When you invite a client to Hubflo, they step into your fully branded portal. Clients gain access to the portal once they are invited to at least one workspace.
Explore the client experience firsthand. Click through our interactive demo below to see what your clients see:
Clients access your portal via your custom domain or your dedicated Hubflo subdomain (yourcompany.hubflo.com), learn more in Set Up Your Custom Domain.
You can customize this page with a company logo, cover banner, and welcome text. Depending on your configuration in Settings > Authentication & SSO, clients can authenticate via:
Google SSO
Magic link (sent directly to their inbox)
Email & password
Clients stay logged in for 90 days. If self-signup is enabled, clients can register and will see the portal without any folders, tasks, etc.
A global knowledge base visible to all of your clients. It houses evergreen content, FAQs, general onboarding guides, and shared company documents in one centralized place.
Private, dedicated spaces created for a specific client or project where their materials are housed. If a client is invited to multiple workspaces or projects, they can switch between them seamlessly inside their portal navigation.
Inside a workspace, clients can access:
Chatroom: A dedicated direct messaging space with your team.
Shared Files & Folders: Organized assets, deliverables, notes, and links.
Embedded External Apps: Native views of external tools like Calendly booking calendars, Google Sheets, Loom videos, or Notion docs.
Tasks (Dynamic Visibility): To keep the UI clean, the Tasks section only appears if you create tasks in that workspace. If no tasks are assigned, the section stays completely hidden from the client.
Flows guide clients through structured, multi-step processes (like client onboarding or file collection). Clients using your portal can access all active and completed flows directly from the Flows tab.
The client experience in a Flow:
Welcome screen: Displays your custom introduction and outlines the total steps waiting for them.
One step at a time: Clients focus on the current task with a clear progress bar. The sidebar lists upcoming steps and completed milestones.
Clients can complete forms directly in the portal. You can also pin frequently used forms (such as support requests or scope change forms) so they are always accessible on the client home page.
Clients review, fill out, and e-sign legal documents directly inside the portal interface.
Centralized ledger where clients review proposals, open itemized invoices, and complete payments online (if enabled).
Clients stay informed about their pending items via automated emails (and push notifications if they use the mobile app):
When a new step in a Flow opens for them
Automated reminders for pending steps (up to 3, depending on deadline settings)
Automated reminders for unsigned Smartdocs (up to 2)
Flow completion confirmations
Learn more about notifications in How Notifications Work.
