Client Portal for Freelancers in Switzerland

As a freelancer, you're constantly communicating with clients: sending proposals, getting contracts signed, sending invoices, sharing files, updating project status. Without a central system, everything is scattered across emails, cloud folders and various tools. A professional client portal brings everything together in one place — and takes your business to the next level.

What is a client portal?

A client portal is a protected online area where your clients can find all relevant information about their collaboration with you. Instead of sending documents back and forth by email, your clients have central access to proposals, contracts, invoices, files and the current project status.

For your clients, this means less searching and more transparency. For you, it means fewer follow-up questions, fewer emails and a much more professional appearance. A client portal shows your clients: this is someone who works in an organised and reliable way.

Why a client portal changes your business

First impressions matter — and they don't just happen at the initial meeting. Every touchpoint with your client shapes the perception of your work. If you send invoices as loose PDF attachments and send contracts back and forth by email, it looks less professional than a dedicated client portal with your branding.

A client portal builds trust. Your client can see the current status at any time — which invoices are open, which contracts have been signed, which files have been shared. This reduces uncertainty and the typical “what's the current status” enquiries that cost you valuable time.

Especially with larger projects or when you're working with multiple clients simultaneously, a client portal becomes the crucial organisational tool. You keep the overview, your client feels well taken care of — a win-win situation.

What Mappli offers as a client portal

In Mappli, each of your clients automatically gets access to their own portal. There, your client will find:

• Invoices: All invoices at a glance, including Swiss QR code for direct payment. Open and paid invoices clearly separated.
• Contracts: View contracts and sign them directly in the portal with eIDAS-compliant e-signatures — no printing, no scanning.
• Files: Share documents, drafts and deliverables securely. No more searching through email attachments.
• Project status: Your client sees where the project stands — without you having to write a status email every time.
• Proposals: View and accept new proposals directly in the portal.

The entire portal is in English and can be customised to match your branding. Your clients experience a consistent, professional interface — from the first enquiry to the last invoice.

Data protection and security

When you manage sensitive client data, contracts and invoices in a portal, data protection is critical. Mappli stores all data on servers in the EU and meets the requirements of the GDPR as well as the Swiss Data Protection Act (DSG). Data transmission is encrypted throughout, and access to the client portal is protected by secure authentication.

Unlike US-based tools like Dubsado or HoneyBook, with Mappli you don't have to worry about whether data storage is legally compliant. You can guarantee your clients that their data stays in the EU — an important argument, especially with clients from the public sector or regulated industries.