Client Portal Template Bundle

Provide professional experiences and empower your clients with a self-service portal to manage profiles, projects, and payments—all from one place.

Our Client Portal Template Bundle leverages Cognito Forms’ Guest Access feature to give your clients a single, secure portal they can return to at any time. After completing the Client Profile registration form, each client unlocks a secure space where they can update their details, initiate requests, and pay invoices, without back and forth emails. Automated notifications keep clients and staff in the loop at every step, enabling you to build stronger relationships.

With this bundle, you can:

• Auto-fill client info across every connected form with Person fields, so customers never re-enter the basics.
• Collect secure online payments and see real-time invoice status inside Cognito Forms.
• Accept change orders or new statements of work and automatically notify the right project manager for review.
• Offer clients a simple contact form to reach out to your team while you easily keep track of each inquiry.

Workflow details

• Guest Access + Workflow Links send each client a personalized portal link they can access at any time.
• Entry Sharing lets internal staff collaborate on invoices and change orders without leaving Cognito Forms.
• Automated emails & task assignments trigger when a profile is updated, an invoice is paid, or a change order is approved.

What’s Included?

• Client Profile – Keep essential client details in one place.
• Invoice – Generate branded invoices and accept online payments.
• Change Order Form – Allow clients to request scope changes for an existing contract.
• Statement of Work – Spin up a brand-new engagement with PDFs generated with form data.
• Contact Form – Make it easy for clients to reach out with questions or support requests.

Connected form

• Employee List – Centralize key stakeholders for quick selection in every form.