Your clients. Your work. One shared space.
Keep files, conversations, approvals and next steps together, so you and your clients always know where things stand.
For independent professionals and small businesses.
Client slots from $15. No subscription. Explore the workspace free.
Less chasing. A clearer place for client work.
The latest file, the feedback and the next request belong together. Give each client one place to find them, instead of another search through email and chat.
Share working files and collect documents in the same client portal, up to 2 GB a file. Both sides upload, and both sides can see who shared what.
Send a proof or a document for sign-off with a due date. The client approves or asks for changes, and you can see who decided, and when.
Create an invoice with your business details and share it in the client portal. Card payment is not offered: your client pays you directly and you mark it paid.
One conversation per client, beside their files and requests. Keep questions and updates with the work.
One place
for files, messages and approvals
14 days
before an unused invite link expires
6
currencies: GBP, EUR, USD, AUD, JPY and AED
EU
where workspace data and files are hosted
Start with what you need to get done.
Collect documents
Find the latest file
Keep briefs, working files and client uploads in one workspace, with messages beside them.
Get approval
Know what is signed off
Share a draft, collect comments and record a clear approval with a due date.
Keep clients informed
Make next steps clear
Give clients a place to find messages and pending requests. The AI helper can answer questions from their portal data.
Onboard a client
Start with a shared plan
Organise the first documents and checklist, then invite your client into their own workspace.
For the work you do, at the size you are.
Your first freelance client or a growing book of business. Start with a workflow that fits.
Designers and freelancers
Give every draft a clear next step.
Share a brief, exchange drafts and collect feedback before asking for final approval.
Explore this workflowPhotographers and videographers
Keep the brief beside the feedback.
Collect reference files, share preview files and keep revision requests in the client's workspace.
Explore this workflowCoaches and tutors
Keep materials and next steps together.
Share worksheets and supporting files, exchange messages and agree what to work on next.
Explore this workflowMarketing and web businesses
Move from missing content to sign-off.
Collect copy and assets, share work for review and track the client's approval.
Explore this workflowConsultants and virtual assistants
Make each engagement easy to follow.
Collect documents, organise deliverables and keep requests and updates with the work.
Explore this workflowAccountants and professional firms
Give document requests a home.
Keep client documents, outstanding requests and messages together through the engagement.
Explore this workflowFrom your work to a shared workspace.
Start small with one client workflow. You can explore your workspace before purchasing client slots.
- Step 1
Tell us about your work
Name your workspace and answer a few questions about the service you provide.
- Step 2
Make the workspace yours
The setup assistant drafts a welcome message, an onboarding checklist and reply templates. Keep what fits your work.
- Step 3
Invite your first client
They click the link in their email and they are in. No password to set up.
Pay for the clients you onboard. Nothing else.
Slots are one-off purchases. Three clients for $15, a hundred for $300.
Questions people ask before they sign up.
What is ClientNest365?
A shared client workspace for independent professionals and small businesses. Keep files, conversations, approvals and next steps together, so you and your clients can find what they need.
How does ClientNest365 work?
Create an account, name your workspace and choose the kind of work you do. Explore files, messages, approvals, invoices and deadlines. With client slots, you invite clients by email and they open their private portal from a link, without creating a password.
What do I need to get started?
An email address is enough to explore a workspace or try the public demo. Inviting live clients needs client slots. The smallest pack is $15 for three clients.
Is there a free trial?
You can explore a workspace without buying anything, and there is no time limit. The public demo shows a sample client portal. A new workspace has no client slots, so inviting live clients needs a slot pack.
How is ClientNest365 different from SuiteDash or HoneyBook?
ClientNest365 sells one-off client slot packs instead of a subscription. Slots cover clients; storage and branding are separate one-off add-ons. Try the public demo to compare the client side before you choose.
Explore first
Start with a workspace.
Create an account to explore the workspace, or open the sample client tour without signing up. Client slot packs are one-off purchases, with no subscription. Questions about getting started? Contact hello@clientnest365.com.
Connections are encrypted, and workspace data is hosted in the EU.
Give your next client a shared space.
Sign up free to explore. Client slot packs start at $15, paid once.
*Slot pack for 3 clients, $15, paid once. Nothing renews.