Client portal & embeds
Clients ask from their own site. It lands in Intake.
Paste one snippet into your client’s admin panel, or share a hosted portal link. Their requests arrive in Intake for triage, so nothing gets lost in WhatsApp threads, and they can watch progress without a status call.
14-day free trial with every feature. No card.
How it works
- 1
Create an embed
Project settings → Embed. List the sites it may run on.
- 2
Paste the snippet
One script tag, or an iframe. Sign the user’s identity on Growth and up.
- 3
Triage
Requests land in Intake. Accept them into To Do, merge duplicates or decline with a note.
What you get
- Signed identity: requests carry the client’s real user
- Accept, merge or decline in one click
- Clients see only their own requests and the fields you allow
- Embeds refuse to load on sites you haven’t listed
No admin panel? Use the hosted portal
Every project can have a hosted client portal: clients sign in with a code, add requests and follow them through to done.
Clients stay updated by email
When a request is accepted, started, done or closed, the person who asked gets an email.
Safe by default
Embeds are rate-limited and only load on the domains you list. Client text is treated as data, never as instructions.
Client portal & embeds: questions
Do my clients need a paid seat?
No. Clients use embeds and portals for free, and can join as viewers without a seat.
How many embeds can I have?
Starter includes one, Growth ten and Business fifty. See Pricing for the full comparison.
Start your first sprint today. Lock it tomorrow.
14 days free · no card · cancel any timeSee pricing