

Sign-up goes through Raq.com. It opens ready for your first portal.

Create a client portal