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Client portal · no client account
A client portal where the whole job happens in one thread
Your client messages you, uploads files, approves deliverables and pays, all in one branded space, with no account to create and nothing lost in email.
kazii.ai/dashboard/messages
Business intelligence
Cash flow & per-client profit, live
One connected ecosystem
Every module, one login
Quick answer
A client portal gives each client a single, branded space to message you, share files, review and approve work, and pay, instead of scattering all of that across email and chat. In KAZI the portal needs no client account: it's secured by a private link, and every message, file, approval and signature stays on one thread tied to the client and project. You run your side from a conversations console.
The problem
The feedback that decides the job is buried in your inbox
Approvals arrive as "looks good!" in one email, the change request in another, the file in a third, and the sign-off never quite happens. When scope questions come up later, there's no single place that says what was agreed.
How KAZI does it
One branded thread that holds the record
KAZI gives each client a portal they reach by secure link, no sign-up, where they message you, drop files, approve deliverables and e-sign in place. The "final_v3_FINAL" feedback, the approval and the signature all live on one thread you can point to. You manage every client conversation from a single console, and it's tied to the project and invoices behind it.
What you get
Built into KAZI, and connected to the rest of the work you run there.
No client account needed
Clients reach their portal by a secure token link. Nothing to sign up for, so nothing gets in the way.
Message, file, approve, sign
Conversations, file uploads, deliverable approvals and e-signatures happen in place, on one thread.
Branded to you
The portal carries your branding, so clients experience your studio, not a generic tool.
One console for you
Run every client conversation from a single console instead of hunting across inboxes.
Tied to the work
The thread connects to the client's project, files and invoices, so context is never lost at a handoff.
Pay in place
Clients can pay invoices right in the portal through Paystack, where they're already reviewing the work.
How it works
- 1
Invite the client
Share a secure portal link. No account for them to create.
- 2
Work in the thread
Messages, files, approvals and signatures all happen in one branded space.
- 3
Approve and pay
The client signs off and pays in place, with the whole history kept on record.
Run this, and the rest of your business, from one place
Start free. Priced per business, not per seat.
FAQ
Common questions
Do clients need an account to use the portal?
No. Each client reaches their portal through a secure link, so there is no sign-up step and nothing to forget a password for.
What can clients do in the portal?
Message you, upload and download files, review and approve deliverables, e-sign, and pay invoices through Paystack, all on one thread tied to their project.
Is the portal branded?
Yes. The portal carries your branding so clients experience your business rather than a generic third-party tool.
How do I keep track of every client?
You run all client conversations from a single console. Each thread connects to the client record, project and invoices behind it.
Can clients pay in the portal?
Yes. Invoices can be paid right in the portal through Paystack, where the client is already reviewing and approving the work.
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