Portals inside your workflow
Ozer client portals give each client a branded space for files, updates, and approvals on the project record. It is part of the Ozer Workspace OS for freelancers and small agencies in the UK.
Ozer client portals answer “how do clients see progress without email chaos?” Each client gets a branded space for files, updates, and sign-off, managed from the same project you already run.
Northgate client portal
Brand guidelines.pdf
Ready for review
Homepage v3
Ready for review
Invoice #1042
Ready for review
Synced with project
What you get
- 01
One portal per client
Share files and updates without another attachment thread.
- 02
Synced with the project
Portal content follows the project. You do not update two systems.
- 03
Approvals in place
Clients review and sign off in the portal, so there are fewer version fights.
- 04
Built in, not bolted on
Portal, project, invoice, and messages share one client record.
The client's view of your entire relationship
Beyond files, the portal shows the joined-up view of everything you've done for a client. They can see it and you manage it.
Frequently asked questions
Run this in your Ozer workspace.
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