Everything in one place
Documents, tracked URLs, Loom videos, Calendly links, Figma files, Google Docs, all organized in branded tabs your clients can navigate instantly.
Client Portal
One branded space for everything your client needs
Share documents, embed videos, organize resources, and track engagement, all from a single link your clients actually use.
No credit card required. 7-day trial.
Rated 5.0 out of 5 on G2
Your clients don't need another login. They need one link.
Scattered email attachments. Files lost in threads. "Can you resend that proposal?" Three different tools to share a report, a Loom walkthrough, and a Calendly link. Whether you call it a client portal or a customer portal, your clients deserve a better experience. You deserve to know what they actually looked at.
Why teams love HummingDeck
Know what they engage with
Per-page time tracking, click analytics, view notifications. See exactly which document your client spent 8 minutes on and which they skipped entirely.
Set up in minutes, not weeks
No onboarding calls. No migration projects. Paste a URL, drag your documents in, share the link. Your client portal is live.
Organized
Organize with tabs
Structure your portal the way your client thinks. Create tabs for different project phases, content types, or deliverables: Proposal, Resources, Onboarding, Reports. Each tab holds documents, URLs, embeds, and checklists.
Tabs with no content stay hidden from your client. Show what's ready, hide what's not.
AC
Acme Corp · Q1 Campaign
Q1 Campaign Proposal
8 pages
Scope of Work
3 pages
Budget Breakdown
1 pages
Embeds
Embed the tools you already use
Drop in a Loom walkthrough, a Calendly scheduling link, a Figma prototype, or a YouTube overview, right alongside your documents. Your clients see everything in context, in one place.
Supported: Loom, YouTube, Vimeo, Calendly, Typeform, Tally, Figma, Miro, Google Docs/Sheets/Slides, Pitch, Gamma, Spotify.
Resources
Watch the demo
loom.com
Book a call
calendly.com
Project Brief
6 pages
Analytics
Track every click, every page, every minute
HummingDeck tracks engagement at a level no other client portal does.
- Per-page time tracking, so you see which page of your proposal held their attention
- Click tracking on URLs, so you know which resources they actually opened
- Real-time notifications the moment your client opens the portal
- Geographic insights showing where your client is viewing from
- Bot detection: filters out SafeLinks, Proofpoint, and Mimecast so your data stays clean
Per-page engagement
Q1 Campaign ProposalCover
0:12
Problem
1:45
Solution
2:38
Pricing
3:02
Case Study
1:22
Team
0:34
Next Steps
0:56
Total time
10m 29s
Completion
100%
Views
3
Next Steps
Mutual action plans
Add a shared checklist to any portal. Outline next steps, deadlines, deliverables. Your client sees progress at a glance, and you see whether they've reviewed the steps.
Next Steps
Acme Corp · Q1 Campaign
Review campaign proposal
Approve budget allocation
Provide brand assets
Review creative concepts
Launch campaign
Your Brand
Branded for your business
Your logo. Your colors. Every portal looks like it's yours, because it is. Custom domain available on Business plan.
portal.youragency.com/acme-corp
Your Agency
Prepared for Acme Corp
Brand Guidelines v3
24 pages
Website Redesign Mockups
Figma embed
Approvals
Client approvals built in
Share proposals and deliverables with built-in approval workflows. Clients can accept, request changes, or decline, with notes. No separate tool needed.
Built-in approval workflow
AcceptRequest changesDecline
Approved2 min ago
“Looks great, please proceed with production.”
How to share files with clients using one link
Group your documents in one HummingDeck Room, send your client a single link, and review recorded document activity.
Try for freeHow to Share Files With Clients Using One Link
Watch on YouTubePlays from YouTube when you press play.
Chapters
Read the transcript
00:00 Several documents, one link
Here's how to send your proposal, price sheet and case study in one link, then see which documents get opened. Your client gets one link with everything in it, and you see what they read.
00:14 Upload your documents
Start in your library. Choose Add document and pick all three files at once. PDFs work, and so do PowerPoint, Word, Excel and HTML files.
00:29 Create a Room
Now group them. In HummingDeck, a set of documents behind one link is called a Room. In Rooms, choose New Room, name it for the deal, and pick the client's company.
00:44 Add documents in reading order
Add the documents in the order your client should read them: the proposal, the price sheet, then the case study. Your client sees them in this order.
00:56 Create and send a link for your client
Next, create a link for the person you're sending it to. Choose Create share link, then Contact, and add Sarah's name and email. Activity on this link is recorded as hers, so a separate link for each person shows you who opened what. Copy the link and paste it into your email. One link instead of three attachments.
01:23 What your client sees
Sarah opens the room in her browser, with no account. She sees the room's name and who sent it. She opens each document on its own, reads it, and comes back for the next one.
01:37 See which documents were opened
Back in HummingDeck, the room's Activity tab shows her visit: which documents she opened, for how long, and how far she read. Here, the proposal and the price sheet, but not the case study yet. Activity is recorded on Sarah's link, so if she forwards it, that activity shows up there too.
01:58 More than documents: a plan, a video, a calendar
A Room can hold more than documents. Add a Next Steps tab with a simple plan for both sides, a Media tab with a video, and a Let's meet tab with your booking calendar. Your client gets one organized place for the deal, not a pile of attachments. Try it with your own documents using the link below.
From proposal to project, one link
The portal that evolves with your client relationship
Most tools make you start over after the sale. Send the proposal in one tool. Build a customer onboarding portal in another. Share project files in a third.
With HummingDeck, the same link evolves with the relationship:
Before the close
Your portal holds the proposal, case studies, and a pricing walkthrough video. You track exactly which pages they revisit before signing.
Client onboarding
Add a client onboarding checklist, an intake form (Typeform embed), and a welcome video. Replace the sales content. Same link, new context.
Throughout the engagement
Swap in deliverables, reports, project resources. Add tabs for each phase. Your client always knows where to go.
No migration. No new logins. One link, from first touch to final deliverable.
How to create a secure client portal for document sharing
Use a Restricted Room link to share client documents, verify approved inboxes, update files, and remove access when the project ends.
Try for freeHow to Create a Secure Client Portal for Document Sharing
Watch on YouTubePlays from YouTube when you press play.
Chapters
Read the transcript
00:00 A secure place for a client's files
Here's how to give a client one secure place for their files. Only the people you list can get in, you can update a file without sending a new link, and you can take access away when the work is done.
00:15 Start from a Room
A client portal in HummingDeck is a Room: the documents, the next steps, a video and your booking calendar, behind one link. If you haven't built one yet, the previous video shows how.
00:29 Choose who can get in
Choose Create share link, then Restricted. Add the people who should get in, here Sarah from Northstar and Jordan, a freelancer on the project. Then allow the company's domain, so anyone with a Northstar email can request access. Everyone on the list confirms their email before the portal opens.
00:53 Your client confirms their email
Sarah opens the link and enters her email. HummingDeck sends her a one-time access link that expires in fifteen minutes. She clicks it, and she's in. If the link is forwarded to someone who isn't on the list, they see the same message, but no access link is sent. In the room's activity, each visit shows the email that confirmed it.
01:21 Update a file, keep the link
When a file changes, replace it instead of sending a new one. Open it in your library, choose Replace, and pick the new version. The portal link stays the same, and the history is kept.
01:36 Remove access
When someone leaves the project, remove them from the list. Jordan's next visit stops at the email check. And when the project ends, switch the link off.
01:51 On Business: your domain and the API
On Business, share links can use your own subdomain, and the HummingDeck API can create these links and update who's on the list. Set up your own client portal with the link below.
Connects to your existing tools
Zapier
Connect to 8,000+ apps. Automate workflows on document views.
Close CRM
Every document view logged as a Close activity. Contacts, companies, and engagement synced automatically.
Slack
Instant notifications when prospects view your documents. Duration, completion, and click data in every alert.
Google Workspace™
Publish Google Slides™ and Google Docs™ directly to HummingDeck. Generate trackable links and add documents to Deal Rooms without leaving your editor.
Chrome Extension
Share files from Gmail with tracked links. Per-page analytics and real-time alerts.
Why teams choose HummingDeck over full-suite client portals
| Feature | HummingDeck | Full-suite portals |
|---|---|---|
| Setup time | 5 minutes | Days to weeks |
| Per-page analytics | Yes | |
| Bot detection | Yes | |
| Embeds (Loom, Figma, Calendly) | Yes | Some |
| Approval workflows | Yes | Some |
| Client login required | ||
| Billing & invoicing | No (use your existing tool) | |
| Full project management | No (use your existing tool) | |
| Starting price | $10/mo | $40–150/mo |
HummingDeck does one thing exceptionally well: give your clients a single, beautiful, trackable space for everything you share with them. Whether you need a client portal or a customer portal, we don't try to replace your project management tool, your invoicing software, or your CRM. We make the client-facing layer simple.
Who uses client portals
Agencies
Share campaign reports, strategy decks, and creative assets. Embed Loom walkthroughs of dashboards. Track which slides the client actually reviewed before the call.
Consultants
Structure engagement deliverables in tabs. Share research, frameworks, and recommendations in one branded portal. Track stakeholder engagement across the buying committee.
Professional services
Organize client deliverables by project phase. Share audits, reports, and compliance documents with tracked access. Know who reviewed what before the next meeting.
Freelancers
Send proposals with embedded intro videos. Convert to a project portal after the close. Look professional without enterprise pricing.
Customer success
Give each account a living portal with onboarding guides, training materials, and QBR decks. Track adoption signals page by page.
Simple pricing for simple portals
Start free. Upgrade when you need more rooms, more documents, or custom branding.
Save up to 20%
Most popular
Business
$40/month per user
Unlimited portals, custom domain, team analytics
Start 7-day Business trialJust exploring? Start on the Free plan. 5 documents and 5 links, forever.
Get started free →Plus applicable VAT/tax. Tax is added at checkout. Pricing for businesses. Prices exclude VAT/sales tax, which is calculated at checkout based on your location.
Compare all featuresFrequently asked questions
What is a client portal?
A client portal is a branded, secure space where businesses share documents, resources, and updates with their clients. Instead of scattering files across email threads, Google Drive links, and Slack messages, a client portal gives your client one place to find everything: proposals, reports, deliverables, and next steps.
Who needs a client portal?
Client portals are used by agencies, consultants, professional services firms, customer success teams, accounting practices, law firms, and freelancers. Any business that shares documents and deliverables with clients benefits from a centralized, branded portal.
How is HummingDeck different from other client portal software?
HummingDeck focuses on simplicity and engagement intelligence. Most client portal tools try to be all-in-one platforms with built-in project management, invoicing, and CRM. HummingDeck does one thing well: give your clients a beautiful, branded space for everything you share, with deep analytics that tell you exactly what they engaged with, page by page.
What's the difference between a client portal and a customer portal?
The terms are often used interchangeably. A client portal typically refers to a space for service-based relationships, like agencies, consultants, and firms sharing deliverables with specific clients. A customer portal usually describes self-service access for product users, like billing or support tickets. HummingDeck is built for the client portal use case: sharing documents, tracking engagement, and managing deliverables in ongoing service relationships.
Give your clients one link they'll actually use
Set up your first client portal in under 5 minutes. No credit card. No onboarding call. No migration.
Try HummingDeck free