Ashflow ClientDesk
Secure client portal with project tracking, document management, and invoice automation for professional services.
Starting at $3,000 setup + $600/month (per workspace)
The Deep Dive
Ashflow ClientDesk is a professional services portal that keeps your clients engaged, reduces scope creep, and guarantees on-time payment. Clients log in to check project status, upload documents, approve deliverables, and pay invoices—all in one secure environment.
Your team gets centralized project management, automated invoice generation tied to milestones, secure document sharing, and complete audit trails. Clients feel informed and in control. Your team works faster without constant email status updates.
Built for lawyers, accountants, consultants, designers, and agencies managing multiple concurrent projects with different stakeholders.
Core Features
White-label client portal with two-factor auth
Project timeline with milestone tracking
Secure file upload and sharing (encrypted)
Task assignment and team collaboration
Automated invoice generation (manual or milestone-driven)
Online payment processing (Stripe, PayPal)
Time tracking and billing integration
Unlimited document versions and audit trails
What You'll Experience
40–60% faster project completion (clarity kills delays)
Scope creep eliminated (clear expectations in portal)
30% faster payment collection
Reduce client support emails by 50%+
Legal compliance and audit-ready logging
Stronger client relationships through transparency
Perfect For
Law firms managing client matters
Accounting firms with tax and audit clients
Consulting firms managing implementations
Design and creative agencies
Construction and project-based businesses
Industries Served
Professional Services
Legal
Finance
Consulting
Timeline to Live
Our team builds your custom system and tests everything
Your team gets trained and system goes live
Ready To Transform Your Operations?
Book a free demo to see Ashflow ClientDesk in action. No obligation, no credit card required.