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Client portal for professional services

A client portal for professional services firms

Your clients log in to see their remaining hours, time entries and invoices, pay online and buy more hours.

Accounting practicesLegal support firmsConsultanciesArchitecture firmsIT consultancies
The problem

Clients keep asking how many hours they have left

Firms that sell hours get this question by email every month. Someone on the team looks up the time, adds it up and replies. The portal shows the client the same number, with the entries and invoices behind it, at any time.

The portal does not handle e-signatures or tax documents, and clients cannot edit or approve time.

How it works

How the client portal works

What your client sees

Remaining hours

The number of hours left, a bar showing hours used, left and expired, and each block of hours with its expiry date.

Time entries

A timesheet for any date range, by project, with a CSV export. Billable work only.

Invoices and statements

Every invoice with its status and what is outstanding, the PDF, payments and credit notes. Statements of hours, if you turn them on.

Messages and files

One conversation with your team. The files you share and the ones they upload, on Unlimited.

What clients do not see

Rates, costs, running timers, non-billable time, projects you hide, your internal notes and your other clients. The full list.

What clients can do on their own

Pay invoices

Stripe's payment page opens. They pay by card or bank debit, whichever your Stripe account offers.

Buy more hours

Each purchase creates an invoice. The hours are added when the payment clears.

Change their plan

Subscribe to a retainer plan, change it or cancel it. A smaller plan starts at renewal, and you're emailed when a client cancels or moves down.

Send messages and files

Messages with attachments up to 20 MB, and files up to 50 MB each. Your team is emailed.

Payments

Payments go to your own Stripe account. Timebun takes no fee; Stripe's own fees apply. Clients enter card details on Stripe's page, so you never see card numbers.

Low-hours alerts

When the alert is sent

When a client's balance falls to the level you set: 5 hours by default, adjustable per client, or 0 to turn alerts off. It is sent once each time the balance drops below that level.

Who receives it

Everyone at the client with a portal login, and their invoice recipients. The email has a Buy hours button that opens the portal. Your Owner and Admins receive a separate notification.

When the balance reaches zero

New work is billed as overage on the next invoice. How the warning works.

Settings

What you control

Which projects show

All projects are visible by default. Hide a project and its entries and files are removed from the portal. Its time still counts against the client's hours and appears on statements.

What is on sale

Clients see only the bundles and plans you publish in their currency. Clients set to Hourly only get no Buy hours page.

The warning level

For the whole workspace and for each client.

Messaging

Turn it off and Messages leaves every portal. Choose who hears about each client's messages.

Files

Every file you upload stays internal until you share it. Each file keeps a log of who downloaded it and when.

Access

Deactivate any client login. Use View as to see the portal exactly as one client sees it.

Access and pricing

Access, branding and pricing

Client access

You invite each person from the client's People tab; clients cannot sign themselves up. Invitations are valid for 14 days. Client logins do not use a seat on your plan. Everyone you invite can pay and buy hours, so invite the people responsible for spending. How to invite.

Included in every plan

The portal, messaging and hour purchases are included in Starter, at $15 per seat per month.

Branding on Unlimited

Unlimited costs $199 per month for any number of people. It adds your logo and colors to the portal and its emails, and a portal address such as yourfirm.timebun.com, which we set up for you. Client files are included in Unlimited.

Custom domain

The Custom domain & email add-on costs $99 per month and puts the portal at an address such as portal.yourfirm.com. Sending invoices and reminders from your own email address is coming soon to this add-on. Branding, step by step.

Customer

Lev Legal

“We can finally sell retainers and packs of hours — and our clients can see exactly where they stand.”
Julia Lewis
Julia Lewis
Founder, Lev Legal
Guides

Guides on client hours and billing

FAQ

Frequently asked questions

Can clients sign documents in Timebun's portal?+

No. There is no e-signature, no tax organizer and no document checklist. On Unlimited, clients can open, download and upload files.

Can clients sign themselves up?+

No. You invite each person, and the link works for 14 days.

Do client logins cost extra?+

No. Clients never take a seat, however many you invite.

Can clients see my rates or a running timer?+

No. They see finished, billable time on the projects you show them, without rates. Amounts appear only on invoices.

Will my clients see Timebun's name?+

Yes. The portal shows a small "Powered by Timebun" line. Emails come from "Timebun" on Starter. On Unlimited with your own address, they come from "Your Firm via Timebun", with your logo. The sending address is Timebun's for now; sending from your own address is coming soon with the Custom domain & email add-on.

Does the portal work on a phone?+

Yes. Clients can add it to their home screen and get a notification when your team replies.

Free for 14 days

Try the client portal free for 14 days.

The trial includes every Unlimited feature and needs no credit card. Connect your Stripe account, invite a client and use View as to see the portal as they see it.