Help center
How can we help?
Step-by-step guides for setting up Clientwharf, working with clients and managing your subscription.
Getting started
Set up your workspace, invite clients and bring in your team.
- Getting started with ClientwharfCreate your workspace, add your first client, share a project and invite your team during the 14-day free trial.Read guide
- Inviting clients to their portalAdd a client, invite their contacts by email and understand how magic-link sign-in and portal access work.Read guide
- Team members and rolesInvite teammates to your workspace, choose the right role for each person and remove access when someone leaves.Read guide
Projects and delivery
Share files, collect approvals and requests, and keep clients updated.
- Projects, files and versionsCreate projects for each client, upload and organize files in folders, publish new versions and share downloads securely.Read guide
- Requesting and recording approvalsAsk clients to approve a file or deliverable, see who approved which version and when, and export the approval record.Read guide
- Requests: collecting what you needUse requests to ask clients for files, content and information, track what is outstanding and send reminders automatically.Read guide
- Updates timeline and commentsPost progress updates your clients can follow, and keep feedback attached to the right approval, request or update.Read guide
Workspace settings
Branding, documents and email notifications.
- Branding your client portalsAdd your logo, accent color and welcome message to client portals, and set up a custom subdomain or custom domain.Read guide
- Creating quote and invoice documentsCreate branded quote and invoice PDFs, share them in the client portal and track their status. Clientwharf doesn't process payments.Read guide
- Email notifications and digestsChoose which Clientwharf emails you receive, switch to a daily digest, and understand what your clients are notified about.Read guide
Billing and plans
Your trial, subscriptions, cancellation and refunds.
- Billing, plans and your free trialHow the 14-day trial works, how to choose a plan, what Paddle handles, and how plan limits and renewals work.Read guide
- Canceling your subscriptionCancel any time from the billing page. You keep access until the end of the paid period, then the workspace becomes read-only.Read guide
- Requesting a refundHow the 30-day money-back guarantee and renewal refunds work, and how to request a refund through Paddle or Clientwharf support.Read guide
Account and data
Security, two-factor authentication, data export and deletion.
- Account security and two-factor loginProtect your Clientwharf account with a strong password and two-factor authentication, and learn how client sign-in works.Read guide
- Exporting your workspace dataDownload all your files plus a JSON and CSV copy of your projects, approvals and comments, at any time and on any plan.Read guide
- Deleting your account or workspaceHow to delete your Clientwharf account and workspace, what is removed, and what to do first so you do not lose anything.Read guide