Clientwharf

Changelog

What's new in Clientwharf

Every release is listed here, newest first. For work that has not shipped yet, see the roadmap.

  1. Launch

    Clientwharf launches

    The first public version of Clientwharf: a private, branded portal for each of your clients, with a 14-day free trial that needs no card.

    Workspaces and team

    • Workspaces for your business, with team members in Owner, Admin and Member roles.
    • Roles and permissions on Agency plans and above. See team and permissions.
    • Email and password or magic link sign-in, email verification and optional two-factor authentication with an authenticator app.

    Clients and portals

    • A private portal for every client. Client contacts sign in with a magic link and only see their own projects. See client portals.
    • Team members can preview a client's portal as the client sees it.

    Projects and delivery

    • Projects per client with status, start and due dates and a short description.
    • File uploads with drag and drop, large files uploaded in parts, folders, versions and in-browser previews for images and PDFs. Downloads use short-lived signed links. See file delivery.
    • Approvals on files and deliverables, with a permanent record of who decided, on which version and when, exportable as a PDF. See approvals.
    • A requests checklist for things you need from the client, with file attachments and reminders for overdue requests. Request forms on Agency plans and above. See requests.
    • An updates timeline for each project and comments on approvals, requests and updates. See updates.

    Branding and documents

    • Your logo, accent color and a welcome message on client portals on Freelancer Pro and above, a custom portal subdomain on Studio and above, and a custom domain on Agency Plus and above. See branding.
    • Quote and invoice documents as branded PDFs, shared in the portal with a status you set yourself. Clientwharf doesn't process payments. See quotes and invoices.

    Notifications, billing and data

    • Email notifications for updates, approvals, comments, requests and shared files, with per-person settings for instant, daily digest or off.
    • Six plans with monthly and yearly billing through Paddle. See pricing.
    • Workspace data export for owners and admins: all files plus JSON and CSV copies of projects, approvals and comments.
    • A read-only data export API on the Scale plan.
    • Activity log for Agency Plus and Scale. Audit events are recorded on every plan.