Ozer Client Portals

Portals inside your workflow

Ozer client portals give each client a branded space for files, updates, and approvals on the project record inside the Workspace OS. It is part of the Ozer Workspace OS for freelancers and small agencies in the UK. It is part of the Ozer Workspace OS for freelancers and small agencies in the UK.

Ozer client portals answer “how do clients see progress without email chaos?” Each client gets a branded space for files, updates, and sign-off — managed from the same project you already run.

Acme client portal

Brand guidelines.pdf

Ready for review

Homepage v3

Ready for review

Invoice #1042

Ready for review

Synced with project

What you get

One portal per client

Share files and updates without another attachment thread.

Synced with the project

Portal content follows the project. You do not update two systems.

Approvals in place

Clients review and sign off in the portal — fewer version fights.

Built in, not bolted on

Portal, project, invoice, and messages share one client record.

The client's view of your entire relationship

The portal isn't just a file share. It's the joined-up view of everything you've done for a client — visible to them, managed by you.

Frequently asked questions

Run this in your Workspace OS

Start free. Personal and family stay free. Pay when you add a paid workspace — one price covers the team.

Start free