🏛️
Branded Portal Workspace
Your logo, your colours, your portal name — on a portal hosted at portal.gathermonk.com. Available on every paid plan.
CLIENT PORTAL
One Branded Workspace. Every Request. One Login.
GatherMonk Client Portal gives every client a permanent, branded workspace where they log in with one click and see all the document requests you have ever sent them — in one organised place. No passwords. No lost links. No "can you resend that?"
How it connects: You send a Request to collect documents from a client. The Client Portal is where that client logs in to see every Request you've sent them — all in one place, alongside your guides and help pages.
Passwordless login
Your branding
All requests in one place
Instruction/Help pages
Portal analytics
✓ 14-day free trial
✓ No credit card
✓ Set up in 10 minutes
25+
industries
served
served
∞
clients per portal
(Professional+)
(Professional+)
0
passwords for
your clients
your clients
10 min
average setup
to first portal live
to first portal live
HOW REQUESTS AND CLIENT PORTAL WORK TOGETHER
GatherMonk works in two layers. Requests are the individual collection tasks you send to clients — each one has a deadline, automated reminders, and a field-by-field approval workflow. The Client Portal is the branded workspace where clients log in once and see every Request you have ever sent them, alongside your instruction pages — all in one organised place. Every Request you send is linked to their portal automatically, with no manual work on your side.
Learn more about GatherMonk Requests →
SOUND FAMILIAR?
Your Clients Are Searching Through Emails to Find the Right Link — Again
YOUR BRANDING
A Portal That Looks Like You, Not Like Us
Your clients land on a portal with your logo, your colours, and your name — not GatherMonk's. The portal is hosted at portal.gathermonk.com/your-company. Branding customisation is available on every paid plan and takes under five minutes to set up.
- Upload your company logo — applied throughout the portal
- Custom colour scheme matching your brand
- Your company name and portal name visible on every screen
- Embeddable on your website — clients never leave your domain
🔑
Check your email
We sent a 6-digit code to sarah@acmecorp.com
7
4
_
_
_
_
Verify & Enter Portal
Code expires in 10 minutes · No password needed
PASSWORDLESS LOGIN
Clients Never Ask "What Was My Password?"
Every time a client wants to access their portal, they type their email and receive a one-time passcode — no password to remember, no account to create, no app to download. It works on every device, every time. Your clients stay out of your inbox.
- OTP (one-time passcode) sent to email — expires in 10 minutes
- Works on any device: desktop, tablet, or mobile browser
- No account creation required — clients access immediately
- Secure: each session uses a fresh authentication token
💡 Teams report a significant drop in "can you resend the link?" support requests after switching to Client Portal.
ALL REQUESTS IN ONE PLACE
Every Request You've Sent — Visible in One Dashboard
The moment you send a Request through GatherMonk, it appears inside the client's portal automatically — no manual linking, no copy-pasting. Clients see exactly what's outstanding, what's in review, and what's already done. No more hunting through email threads to find a submission link.
- Every Request appears in the portal the moment it's sent
- Status visible at a glance: Not started · Pending · In review · Complete
- Progress bar shows overall completion across all active requests
- Clients can resume a partially completed request exactly where they left off
INSTRUCTION / HELP PAGES
Publish Guides Inside the Portal — Clients Self-Serve
Publish rich-text instruction pages directly inside each portal — step-by-step guides, accepted file format lists, process overviews, anything that helps clients understand what to do next. Clients find them alongside their requests without needing to contact you.
- Rich-text editor: headings, paragraphs, images, and file attachments
- Pages live inside the portal — clients find them without leaving
- Edit and update at any time; changes appear immediately
- Professional plan: up to 10 pages per portal. Business: unlimited.
PORTAL ANALYTICS
Understand How Clients Engage With Your Portal
Portal Analytics (Professional and Business plans) shows you how clients interact with their workspace — which pages they visit most, how long they spend, and where they drop off. Use it to improve your instruction pages and guide clients more effectively.
- Page views and session counts per portal
- Most-visited instruction pages — see what clients need most
- Activity timeline — track engagement over time
HOW IT WORKS
Your Client Portal Is Live in 5 Steps
From creating a portal to your first client logging in — the whole setup takes under 10 minutes.
1
Create & Brand Your Portal
Name the portal, upload your logo, set your brand colour. Ready in minutes — no developer needed.
2
Map Requests & Forms
Browse your existing Requests and Forms, then map them to this portal. Clients will see them all when they log in.
3
Add Instruction / Help Pages
Publish guides and help articles inside the portal so clients know exactly what to do when they log in.
4
Invite Clients or Import in Bulk
Add clients one by one by email, or bulk-import contacts via CSV. Each client receives a branded invite with their portal link.
5
Client Logs In — Done
One-click OTP login. Clients see all their requests, your guides, and their progress — in one branded place.
✓Clients never create an account
✓Every Request appears automatically — no manual linking
✓Embed the portal on your own website
EVERYTHING INCLUDED
All Client Portal Features
Every feature below is included on Professional and Business plans. No hidden extras.
🔑
Passwordless OTP Login
Clients log in with a one-time passcode sent to their email. No passwords, no accounts, no friction — on any device.
📤
All Requests in One Dashboard
Every Request you send appears inside the client's portal automatically. Clients see status, progress, and what's still outstanding at a glance.
📚
Instruction / Help Pages
Publish rich-text guide pages inside the portal — onboarding instructions, process explanations, file format guides. Up to 10 on Professional; unlimited on Business.
📊
Portal Analytics
See how clients engage with your portal — page views, session counts, most-visited help pages. Available on Professional and Business. (Not on Starter.)
🌐
Embeddable Portal
Embed the portal on any page of your website using a standard snippet. Clients access their workspace without ever leaving your domain.
THE IMPACT
What Changes When Clients Have One Place to Go
Based on teams using GatherMonk Client Portal to replace scattered email links.
0
"Can you resend the link?" emails per week — after portal setup
1
Login for clients — to see every request you've ever sent them
10 min
Average setup time from creating portal to first client invite sent
∞
Clients per portal on Professional and Business — no caps, no per-client fees
WHO USES CLIENT PORTALS
Which Teams Set Up Client Portals?
Any team managing ongoing relationships where clients repeatedly need to submit documents, access guides, or track their own progress.
⚖️
Law Firms & Legal Teams
One KYC portal per client — all their identity documents, signed agreements, and ongoing compliance requests in one permanent workspace.
🧮
Accountants & Bookkeepers
One portal per client — tax season documents, bank statements, signed authorisations. No more "which folder do I upload to?"
✏️
Agencies & Consultants
One branded portal per client — project briefs, creative approvals, brand assets. Professional from day one of every engagement.
🏥
Healthcare & Clinics
One portal per patient — intake forms, consent documents, insurance details. Secure, passwordless, and easy for any age group.
🎪
Events & Conferences
Speaker Hub, Exhibitor Hub, Sponsor Hub — each a separate branded portal. All documents collected in one organised workspace per audience.
🏦
Finance & Mortgage
One portal per borrower — payslips, bank statements, identification, signed declarations. Clients complete everything without confusion.
COMMON QUESTIONS
Questions About GatherMonk Client Portal
What is a GatherMonk Client Portal? +
A Client Portal is a permanent, branded workspace your clients log into to see all their outstanding Requests, instruction guides, and tasks in one organised place. Think of it as the long-term home for your client relationship — instead of sending a new link for every request, clients have one login that shows everything.
How does the Client Portal connect to Requests? +
Requests are the individual collection tasks you send — each with a deadline and automated reminders. The Client Portal is where clients log in to see all their Requests in one place. Every Request you send appears inside the client's portal automatically — no double entry, no manual linking required.
Do my clients need a password to log in? +
No. Clients log in with a one-time passcode (OTP) sent to their email — no password to set or remember, no account to create. Works on any device. Each OTP expires in 10 minutes and is single-use for security.
How many Client Portals can I create? +
Starter: 1 portal. Professional: 3 portals. Business: unlimited portals. All managed from one admin login. If you need 500+ portals per month, contact us about a custom plan.
Is the Client Portal GDPR compliant? +
Yes. All data is hosted on AWS, encrypted at rest (AES-256) and in transit (TLS). Fully GDPR compliant. Each client sees only their own documents and requests — no cross-client data exposure. A Data Processing Agreement is available on request.
Can I embed the portal on my website? +
Yes. The portal can be embedded on any website page using a standard iframe snippet. Your clients access their workspace without leaving your website. Available on Professional and Business plans.
GET STARTED
Give Every Client One Place to Go
Set up your first branded portal in under 10 minutes. Your clients log in once and see everything you've ever sent them.
✓14-day free trial
✓No credit card required
✓GDPR compliant
✓Cancel anytime
Want to understand how Requests and Client Portal work together? Learn about GatherMonk Requests →