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Client portals AI tools for agencies

10 client portals tools agencies ask us about. Each card shows what the tool is for, the vendor's lowest listed starting price with the date we checked it, and a link to the vendor's pricing page. We haven't published a verdict on any of them yet, so each shows “Not reviewed yet”. Prices checked on 18 Oct 2026.

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Client portals: 10 tools

Assembly
Client portal, CRM and app builder for firms (formerly Copilot).
Client portals · Free plan for first clients (checked 18 Oct 2026) pricing for Assembly
Not reviewed yet
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Bonsai
Business management for client work, projects and billing.
Client portals · Basic $9/user/month billed annually (checked 18 Oct 2026) pricing for Bonsai
Not reviewed yet
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Clinked
Branded client portal and collaboration.
Client portals · Start Up $8.80/user/mo (Yearly -20% selected) (checked 18 Oct 2026) pricing for Clinked
Not reviewed yet
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Content Snare
Collects information and files from clients.
Client portals · $35 USD/month billed annually (checked 18 Oct 2026) pricing for Content Snare
Not reviewed yet
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Dubsado
Client management for proposals, contracts and invoices.
Client portals · Starter $35/mo monthly; $335/yr annual (checked 18 Oct 2026) pricing for Dubsado
Not reviewed yet
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HoneyBook
Client relationship platform for proposals, contracts and payments.
Client portals · Starter $29/month billed yearly (checked 18 Oct 2026) pricing for HoneyBook
Not reviewed yet
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ManyRequests
Client portal for agencies and productized services.
Client portals · Core $59/mo (1 seat), billing period not stated (checked 18 Oct 2026) pricing for ManyRequests
Not reviewed yet
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Moxo
Client-facing workflow and portal platform.
Client portals · Price not listed yet pricing for Moxo
Not reviewed yet
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Plutio
Business app with projects, proposals, invoices and client portal.
Client portals · Core $19/month, billing period not stated (checked 18 Oct 2026) pricing for Plutio
Not reviewed yet
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SuiteDash
White-label client portal and business software.
Client portals · Start $19/mo, not per user, billing period not stated (checked 18 Oct 2026) pricing for SuiteDash
Not reviewed yet
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Prices are the vendor's listed starting price on the date shown; check the vendor's page before you buy. Verdicts link to the public page that made the call.

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