Set Up Your Professional Client Portal in 5 Minutes
One of the biggest reasons freelancers put off getting a client portal is the assumption that it'll take forever to set up. They imagine hours of configuration, data migration headaches, and a steep learning curve. With Romjee, the reality is dramatically different. You can go from zero to a fully branded, professional client portal in under five minutes. Here's exactly how.
Step 1: Create Your Account (30 seconds)
Head to romjee.ai/signup and enter your name, email, and password. That's it — no credit card required, no lengthy questionnaire. You'll land on your dashboard immediately.
The free plan gives you up to 2 clients and 1 GB of storage, which is plenty to get started and see if Romjee is right for you.
Step 2: Set Up Your Brand (60 seconds)
Navigate to Settings → Branding. Here you'll upload your logo, pick your brand colors (or enter a hex code), and add your business name. Romjee automatically applies these to your client portal, invoices, proposals, and emails.
If you're on the Studio plan, you can also connect a custom domain (e.g., portal.yourbrand.com) for full white-label branding. But even on the free plan, your portal looks polished and professional.
Step 3: Configure Your Services (60 seconds)
Go to Settings → Services and add the services you offer. For example: "Brand Identity Design — $3,000" or "Wedding Photography — $2,500." These will populate your proposals and invoices, saving you from typing the same things over and over.
You can also set default payment terms here (Net 14, Net 30, Due on Receipt) that automatically apply to every invoice.
Step 4: Add Your First Client (60 seconds)
Click "New Client" from the dashboard. Enter their name, email, and company. Romjee creates their portal instantly. You can optionally send them a welcome email with their login link right away, or wait until you've set up a project.
The client receives a magic link — no password to remember. They click, they're in. Zero friction.
Step 5: Create Your First Project (60 seconds)
Inside the client's profile, click "New Project." Give it a name, add a description, and set a timeline. You can immediately start uploading files, creating invoices, or sending messages — all tied to this project.
Your client will see the project in their portal with a clean timeline view: what's in progress, what's waiting on their approval, and what's been delivered.
Before & After
Before Romjee:
- Client emails: "Hey, where's that file you mentioned?"
- You dig through Gmail for 10 minutes
- Find it, forward it, cc the wrong person
- Client emails back: "Can you also send the invoice?"
- You open QuickBooks, create an invoice, export as PDF, attach to email
- Client: "Do you have the contract too?"
- You: (screams internally)
After Romjee:
- Client logs into their portal
- Sees project timeline, files, invoices, and messages — all in one place
- Clicks "Pay" on the invoice, pays in 10 seconds
- Leaves feedback on the latest file
- Books their next meeting on your calendar
- You: (does actual creative work instead of admin)
What Your Clients See
This is the part that matters most. Your client's portal is clean, branded, and intuitive. They see:
- Dashboard: Overview of active projects, pending invoices, and recent messages
- Projects: Timeline view with milestones, deliverables, and status updates
- Files: All shared files organized by project, with version history and approval status
- Invoices: Clear breakdown with one-click payment
- Messages: Threaded conversations tied to projects
It looks like you hired a developer to build a custom portal. In reality, it took you 5 minutes.
What's Next?
Once you've set up your first client, explore the other features at your own pace: AI proposals, e-signatures, scheduling, and automated reminders. Each one adds another layer of professionalism to your business — without adding complexity.
The hardest part is starting. The signup takes 30 seconds. The setup takes 5 minutes. The impact on your business? That lasts forever.