Built for agencies and consultants · Stripe-ready · SOC2-style controls

A client portal your customers actually use.

FlowPilot combines project updates, approvals, invoices, and scheduling into a single link. Less chasing. Faster payment. Cleaner communication.

Time-to-value

1 day

Deploy with templates + onboarding.

Collections

+23%

Automated reminders + pay links.

Support

24/7

Status page + in-app help.

Live preview

Encrypted

Acme Design Co.

In review

Homepage refresh — round 2

Next action

Approve hero copy

Two variations ready. Pick one and we ship.

Invoice

#2187 — $1,200

Auto-reminder scheduled in 48h.

Meeting

Kickoff — Thu 2:00 PM

Zoom link included. Notes auto-sent after.

This is a UI demo. No backend required for this landing page.

FEATURES

Everything a modern client expects.

These are the exact bullets Upwork clients ask for: portal, invoices, approvals, scheduling, reminders.

What this replaces

Long email threads

“Can you resend the invoice?” messages

Approval bottlenecks

Client portal

One link with updates, files, tasks, and next steps.

Invoices + pay links

Send invoices and collect faster with smart reminders.

Approvals

Approve copy, designs, and deliverables in one click.

Scheduling

Share availability, book calls, and send auto-followups.

USE CASES

The “Upwork common” stack.

This theme matches what clients request: portal + invoices + scheduling. Works for agencies, freelancers, coaches, accountants, and lawyers.

Agency

Approvals + delivery

Stop chasing approvals on email.

Consultant

Invoices + reminders

Make payments feel effortless.

Coach

Scheduling + notes

Sessions, recaps, and next steps.

Accounting

Files + timeline

Monthly tasks clients can track.

PRICING

Simple plans. Clear limits.

Pricing toggles are another Upwork staple. This is a front-end demo (no billing logic).

Billing

SECURITY

Sell trust. Reduce objections.

Security is requested constantly. Even in MVP, show encryption, access control, and audit trails.

Encryption in transit

TLS everywhere. Tokenized links for clients.

Role-based access

Admin, team, and client permissions out of the box.

Audit trails

Track approvals and changes with timestamps.

Backups

Daily backups and disaster recovery procedures.

DEMO

Book a demo in 30 seconds.

This form is front-end only. It validates inputs and shows a success state.

We’ll reply with a calendar link

Get a trial workspace for your team

See a client portal in action

Front-end demo form only. Hook it up to your backend later.

FAQ

Common questions

A small FAQ section is a conversion booster.