Secure Client Portals for Any Professional

Your clients deserve a portal that actually works.

Give every client a secure, branded space to share files, schedule appointments, and collaborate on plans — without the enterprise price tag.

Start Free Trial — No Card Required See How It Works
✓ Live in 24 hours
✓ White-labeled with your brand
✓ No tech skills required
✓ Cancel anytime
✓ $59/month flat
harrison.clientdoc.online
ClientDoc
Harrison & Associates
⊞ Dashboard
⊡ Files
◷ Schedule
◈ Plans
Good morning, James.
Harrison & Associates · Your case, always within reach.
Files
12
Upcoming Appts
2
Plan Entries
5
Recent Files View all →
📄 Settlement_Agreement_Draft.pdf From attorney
📝 Deposition_Prep_Notes.docx From attorney
📎 Medical_Records_2026.pdf You uploaded
What You Get
Everything your clients need,
nothing they don't.
Built for professionals who want a clean, secure client experience without the complexity of enterprise software.
🔐
Secure File Sharing
Two-way file exchange. You share documents with clients. Clients upload files to you. Everything stored securely, accessible anytime.
📅
Appointment Scheduling
Set your weekly availability once. Clients book from open slots. Automatic confirmation emails sent to both parties.
◈
Two-Way Planning Board
Post strategies and timelines for clients. Clients share their upcoming goals and plans with you. A living collaboration thread, timestamped forever.
🎨
Your Brand, Not Ours
Your firm name, your logo, your colors. Clients see your brand on every page. Professional from the first login.
📧
Automatic Notifications
Clients get notified when you share a file or post a plan. You get notified when they upload or book. Nothing falls through the cracks.
⚡
Live in 24 Hours
Sign up, customize your brand colors and logo, invite your first client. Done. No developer, no setup call, no waiting.
Who It's For
Built for 67 industries
and counting.
If you have clients, you need ClientDoc. Any professional service that involves file exchange, appointments, or ongoing communication.
⚖️ Attorneys
🧾 Accountants
🏠 Real Estate
💊 Healthcare
🏦 Financial Advisors
🏗️ Contractors
🎓 Tutors & Coaches
💼 Consultants
🧠 Therapists
🦷 Dentists
👁️ Optometrists
🐾 Veterinarians
💇 Salons & Spas
🏋️ Personal Trainers
📐 Architects
🌿 Landscapers
🔌 Electricians
🔧 Plumbers
❄️ HVAC
🐶 Pet Services
📸 Photographers
🎬 Videographers
✍️ Copywriters
💻 Web Designers
📱 Marketing Agencies
🏥 Chiropractors
👶 Pediatricians
🩺 Family Medicine
🧬 Specialists
💰 Tax Preparers
📊 Bookkeepers
🏡 Property Managers
🔑 Mortgage Brokers
🚗 Auto Services
🛡️ Insurance Agents
🎯 Life Coaches
🍽️ Caterers
💒 Wedding Planners
🎪 Event Planners
🏫 Private Schools
🎵 Music Teachers
🎨 Art Studios
🏊 Swim Instructors
⛳ Golf Instructors
🥋 Martial Arts
🧘 Yoga Studios
🌸 Estheticians
💅 Nail Technicians
🪴 Interior Designers
🖼️ Graphic Designers
📦 Logistics
🚚 Moving Companies
🧹 Cleaning Services
🔒 Security Firms
📡 IT Services
⚙️ Engineers
🌊 Marine Services
✈️ Travel Agents
🏕️ Tour Operators
🎮 Game Developers
📰 Journalists
🔬 Researchers
🌱 Nutritionists
💉 Medical Spas
🏛️ Nonprofits
🤝 HR Consultants
➕ Other
The Process
Up and running
in four steps.
1
Sign Up
Create your account, choose your industry, enter your firm details and brand colors.
2
Customize
Upload your logo, set your availability, add your notification email. Five minutes.
3
Invite Clients
Add a client's name and email. Copy their invite link and send it. They set a password and they're in.
4
Start Collaborating
Share files, post plans, set appointments. Your clients have a professional home base for everything.
Pricing
One price.
Everything included.
No per-client fees. No setup charges. No contracts.
ClientDoc Professional
Everything You Need
$
59
/month
  • Unlimited clients on your portal
  • Two-way secure file sharing with R2 storage
  • Appointment scheduling with availability management
  • Two-way planning board with file attachments
  • White-labeled with your logo and brand colors
  • Email notifications for all activity
  • Secure client login with invite system
  • Admin dashboard with full client management
  • Activate and deactivate clients anytime
  • Change credentials anytime
  • Cancel anytime — no contracts
Start Your Free 14-Day Trial
No credit card required to start. $59/month after trial.
What Professionals Say
Built for people who
value their clients' time.
"My clients used to email me documents as attachments. Now they upload directly to their portal and I get notified instantly. It looks like I built something custom."
M
Michael R.
Family Law Attorney, Gulf Coast
"The planning board is what sold me. I can post a tax strategy, my client can comment and add their upcoming income changes, and we're both on the same page before the appointment."
S
Sandra K.
CPA, Mississippi
"I used to pay $150/month for a portal that did half of this. ClientDoc is $59, took me 20 minutes to set up, and my clients think it's incredible."
D
David T.
Real Estate Broker, Louisiana
Partner Program
Sell ClientDoc.
Keep 60%.
Become a TurnkeyAI Territory Partner and earn recurring revenue on every ClientDoc subscription you bring in. No tech skills needed — just local relationships.
60%
Revenue share per client
$35
Per client per month
∞
No territory limits
Apply as a Partner

Ready to give your clients
the portal they deserve?

Start your free 14-day trial. No credit card required.

Get Started — It's Free to Try