Clients

What your clients see in the portal A branded, password-free portal where clients view estimates and invoices, approve, pay, follow a timeline, and discuss work with you. Clients Portal Invite a client to the portal Give a client magic-link access to their own estimates and invoices, with no password to manage. Clients Portal Contact roles and permissions Contact roles control what each client contact can do in the portal, separate from your team roles. Clients Portal Roles View your account as a client Preview any contact's portal exactly as they will see it, so you can confirm access before they log in. Clients Portal How to add a client Create a client company in Fee-Lion so projects, estimates, invoices, and balances all live in one place. Clients CRM