Also known as: customer portal, client dashboard
A client portal is a scoped, client-facing view of a services business's platform. It is typically branded, permissioned, and limited to what the client needs to see: their active projects, invoices, shared documents, and ways to request new work. Client portals reduce routine inbox volume and let clients self-serve for common needs.
Where you'll see client portal in day-to-day work inside Helm.
Helm's client portal is available on Business tier. It's fully white-label. The client sees your agency's brand, your domain, and your colors, not Helm's. Clients can view their active projects, see invoices and pay them, access shared documents, and submit new requests via forms that route directly into the team's workspace. Everything the portal displays is scoped to that single client account. No cross-client leakage.
Concepts that show up in the same workflows and reports.
Common questions and honest answers.
Two measurable ROIs: reduced inbox volume (clients self-serve for "what's the status of X?" questions) and faster payment (clients pay invoices they can see in a dashboard rather than dig out of email).
Yes. The client portal and white-label branding are Business-tier features. Starter and Pro workspaces can share individual documents, invoices, and project status pages with clients via secure links, but don't have a unified portal view.
Read-only by default for most fields. Clients can submit new requests via forms, pay invoices, and leave comments on documents, but they can't directly modify project plans or billing records. Permissions are configurable per tier.
Helm is the AI work platform where these concepts stop being theory and start being your Monday morning.