Fast answers for every step of the job.
Pick a topic below or scroll through the categories. Still stuck? Email us at hello@portlo.io and we'll reply the same business day.
Live in under 10 minutes
Most freelancers send their first portal link on the same day they sign up.
Create your account in 30 seconds — no credit card, no setup fee. Upload your logo and brand color to get your defaults set.
Add a client name, pick an access mode (public, PIN, or email-verified), and you have a live portal ready to fill.
Upload files, drop in a delivery note, attach the invoice. Everything your client needs, in one place.
Share the portal URL. Your client opens it instantly — no login, no app, no confusion.
Getting started
Account setup, first portal, and connecting payments.
Portals
Creating, sharing, branding, and managing client portals.
Files
Uploading, organizing, and sharing files with clients.
Invoices and payments
Creating invoices, collecting payments, and tracking revenue.
Proposals and contracts
Creating proposals, signing contracts, and tracking approvals.
Billing and plans
Plan limits, upgrades, billing management, and cancellation.
Security and privacy
Data handling, access control, and payment security.
Account and team
Workspace settings, branding defaults, notifications, and team access.
Can't find what you need?
We reply the same business day. Include your account email so we can look up your setup.
hello@portlo.io