Product Introduction
- Portal is a comprehensive freelance management platform designed to streamline client interactions from proposal creation to payment collection. It replaces traditional PDF-based workflows with branded digital portals that integrate project management, payment processing, and file sharing.
- The core value lies in unifying essential freelance operations into a single elegant interface, enabling professionals to maintain brand consistency while automating administrative tasks like invoicing and payment tracking.
Main Features
- Branded digital proposals with customizable templates allow freelancers to showcase services professionally while including project terms, timelines, and deliverables in an interactive format.
- Global payment processing supports 40+ methods via Stripe integration, including credit cards, digital wallets, and Klarna's buy-now-pay-later options, with automated invoice generation and tax compliance features.
- Subscription management enables recurring revenue models through configurable retainers and productized services, complete with client-facing dashboards for subscription modifications and payment history.
- Secure large file transfers (up to 5GB) with payment-gated access control, allowing freelancers to require completed payments before releasing deliverables through encrypted transfers.
Problems Solved
- Eliminates manual PDF proposal workflows and late payments by providing structured digital agreements with integrated payment processing and automated reminders.
- Targets creative freelancers and independent professionals needing to present premium-branded services while managing complex project types including fixed-price, hourly, and milestone-based engagements.
- Ideal for designers, photographers, and consultants requiring secure client portals for collaborative project review, contractual agreements, and high-value asset delivery.
Unique Advantages
- Differentiates through brand customization capabilities exceeding typical freelance platforms, offering custom color schemes, background images, and profile personalization while maintaining professional payment infrastructure.
- Innovative payment flexibility combines one-time transactions with subscription models and tipping functionality, supported by real-time activity tracking and client analytics.
- Competitive 1% platform fee structure undercuts traditional marketplaces by 19-25%, with no upfront costs and direct Stripe integration that keeps financial control with users.
Frequently Asked Questions (FAQ)
- How are payments processed? Portal uses Stripe for secure global transactions, supporting major credit cards, digital wallets, and localized payment methods across 190+ countries with automatic currency conversion.
- Can I customize payment terms? Yes, users can set milestone payments, collect deposits (50% standard), enable tipping, and configure subscription intervals from weekly to annual billing cycles.
- What file types can be transferred? All file types up to 5GB per transfer, with optional password protection and download expiration dates to maintain control over delivered assets.
- How does the 1% fee work? Portal charges only on successfully completed projects, calculated post-payment after Stripe's processing fees (typically 2.9% + $0.30 per transaction).
- Is client onboarding required? Clients access portals via email invitation without needing accounts, with guided interfaces for contract acceptance, payment completion, and file downloads.