Client Portals for Services Firms

Give clients visibility into projects, invoices, and deliverables. Build trust and streamline communication.

Industry Challenges

Common pain points in professional services that SuitePortal addresses

Project Visibility

Clients want to know project status without scheduling status calls.

Document Sharing

Deliverables, contracts, and documents are scattered across email and file shares.

Billing Questions

Clients call with invoice questions that could be answered with better visibility.

Time & Budget Tracking

Clients want to see hours logged and budget consumed in real-time.

Project Dashboard

Clients see project status, milestones, and upcoming deliverables at a glance.

Document Center

Centralized access to all project documents, deliverables, and contracts.

Invoice Portal

View invoices, payment history, and outstanding balances with detail.

Time Transparency

Share timesheet details and budget vs. actual with clients who want visibility.

Share project status and deliverables with consulting clients.

Provide campaign performance, creative assets, and billing to clients.

Share ticket status, project updates, and SLA reporting with clients.

Yes, you can configure approval workflows that allow clients to review and approve time and expenses.

Access is controlled by project role and client settings. You decide what level of detail each client sees.

Yes, with SuitePortal Support, clients can submit and track support tickets through the portal.

License management, support tickets, and subscription billing. Give customers the self-service they expect.

Order tracking, easy returns, and account management. Create the post-purchase experience your brand deserves.

Connect your NetSuite, invite your first customer, and go live — all in the same afternoon.