Digital client portal for service providers
ClientSpace is a client portal for agencies, consultancies, and other service providers. Every client gets their own protected space with your branding. That way you manage messages, files, appointments, and contracts securely in one place.
One secure place instead of five channels
Client communication usually spreads across email, WeTransfer, a scheduling tool, a chat, and somewhere in between a signed contract as a scan. Later, nobody can find what was agreed on and when.
ClientSpace brings these paths together. Every client gets their own protected space in your branding. Documents, messages, appointments, and contracts live there together and stay traceable.
Login works without a password via magic link, emails automatically appear as a chat history in the portal, and you have contracts accepted in versioned form, with an acceptance record as a PDF. The portal runs in German and English, works as a mobile web app, and is hosted with data storage in the EU.
What ClientSpace can do
Everything that goes back and forth between you and your clients, in one place.
A dedicated space per client
Every client sees only their own space, designed in your branding rather than that of a third-party provider.
Magic-link login
No password, no resets, no support requests because of it. One link by email is enough to get into the protected space.
Documents in one place
Files stay permanently in the portal instead of in inboxes and expired download links. Even months later, you can still find what was exchanged.
Emails become a chat
Incoming emails automatically flow into the portal as a message history. From Pro onward, you connect your own mailbox via IMAP/SMTP for this. Your clients don’t have to change their habits, and the record still builds itself.
Book appointments directly
Scheduling happens in the portal instead of email ping-pong. The booked appointment is part of the same history as documents and messages.
Accept contracts with versioning
Terms and conditions, data processing agreements, or custom contracts are accepted directly in the portal with versioning, including an acceptance record as a PDF for both sides.
Who ClientSpace is right for
Agencies and studios. Projects run for months, files and approvals pile up. A portal per client keeps the history together and makes your own presence more professional.
Consultancies, fiduciaries, and law firms. Document-heavy collaboration with a need for proof. Signed contracts, exchanged documents, and agreed appointments live in one place.
Service providers and SMEs in Switzerland. If you regularly work with the same clients, this replaces the mix of email attachments, file-sharing links, and scheduling tools.
How ClientSpace is used day to day
Onboarding
New clients receive a link, accept the current version of the terms and conditions and the data processing agreement, and then find all their documents in their own space.
Ongoing collaboration
Approvals, drafts, and questions run through the same channel. Even someone who joins late sees the complete history.
Proof
When the question of what was agreed comes up months later, the answer is in the portal rather than in a searched inbox.
“Good collaboration rarely fails for lack of will. It usually fails because nobody can find what was agreed anymore.”
From the same workshop
Routifyy
Complete 301 redirect lists for relaunches, matched by AI and ready to export.
Flowtifyy
The online store for any website, optimized for Webflow, with TWINT and Swiss hosting.
Your website
should fit you.
A good website is the foundation for your business and your goals. I'll guide you from the first idea to the finished product.
Frequently asked questions about ClientSpace
Who the client portal is right for, how your clients log in, and what is possible in the portal.
For agencies, consultancies, fiduciary offices, law firms, and service providers that regularly work with the same clients and exchange documents, appointments, and contracts along the way. The portal runs in German and English and works as a mobile web app, with no installation from an app store. Pricing depends on your requirements (number of active clients, storage, features) and can be calculated directly on clientspace.ch. There is no free plan; you get started by sending a request.
Without a password, via magic link. Your clients receive a login link by email that takes them straight into their own protected space. You neither have to manage nor reset access, which rules out the most common support case from the start.
Yes. The space your clients see carries your look and feel, not that of a third-party provider. Every client sees only their own space.
They automatically flow into the portal as a message history; from Pro onward, you connect your own mailbox via IMAP/SMTP for this. Your clients can keep writing by email, and the record still ends up in the right place. Hosting is in the EU, and the data stays there. That way it stays traceable what was discussed and when.
Yes. You have terms and conditions, data processing agreements, and custom contracts accepted with versioning, and both sides receive an acceptance record as a PDF. Appointments can also be booked directly in the portal instead of back and forth by email.