Invite the people you work with
Invite client contacts into a portal with email-link sign-in. Clients do not need an internal Neevio team account to use the portal.
Client portal
NeevioClient portal. One shared place for the work.
One link for each client: progress, files, messages, change approvals and invoices. Clients sign in from an email link, with no password to remember.
One link for everything your client needs. Updates, approvals and invoices in one place.
Keep updates and decisions together
Clients can find project information, shared files and message threads in one place. Change requests give additional work a clear approval step.
Make the next payment step clear
Clients review invoices, download PDFs and pay online when your workspace has a payment gateway such as Razorpay connected.
Client portal capabilities
Updates, approvals and invoices in one place.
Invite the people you work with
Clients get in with one click from their inbox and see only the projects you share with them.
Keep updates and decisions together
Fewer status calls, and no hunting through email threads for the latest file or a missing approval.
Make the next payment step clear
Clients see the invoice, download the PDF and pay online when a gateway is connected, so collection starts the day you issue it.
Connect with scope management
Turn the signed SOW into a locked baseline. Scope Guard flags work outside it, and the client approves the price before your team starts.
How it works
Connect the client to the project.
Make the next client action clear. Connect the client to the project.
01
Contact invitations
Invite the client contacts who need access to their engagement.
02
Email-link access
Clients sign in through email links rather than joining your internal team workspace.
03
Client-scoped project visibility
Portal access is checked against the contact and the projects shared with that client.
04
Projects and shared files
Give the client a place to find the project information and files you share.
Frequently asked questions
No. Clients sign in from an email link. They never need a password or a seat in your workspace.
No. Each client contact sees only the projects, files and invoices you share with them.
Yes, when your workspace has a payment gateway such as Razorpay connected. Clients can pay by UPI, card or net banking.
Keep the delivery picture connected.
Connect the request, the agreement and the delivery.
Scope management
Lock the SOW as a scope baseline, flag work outside it with Scope Guard and send priced change requests for client approval in Neevio.
Explore scope management →Invoicing
Create GST invoices from tracked hours in Neevio, with UPI details, Razorpay payments, reminders and a Tally export, connected to the project.
Explore invoicing →For agencies
Run agency delivery in Neevio: client requests, agreed scope, projects, time, invoices and profitability in one connected workspace.
Explore for agencies →Task management
Organize tasks, priorities, dependencies and project discussions in Neevio. Use list, board and timeline views to keep delivery moving.
Explore task management →Project planning
Plan projects with epics, sprints, estimates and Gantt timelines in Neevio. Connect delivery plans to task ownership and dependencies.
Explore project planning →Intake
Review incoming project requests in Neevio. Accept, decline or mark duplicates before requests join your team’s planned work.
Explore intake →Time tracking
Track task time, review weekly timesheets and connect billable hours to invoicing and project costs in Neevio.
Explore time tracking →Profitability
See project revenue, the cost of logged hours, budgets and unbilled work in Neevio, and fix a losing project while it is still running.
Explore profitability →