ORBIT CLIENT PORTAL

One link for your client.
Everything organized for your team.

Messages, materials, files and approvals in a client space with your company identity.

Included in Business, Scale and the 7-day trial

Clients know what you need.
You know what they sent.

Instead of searching several conversations for the latest file, open the client and see materials and decisions together.

SIMPLE FOR BOTH SIDES

Create the client portal and share its link. You can find the same link again in Orbit.

Request materials, upload a file or send a message. Clients reply from their own space.

Send a file for approval. Clients approve it or describe the changes they want.

MORE THAN FILE STORAGE

Both your team and clients can upload files. PDF, images, DOCX, TXT and ZIP up to 8 MB.

Add new versions and see which version was approved or needs changes.

Find the client, open their history and see the newest materials first.

Describe what you need. Clients get a clear action to upload the requested files.

Clients and your team can opt into email notifications for new content.

Clients see what is shared in their portal. Internal notes and tasks stay in your CRM.

ONE PORTAL. DIFFERENT WORKFLOWS.

Agency

Request a brief and materials, share a proposal, and receive a clear approval or change request.

Is this an electronic signature?

The feature records file approval or a request for changes. It is not presented as a qualified electronic signature service.

Does the link change when a new file is uploaded?

No. Clients continue using the same active link.

Can builders directly change the catalog?

No. Submitted projects and updates are reviewed by the agency before they are added or applied.

YOUR TEAM. YOUR CLIENTS. YOUR ORBIT.

Create a workspace, invite your team and share your first client link.

Try free for 7 days No card required · All modules · Up to 5 trial users