PortalSyncDocumentation
Everything you need to know about PortalSync - the ultimate AI-powered client portal for freelancers and agencies.
What is PortalSync?
PortalSync is a comprehensive AI-powered client portal and business management platform designed specifically for freelancers and agencies. It combines project management, client communication, invoicing, contract management, and AI-powered tools into one integrated solution.
AI-Powered
Advanced AI tools for project scoping, invoice generation, and business insights that save you hours of work.
Client-Focused
Professional client portals that enhance your brand and provide seamless client experiences.
All-in-One
Everything you need to run your freelance business - from project management to payments.
Complete Feature Set
PortalSync provides everything you need to scale your freelance business with AI-powered tools and professional client management.
AI-Powered Project Scoping
Generate detailed project scopes, timelines, and cost estimates instantly with our advanced AI. Get professional project breakdowns in seconds.
Digital Contract Management
Create professional contracts from templates, collect e-signatures, and track contract status. Complete with legal templates and automated workflows.
AI Invoice Generation
Automatically generate professional invoices from project data. AI analyzes your work and creates detailed, accurate billing items.
Stripe Payment Processing
Accept payments directly through Stripe Connect. Clients can pay invoices instantly with credit cards, Apple Pay, and Google Pay.
Professional Client Portal
Give clients a branded, secure portal to view projects, files, and invoices. Customizable with your branding and logo.
Real-time Messaging
Communicate with clients in real-time with project-based conversations. Instant notifications and message history tracking.
Advanced File Management
Secure file storage with version control, client sharing, and organized project folders. Track storage usage and manage permissions.
AI Business Insights
Get intelligent insights about your business performance, client relationships, and revenue trends with AI-powered analytics.
Project Management
Track projects from start to finish with status updates, task management, time tracking, and milestone monitoring.
Time Tracking & Billing
Track time spent on projects and tasks with detailed reports. Automatic billing integration and productivity insights.
Secure & Compliant
Enterprise-grade security with role-based access control, data encryption, and GDPR compliance. Your data is always protected.
Customizable Workflows
Adapt the platform to your business needs with customizable templates, automated processes, and flexible configurations.
AI That Actually Works
Our AI doesn't just look smart—it actually saves you time and makes you money. See how AI transforms your freelance workflow from hours to seconds.
AI Project Scoping
Generate detailed project scopes with timelines, cost estimates, and task breakdowns in seconds.
Example:
Website redesign → 3 phases, 40 hours, £2,400 estimate
AI Invoice Generation
Automatically create professional invoices from project data and time entries.
Example:
Project data → Detailed invoice with line items
AI Business Insights
Get intelligent insights about your business performance and client relationships.
Example:
Data analysis → Revenue trends, client insights
AI Chat Assistant
Get instant help with business questions and project management advice.
Example:
Ask questions → Instant, contextual answers
Get Started in 6 Steps
Set up your PortalSync account and start managing your freelance business like a pro in just a few minutes.
Create Your Account
Sign up for free and set up your business profile with your company details and branding.
Add Your First Client
Import existing clients or add new ones. Set up their contact information and company details.
Create a Project
Use AI to generate project scopes or create projects manually. Set budgets, timelines, and milestones.
Generate Contracts & Invoices
Create professional contracts from templates and generate invoices using AI-powered tools.
Invite Clients to Portal
Send secure invitations to your clients so they can access their dedicated portal.
Track & Manage
Monitor project progress, track time, manage files, and communicate with clients in real-time.
Choose Your Plan
Start free and upgrade as you grow. All plans include our core features with AI capabilities scaling with your needs.
Free
For freelancers just getting started
Pro
For growing freelancers with an established client base
Technical Excellence
Built with modern technologies and best practices to ensure reliability, security, and performance.
Cloud-Native
Built on scalable cloud infrastructure with automatic backups and 99.9% uptime guarantee.
Enterprise Security
End-to-end encryption, GDPR compliance, and SOC 2 Type II certified security measures.
API Access
RESTful API for custom integrations and third-party tool connections (Pro plan).
Custom Integrations
Connect with your favorite tools via webhooks and custom integrations (Pro plan).
Ready to Transform Your Freelance Business?
Join thousands of freelancers who have already streamlined their business with PortalSync. Start your free trial today and experience the difference AI-powered tools can make.
No credit card required • 7-day free trial • Cancel anytime