Now accepting early access signups

Your clients deservebetter than your inbox.

One branded portal for projects, messages, files, and invoices. With AI that syncs across your existing tools automatically.

Free to start · No credit card required

app.clientdoc.ai
A
Apex Studio
3 active projects
Dashboard
Projects
Messages
Files
Invoices
Dashboard
+ New project
4
Active
2
Pending
$14k
Earned
Recent projects
Brand Refresh
Acme Corp
72%
Website Redesign
Nordstrom
38%
Social Campaign
Levi’s
91%
Built forBrand studiosCreative agenciesMarketing teamsFreelancersConsultancies

The problem

Six tools for one client.
None of them talk to each other.

Your team lives in Asana, Slack, Drive, and Stripe. Your clients have no idea where to look — and neither does your junior PM.

01

Context is scattered across a dozen threads.

One client is in Slack. Another in email. Deliverables in Drive, tasks in Asana, billing in Stripe. Finding anything takes longer than doing the work.

02

Manual reconciliation eats your Fridays.

Matching tasks across tools by hand. Exporting CSVs. Comparing against spreadsheets. Every single week, like clockwork — before you can even begin to tell clients where things stand.

03

Clients ask the same questions on repeat.

"Where's my invoice?" "What's the status?" "Did you get my file?" You answer five times a day, every day, from your inbox. There has to be a better way.

Client portal

One place your clients actually check.

Invite clients with a single link. They get a clean, branded view of every project, message, file, and invoice — without needing to download anything or create an account.

  • Branded with your logo, colors, and domain
  • Real-time project and task visibility
  • Direct messaging tied to project context
  • One-click invoice payment via Stripe or Paystack
A
Apex Studio — Client Portal
portal.apexstudio.com
Hello, Sarah 👋
Here's what's happening on your projects.
Brand RefreshOn track
72% completeUpdated 2 hours ago
Website RedesignReview needed
88% completeUpdated Yesterday
Invoice #0043 · $3,200
Due Apr 30, 2026
Pay now
AI Task Matching
● Live sync
Asana
Design wireframes
Write copy deck
QA review
Client approval
Productive
Design wireframes
Write copy deck
QA review
— not found
1 task needs your attentionReview →

AI task matching

Connect your tools.
Stop reconciling manually.

Link Asana, Productive, or upload a CSV. Our AI engine matches tasks across systems, flags gaps, and syncs with one click — so your Friday afternoons are yours again.

  • Works with Asana, Productive, Trello, and more
  • Detects duplicate and conflicting tasks automatically
  • One-click sync — no manual copying
  • Flags SLA breaches before they become problems

Invoicing

Send the invoice.
Get paid faster.

Generate invoices directly from project data. Clients pay in one click via Stripe or Paystack. Automatic reminders handle the follow-up for you.

  • Auto-generated from project milestones
  • Stripe and Paystack payment links built in
  • Automatic overdue reminders
  • Exportable PDF records for your accountant
INVOICE
#0044
Awaiting payment
Billed to
Acme Corporation
finance@acmecorp.com
Due date
May 15, 2026
In 15 days
Line items
Brand Identity Design
1 project
$4,800
Website Development
1 project
$6,200
Strategy Consulting
4 hours
$1,200
Total$12,200
Pay $12,200 →

How it works

Up and running in minutes.

1

Connect your tools

Link Asana, Productive, Trello — or start fresh. Import existing projects with one click. Your data stays where it is.

2

Invite your clients

Send a magic link. Clients get a branded portal with their name and logo on it. No account, no app download, no friction.

3

Let AI handle the rest

Task matching, SLA tracking, payment reminders. You get alerts only when something actually needs your attention.

Early feedback

We were running five different tools just to keep one client updated. ClientDoc collapsed that into a single view. Our clients actually email us less now.

MO
Marcus O.
Creative Director, Brightline Studio

The AI matching is the thing. I used to spend every Friday manually reconciling Asana and Productive. That's two hours a week I'm just getting back.

PK
Priya K.
Head of Operations, Novu Agency

Your clients deserve a
better experience.

Join the waitlist. We'll let you know when your spot is ready.

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