Client portal
A client portal for requests and retainer tracking.
Invite a client to a project and they arrive in the right place. They can follow requests and the retainer balance without learning how your internal delivery process works.
Example Agency
Flaine project
Current retainer
7 h
remaining out of 25 h
Open tickets
3
including 1 waiting for client
Access
Invite clients directly to their project
A team member sends an email invitation from the project. The client accepts it, creates access and lands on that project.
Clients can access only the projects they are invited to. Other projects and internal agency notes remain inaccessible.
Project membership
Each client only sees the projects they have joined.
Scoped mentions
Mention suggestions stay inside the current project.
Separate notes
Internal service-team notes never enter the client view.
Everyday use
Requests and remaining hours in the same place
Clients can create a ticket, attach context, reply to comments and follow the status. On the same project, they can read used and remaining retainer hours.
An online summary avoids sending a new spreadsheet after every intervention. The address stays the same while the figures follow the time logged by the team.
Custom domain
Use your domain with the Réseau plan
The Réseau plan includes a custom portal domain, emails sent from your domain and removal of the Tolus notice.
Our team completes the setup within 15 days of subscription.
Make the right choice
For working with several client contacts
Tolus is a good fit if
- Clients need to submit requests and follow their progress.
- You want to share a balance without exposing internal notes.
- You serve several clients and need strict separation between them.
These needs require an additional tool
- You need a public support portal or a community knowledge base.
- You require a native mobile application.
- You want to store client passwords and infrastructure credentials.
Frequently asked questions
What to check before you choose
Does a client need a paid seat?
No. Invited clients are free and unlimited on every Tolus plan.
Can a client see every agency project?
No. A client only sees projects to which they have been invited.
Can the portal use our domain?
Yes. The Réseau plan includes setup by our team within 15 days of subscription.
Give your next client a shared workspace
Invite them to a project to discuss requests and share the retainer balance. Invited clients are free on every plan.