Skip to content
Client portal

Send one link. Your client sees everything you've shared.

Forms to fill, documents you're writing together, agreements, price lists — each client signs in with an email link or a QR code and finds their own current set. No password, no account, nothing to install.

Start for freeBrowse templates
Consignment noteNO. PP-2026-0314
FromCustomerOnboarding folder — 3 documents, your orderToMaria GarcíaAny phone, any browser — nothing installedViaOne link — sent by email, or scanned as a printed code
Service — client portal14 LANGUAGES
Why a portal

Email threads bury documents

Pocper's client portal keeps one current set per client — everything you shared, wherever they are, with no attachments and no version guessing.

  • No passwords to reset, no client accounts to support
  • What they fill in or update lands back in their folder — live, with nothing to download or re-file
  • Clients see exactly what you shared — in your order
  • Sign-in links are single-use and short-lived, and access can be revoked at any time
How it works

From your folders to their pocket in four steps

Read the setup guide

  1. Turn on your portal link

    Generate your team's portal link once, in Settings. Every client walks through the same door — and each sees only their own documents.

    Client portal link
    pocper.page/portal/rivera-studioCopy

  2. Share documents into the portal

    Drag any document into a client's Shared folder. What you see in that folder is exactly what they'll see — same order, too.

    Shared
    Client intake form
    Internal— stays yours

  3. Send the link or show the QR

    Email the portal link, or hand over the client's own link or QR code — opening it signs them in straight away.

    Sign-in link sent
    single-use · expires in 15 min — or hand over the printed code

  4. Responses land back in the folder

    Forms clients fill and documents they update arrive in the same client folder your team already works in — live.

    Onboarding live
    Client intake formSubmitted
Maria García
Onboarding3 documents
Client intake formForm · Mar 14Submitted
AgreementAgreement · Confirmed Mar 10Confirmed
Price listPublished Mar 2
Create "Client intake form"
What clients can do

A small portal that does the right things

Everything a client needs from you — without accounts, attachments, or asking twice.

  • Sign in without a password

    They enter their email and tap the link that arrives — or open their own access link or QR code, which works even without an email address. No password to invent, forget, or reset.

  • Fill and start forms

    Clients complete the forms you shared, and can start a fresh copy themselves whenever they need one.

  • Open the living document

    A data document is one shared copy per client — they open the same page you edit, always current.

  • Read agreements

    Agreements appear read-only, with a Confirmed mark once locked — clients always know where things stand.

  • Read what you publish

    Price lists, guides, notices — publications open read-only and always at the version you last published.

  • In their own language

    Each client picks their language — 14 available — independently of the one you run your workspace in.

Start from a template

Browse ready-made documents by industry, share them into a client's folder, and they're in the portal.

Browse templates NO. PP-2026-0314
Pocper AI

Drafted on your side, delivered through the portal

Pocper AI works for you, never in front of your clients — there is no AI in the portal. Draft a paper for one client from their page, review it, and it reaches their portal the way everything else does: through their Shared folder.

How Pocper AI works
FAQ

Questions about the client portal

Do my clients need an account or a password?
No. Clients sign in with a one-time link sent to their email, or by opening their personal access link or QR code. There is no password to create and nothing to install — the portal runs in the browser, on any phone or computer.
What if a client doesn't have an email address?
Every client can have their own durable access link — share it as a link or a printed QR code, and opening it signs them in directly, no email involved. If it ever leaks, regenerate it and every old copy stops working.
How do I control what a client sees?
Each client's folders are split into Shared and Internal. Whatever you drag into Shared appears in their portal, in the order you arranged it; Internal never leaves your team. That's the whole rule — no per-document switches to remember.
What can clients actually do in the portal?
It depends on the document kind. Forms: fill and submit, and start new copies themselves. Data documents: open the one shared copy you both edit. Agreements: read-only, with their confirmation status. Publications: read the current version, always.
How secure is it, and can I revoke access?
Sign-in links are single-use, expire after about 15 minutes, and are stored only as hashes. Sessions expire on their own, and you can revoke access at any time — regenerate a client's access link, or rotate your team's portal code to sign every client out at once.
Further reading

More on getting this right

Give every client their own door

Share a folder, send one link, and stop re-attaching documents. Free to start, no credit card.

Start for free