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FreelioPro
THE FREELIOPRO FIELD GUIDE

Client portal

Give each client a private portal to follow the project, review your work, message you and see invoices, with no account needed on their end.

What clients can do
  • Follow the project journey, step by step
  • Review items, approve them or request changes
  • Request changes with a note, a link and screenshots
  • Message you about the project
  • Download every project file at once as a ZIP
  • View, accept and download invoices
01

Every project gets its own portal link and password. Find them on the project page under Client access. The password is shown once, straight after you create the project, because only a scrambled copy is stored. Copy both and send them to your client by email or any channel you trust. If you need the password again, generate a new one in the project's settings.

Client access

CLIENT ACCESS

Portal linkfreeliopro.com/p/your-project-link Copy portal linkPassword · shown onceabc123xy Copy passwordCopy it now: it won’t be shown again. You can generate a new one in settings.
02

Your client signs in

When clients open the link, they enter the password you shared and confirm they are 18 or older and accept the Terms and Privacy Policy. Only people with the password can see the project.

Portal sign-in
A PRIVATE SPACE FOR YOUR PROJECT

The work,
in one
good place.

POWERED BY FREELIOPRO
YOUR CLIENT PORTAL

Brand refresh

Enter the password your freelancer shared with you.

Portal passwordI confirm I’m at least 18 and agree to the Terms and Privacy Policy.Open the portal
03

What your client sees first

The portal has four sections: Project, Timeline, Messages and Invoices. The Project page opens with what needs your client right now, then where the work stands, what's next and how many invoices are waiting. Below that sit the project description and the latest items.

Project page
JJane SmithBrand designerProjectTimelineMessagesInvoices1
YOUR PROJECT

Brand refresh

2 items are ready for a fresh pair of eyes.

Review the latest work
WHERE WE AREDesignStep 2 of 4
WHAT’S NEXTA moment for review2 items waiting for your feedback
INVOICES1 to reviewDay 14 of the project
04

The timeline

The Timeline page lists every step of the project in order, each with its items and what each item needs. This is where your client spends most of their time: they open an item to see it full size, then approve it or ask for changes. When several items are waiting, they can approve them together.

Timeline page
JJane SmithBrand designerProjectTimelineMessagesInvoices1
02DesignIn progress
  • Homepage mockupApprovedView item
  • Dashboard wireframeWaiting for your reviewReview item
  • Icon setChanges requestedView item
05

Clients can download everything at once

Rather than saving deliverables one file at a time, your client can take the whole project in a single click. Download all appears on the Project and Timeline pages and packages every uploaded file in the project into one ZIP.

The ZIP is built in your client's own browser and saved straight to their computer, so there is no waiting for a server and no email size limit. Files are named after the items they came from, so the ZIP arrives organised.

Only files uploaded to FreelioPro are included. Items that are external links point at storage you control elsewhere, so your client follows those links as usual.

Download all
Save a copy of your files14 files · 128 MB. Download them as a single ZIP. Download all
06

Feedback and approval

Clients approve an item with one click, or request changes with a note, an optional link and, if you allow them, up to three screenshots. When a client gives feedback, you get a notification on your Notifications page.

Clients request changes, you answer with a new version, and they review again. Each request stays in the item's history, so nothing falls through the cracks. Approved work is final and is never replaced. Before a client attaches screenshots, the portal tells them whether those are kept, and whether earlier versions are.

What each item can be
Waiting for reviewChanges requestedApproved
07

Messages

Each project has one conversation between you and your client. Your client finds it under Messages in the portal; you find it on the project's Messages tab and on your Conversations page, which gathers every project's thread with unread counts. Enter sends, Shift+Enter starts a new line, and an unsent message is kept while you move around.

Messages

Could we try the logo a little larger?

Of course. A new version is up on the timeline.

Write a message… Send message
08

Invoices

The Invoices page lists every invoice you have sent for the project, with its state and total. The Invoices tab shows how many are waiting for your client.

Invoices page
JJane SmithBrand designerProjectTimelineMessagesInvoices1
  • Invoice #INV-002Issued Mar 22 · Due Apr 22Ready to review$4,300.00
  • Invoice #INV-001Issued Mar 15 · Due Apr 15Paid$3,500.00
09

Viewing and accepting an invoice

Opening an invoice shows it in your chosen template, with its line items and total. Your client can download it as a PDF and accept it to let you know it's right. Payment itself is arranged directly between you and your client; you mark it paid when it arrives.

Invoice
Jane Smith Design

INVOICE

#INV-001

Date: Mar 15, 2026

Due: Apr 15, 2026

From

Jane Smith

jane@smithdesign.com

To

Acme Corporation

billing@acme.com

DescriptionQtyPriceTotal
Brand Strategy & Discovery1$1,500.00$1,500.00
Logo Design (3 concepts)1$2,000.00$2,000.00
Brand Guidelines Document1$800.00$800.00

Total: $4,300.00

Payment due within 30 days. Thank you for your business!