Your brand. Your client portal.
Your clients see agreements, invoices, retainer balance, deliverable status, and submit change requests through a portal branded as your firm — not as Bridge. White-label is included on every plan, including the free tier. Most competitors charge extra for it.
No per user fees, ever.
Every engagement runs into problems. The way you keep the client isn’t avoiding them — it’s managing expectations and building trust. Transparency isn’t a feature. It’s a requirement.
White-label, included on every plan
Custom logo, custom colors, custom subdomain (yourfirm.upliftingpartners.com). Optional bring-your-own-domain. The client never sees Uplift Bridge branding — they see yours. Most CLM tools gate white-label behind their highest tier.
Real engagement context, not a doc share
The portal isn't a static document repository. Clients see live retainer balance, current period draw-down, draft invoice preview, deliverable status, time logged. The portal IS the engagement workspace, viewed through the client's permission scope.
Change requests + approvals built in
Clients can request a change to the agreement (formally captured as a Change Order draft for your review) or approve a deliverable (signed, audit-trailed). No more long email threads about scope; everything lands in the engagement.
Detail screenshot
Upload via Hub admin (key: feature-client-portals-detail)
Bridges to the tools you already use
Custom domain (Enterprise)
On Enterprise plans, point yourfirm.com/portal at Bridge via CNAME. The portal URL becomes 100% yours. Client never knows Bridge is involved.
Stripe (client payments)
Clients pay invoices directly from the portal via Stripe (card or ACH). Payment lands in your bank, AR aging updates in Bridge, no separate payment-processing tool to manage.
Email + Slack notifications
When a client logs in, requests a change, approves a deliverable, or pays an invoice, you get an email + optional Slack ping. Configurable per-engagement so noisy clients don't blow up your inbox.
Bridge replaces
One product, one bill, one source of truth — instead of stitching 4 subscriptions together.
How Bridge compares to HoneyBook
HoneyBook's approach
HoneyBook ships with a client portal — clean UI, mobile-first, integrated with their proposal + invoice + scheduling stack. White-label is partial: clients see your firm's brand on the proposal, but the portal URL is HoneyBook's.
$66/mo for HoneyBook Premium + portal included
Choose HoneyBook if: you're a solo creative or small firm with simple proposal-and-pay workflows.
Uplift Bridge's approach
Bridge offers full white-label including subdomain (yourfirm.upliftingpartners.com) and bring-your-own-domain on Enterprise. Plus the portal is connected to the engagement — clients see live retainer balance, deliverable status, and change-request workflow that HoneyBook's simpler portal doesn't have.
$69/mo Bridge Pro + Engagements add-on, white-label portal included on every plan
Choose Bridge if: you're a consulting practice with retainers, multi-deliverable engagements, and clients who need real-time visibility into the work.
Frequently asked questions
More in Engagements
See also
Retainers
Live retainer balance is the most-used portal feature for retainer clients. They see hours used / remaining / draw-down history without asking.
Learn moreChange Orders
Client requests a change in the portal → routes to your Change Order workflow → formal scope amendment with signature.
Learn moreInvoices
Clients pay invoices directly from the portal via Stripe. AR aging updates in Bridge automatically.
Learn moreNo per user fees.
No forced contracts.
No sales call.
Built by Tommy Spann after 25 years running consulting firms. Bridge is the practice software he wanted and couldn't find — so he built it.