Keep client details and share a portal

Keep every client's contact details in one place and share a private portal link with all their invoices and contracts.

  • Every contact in one searchable list
  • Private client portal link
  • Invoices & contracts per client
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Free plan, no credit card required.

Freelance client management and shareable client portal in Workey
Freelance client management and shareable client portal in Workey

Clients / Billing & money

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Everything about a client in one record

  • One searchable list

    Freelance client management that keeps each client's name, email, phone, company, and notes in one place, reused everywhere you invoice, contract, or start a project.

  • A portal per client

    Every client gets a private link to a branded page with all their invoices and contracts, no logins, no chasing PDFs across email threads.

  • Safe to reorganize

    Add payment terms in notes and search as your roster grows. Deleting a client never touches the projects or invoices already tied to them.

Add and manage your clients

From the Clients page, click Add client to save a name, email, phone, company, and notes for payment terms or preferences. Search your list as it grows and edit any client in one click.

Add client dialog in Workey

Share a private client portal

Copy each client's portal link and share it. Your client opens one branded page with all of their invoices and contracts, no login required.

  1. 1

    Copy the portal link

    Every client gets a private, branded portal URL you can copy in one click.

  2. 2

    Share it once

    Send it in any channel, email, chat, or your invoice footer.

  3. 3

    Your client opens one page

    All their invoices and contracts in one place, no login, no chasing PDFs.

Client portal page showing invoices and contracts in Workey

Clients connect projects, invoices, and contracts

  1. Client
  2. Contract
  3. Invoice

Save a client once and reuse them across Projects, Invoices, and Contracts, then share a portal link where they see every invoice and contract in one branded page.

Questions about clients

What can I store for each client in Workey?

Each client record holds a name, email, phone, company, and free-form notes for payment terms or preferences. Your client list is searchable and reused everywhere you create projects, invoices, and contracts.

What is the client portal link?

Every client gets a private, shareable portal URL. When you copy and send it, your client opens one branded page that shows all of their invoices and contracts in one place, no scattered email attachments.

Do my clients need an account or login to use the portal?

No. The client portal works from a private link, so clients can view their invoices and contracts without creating an account or signing in.

Does deleting a client remove their projects or invoices?

No. Deleting a client only removes them from your client list. Projects, invoices, and contracts already linked to that client are not affected.

Can I reuse a saved client across projects, invoices, and contracts?

Yes. Saved clients are reused throughout Workey, so you can attach the same client to projects, generate invoices, and send contracts without re-typing their details each time.

Try Clients on your own work

Use it alongside the rest of Workey on a free account.

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