Clients & Portal

Manage all your clients in one place and give them a professional portal to access their documents and make payments.

Adding Clients

Quick Add

Add clients when creating a contract or invoice, or from the Clients page:

1. 1Go to Clients in your dashboard
2. 2Click "Add Client"
3. 3Enter their name and email (required)
4. 4Add company, phone, address (optional)
5. 5Save the client

Import from CSV

Have an existing client list? Import multiple clients at once from a CSV file with columns for name, email, company, phone, and address.

Client Information

For each client, you can store:

• Contact name: Primary contact person
• Email: For sending documents and notifications
• Company name: Their business name
• Legal name: For contracts (if different from company)
• Phone: Contact number
• Address: Billing/mailing address
• Website: Their website URL
• Tax ID: For invoicing purposes
• Notes: Private notes about the client
• Tags: Organize clients by category

Client Profile

Click on any client to see their full profile, including:

• All contracts: Contracts you've sent to this client
• Proposals: Proposals sent and their status
• Invoices: Invoice history and payment status
• Projects: Active and completed projects
• Total revenue: How much this client has paid you
• Activity timeline: Recent interactions

Client Portal

Each client gets access to a branded portal where they can view all their documents. The portal is:

• Branded: Shows your logo and business name
• Secure: Access via magic link (no password needed)
• Complete: All contracts, proposals, and invoices in one place
• Actionable: Clients can sign documents and pay invoices

Portal Features

From the portal, clients can:

• View all contracts (signed and pending)
• Sign contracts that need their signature
• Download signed contract PDFs
• View and pay invoices
• See project progress and milestones
• Approve completed milestones
• Use AI to ask questions about documents

Portal Access

Clients can access their portal in two ways:

1. Direct links: Links in emails automatically log them in
2. Magic link request: They can request a new login link from your portal URL

Your portal URL is: accordio.ai/portal/your-slug

Organizing with Tags

Use tags to organize clients by:

• Service type (Design, Development, Consulting)
• Client tier (VIP, Regular, One-time)
• Industry (Tech, Healthcare, Finance)
• Status (Active, Paused, Past)

Filter your client list by tags to quickly find specific groups.

Archiving Clients

When you're no longer working with a client, archive them to keep your list clean:

• Archived clients are hidden from the main list
• All their documents and history are preserved
• You can unarchive anytime if they come back
• Portal access remains active for archived clients