The portal your clients
love to open.
Give every client a private, branded space to review selections, approve products, and sign off — all in one beautiful place.
Overview
Welcome back, The Hartleys
Deposit invoice · $9,150.00
Payment due · Apr 26
Needs your review
5 to approve
Linen Sofa · Ivory
Living Room · $3,650
Oak Coffee Table
Living Room · $1,200
Brass Floor Lamp
Living Room · $480
Wool Rug · Natural
Living Room · $2,100
Accent Armchair · Sage
Reading Nook · $1,450
The most professional you've ever looked.
From the moment a client signs in, every detail is yours: your brand, your work, a calm space to review and approve. No logins to manage, no files to chase.
Your studio your logo, your colors, your domain. Their portal.
Atelier North
Welcome back
The Hartley Residence
Branded end to end
Your logo, colors, and domain. The portal feels like a natural extension of your studio.
Linen Sofa · Ivory
$3,650 · Living Room
Selection approved
Linen Sofa · just now
One-tap approvals
Clients approve or decline each selection from any device. You see decisions the instant they happen.
Documents
Bedroom · ApprovedEverything to sign off
Proposals, agreements, and invoices live in one place — viewed, signed, and paid online.
In-context comments
Love the sofa — can we see it in a warmer linen?
On it — new options by Friday.
The Hartleys · Atelier North
PresentationConcept · Living Room
12 slides · shared
A conversation, in context
Comments live right on the work, and shared presentations stay in sync — no scattered email threads.
Branded the moment they sign in.
Assign a client to a project and their private portal is ready. They open a secure link from their inbox — no passwords to manage — and land in a space that looks entirely like your studio, on any device.
- Passwordless magic-link sign-in
- Your logo, colors, and custom domain
- Access granted automatically on assignment
- Beautiful on phone, tablet, and desktop
Atelier North · Client Portal
Welcome back, The Hartleys
The Hartley Residence
Full-service · Coastal modern
3
To approve
3
Documents
2
Presentations
Sign-off, one tap away.
Turn the back-and-forth into a calm, visual review. Clients see every selection in context and approve or decline with a single tap. Comments live right on the item, and your boards update in real time.
- Approve or decline each product individually
- In-context comments, not email threads
- Selections sync to your project in real time
- Clients only see what you choose to share
The Hartley Residence
Living Room · Selections
Linen Sofa
$3,650
Oak Coffee Table
$1,200
Approved
Brass Floor Lamp
$480
Approved
Wool Rug
$2,100
Sign and pay, in one place.
Proposals, agreements, and invoices live right in the portal — fully white-labeled. Clients accept the proposal, sign the agreement, and pay the invoice online, with a complete audit trail on every step.
- Proposals, agreements & invoices together
- Legally-binding e-signatures, built in
- Deposits and balances paid online
- Full event trail on every document
The Hartley Residence
Documents
Proposal
Primary Suite · Full Service
Letter of Agreement
Ready for your signature
Invoice #INV-0042
Deposit · 50%
Accept, sign, and pay online — no printing, no PDFs, no back-and-forth.
Paid online, in a tap.
When it's time to settle up, clients pay the deposit or balance on a secure, white-labeled checkout right inside the portal — no invoices to download, no checks to mail. Receipts go out automatically the moment a payment clears.
- Deposits and balances paid by card online
- Branded checkout, no client account required
- Receipts delivered automatically
- PCI-compliant, secured by Stripe
The Hartley Residence
Pay deposit invoice
Amount due
$9,150.00
Invoice #INV-0042 · Deposit 50%
Card number
Expiry
CVC
Name on card
Receipt sent automatically · no account required
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