Choose client portal software if your pain is admin: invoices, contracts, permissions and a secure file vault. Choose a shared client room if your pain is the work itself: feedback lost between calls and follow-ups scattered across links. You may need both. Coommit, our product, is a client room, not a portal, and this page shows where portals win.
We compare six client portal options (Moxo, Assembly, SuperOkay, Clinked, HoneyBook's client portal, and a portal built in Notion) with a shared client room. Every price and feature below comes from each vendor's own pages, read in September 2026.
What is the difference between a client portal and a client room?
A client portal is a branded, logged-in place where a client finds what you have sent: files, invoices, contracts, forms, messages and project status. It is organized around transactions and records. Good portals make the admin side of a client relationship feel professional and keep sensitive files under control.
A client room is a shared space where you and the client meet on video around the work itself, and which stays open between calls. It is organized around conversations and the material under discussion: the designs, the documents, the site in review, and what was decided about them.
In our own words: Coommit is a shared workspace where teams meet on video around their docs, designs and websites. The room stays available after the call. For an agency, that means one room per client, holding the references, the proposals, the site in progress, the calls and the decisions.
The two answer different questions. A portal answers "where is the contract, and has the invoice been paid?" A room answers "where are we on this project, and what did we agree last time?"
Where does client portal software win?
In five areas, and a client room does not compete on any of them.
- Billing and invoices. HoneyBook includes invoices and payments on every plan, and lists payment reminders, payment plans and autopay among its payment features. Assembly includes billing and payments, with processing fees when you collect money through it. Moxo treats payments as a step in a client workflow.
- Contracts and e-signatures. HoneyBook collects eSignatures on contracts and forms. Moxo includes eSignatures. Clinked integrates with DocuSign and Adobe Acrobat Sign.
- Permissions. Assembly's Advanced plan adds client access permissions and enforced MFA. Clinked Premium adds role-based permissions and enforced two-factor authentication. SuperOkay Solo+ adds custom project permissions. Notion Business adds granular database permissions that limit a collaborator to the rows assigned to them.
- File vaults. Clinked is built around secure file sharing, with version control, file approval, file locking and document watermarking, plus a separate virtual data room product. SuperOkay includes from 0.5 GB of storage on its free plan to 1 TB on Business.
- White label. SuperOkay Solo+ includes a custom domain and full white label. Assembly Professional includes custom domains. Clinked Standard includes your own domain. Moxo's Scale plan includes a custom domain.
If most of your client friction lives in these five areas, buy a portal. Coommit has no invoicing, no payments, no contracts and no e-signatures.
Which client portal software fits which agency?
| Tool | Built for | Money and contracts | Files and access | Price as listed (September 2026) | Calls |
|---|---|---|---|---|---|
| Moxo | Workflow-heavy client operations | Payments and eSignatures as workflow steps | File requests, forms and magic links; custom domain on the Scale plan | Team plan: $5,000 per year, unlimited seats | Not listed on its pricing page |
| Assembly (formerly Copilot) | A branded client experience with a CRM | Billing and payments built in; processing fees when you collect | Custom domains on Professional; client access permissions and enforced MFA on Advanced | Free for 5 active contacts; Starter $29 per month billed annually | Not listed on its pricing page |
| SuperOkay | Portals built from documents and packaged services | Not listed on its pricing page | 0.5 GB to 1 TB of storage; custom project permissions and white label from Solo+ | Free for 1 client; Solo $9 per month billed annually | Not listed on its pricing page |
| Clinked | Secure file sharing and data rooms | DocuSign and Adobe Acrobat Sign integrations | Version control, file approval, watermarking; role-based permissions on Premium | Standard $239 per month billed yearly, 100 members included | Zoom integration |
| HoneyBook | Independents and studios that sell with proposals | Invoices, payments, proposals and contracts with eSignatures | A client portal page for files and project details | From $29 per month billed yearly | Generates Zoom links; meeting notetaker |
| Notion as a portal | Do-it-yourself portals from pages and databases | Not listed on its pricing page | Free guests who see only the pages they are invited to; granular database permissions on Business | Free plan with up to 10 guests; paid plans priced per member | AI Meeting Notes on Business |
| Coommit (our product, a client room) | Client calls and reviews in a persistent room | None | Guests join from a link, no account, no download | $29 per user per month, $23 billed yearly, $19 on a 2-year plan | Video call inside the room |
A few notes the table can't hold:
- Moxo is priced for operations teams rather than solo studios: its Team plan is $5,000 per year with unlimited seats and 100 flows per year.
- Assembly (formerly Copilot, per Assembly's rebrand page) is free for up to 5 active contacts. Starter costs $29 per month billed annually ($49 billed monthly), Professional $99 and Advanced $499, all billed annually. Clients sign in with magic links or Google.
- SuperOkay builds portals from documents, packaged services, tasks and embedded apps. It is free for one client, and Solo costs $9 per month billed annually ($12 billed monthly).
- Clinked suits firms that exchange sensitive documents: Standard costs $239 per month billed yearly ($299 billed monthly) with 100 members and 1 TB of storage.
- HoneyBook suits independents and small studios that sell with proposals and contracts. Plans start at $29 per month billed yearly, and every plan includes the client portal: a dedicated page where clients access files and project details.
- Notion works as a do-it-yourself consulting client portal. Guests are free but only see the pages they are invited to. The Free plan allows 10 guests and paid plans allow unlimited guests, per Notion's pricing page.
Where does a shared client room win?
In one place: the call and the follow-up happen in the same room.
Take the second round of feedback on a website redesign.
With a portal. The portal holds the latest PDF, the contract and the invoice. The call happens in Zoom or another video tool; HoneyBook can generate Zoom links, and Clinked lists a Zoom integration. Feedback comes out during the call, a notetaker or a colleague captures it, and someone updates the portal afterward. Each step works. The work under discussion, though, lives in three other places.
With a client room. The client opens the same room link as last time, with no account and no download. The Figma frames are embedded live on the canvas, the copy sits in a Google Doc next to them, and the staging site runs in a shared web browser that everyone can use at once. People talk on video in the same window and leave notes next to the frame in question. After the call, the built-in AI writes a recap with the decisions and the tasks, saved in the room. Round three starts from there.
Coommit adds these pieces to that picture:
- One room per client, persistent by default. The canvas saves itself.
- Live embeds: Figma files, Google Docs, Sheets, Slides and PDFs, YouTube, and the shared browser.
- Follow-up that leaves the room: recaps and tasks go to Slack and Notion, and a Goals widget keeps the client's objectives visible from call to call.
- Scheduling: a Calendly booking creates a room and invites the attendee, and Google Calendar events stay linked to their rooms.
- Templates, including rooms named Client portal, Project kickoff, Feedback round and Moodboard, plus Coaching session, GROW canvas and Wheel of life for consultants and coaches. A room template is not portal software, though: it organizes the room, not the billing.
- Free guests: you pay only for your team's hosts.
Coaches and consultants who run recurring client sessions can see Coommit for coaches.
Where does a client room fall short?
Be honest about the gaps before you choose one:
- No money or paperwork. No invoices, payments, proposals, contracts or e-signatures.
- Not a document vault. If compliance asks for audit trails, watermarking or a data room, use a tool built for it, such as Clinked.
- Not a self-serve front door. If clients mostly log in to download deliverables and pay, a portal is the better home.
- Transcription detects English and French only.
- No free plan. Coommit has a 7-day trial with no card, then $29 per user per month, $23 billed yearly or $19 on a 2-year plan. See pricing.
Portal, room or both: how do you decide?
| Your situation | Better fit | Why |
|---|---|---|
| You chase invoices, deposits and signatures every month | Client portal | Invoices, payment reminders and e-signatures are built in |
| Clients need a secure place for sensitive documents | Client portal with a file vault, such as Clinked | Version control, permissions, watermarking and audit trails |
| You sell packaged services with proposals | Client portal, such as HoneyBook or SuperOkay | Proposals, packaged services and payments in one flow |
| Feedback gets lost between calls | Client room | The calls, the material and the decisions stay in one room |
| You present work live and iterate every week | Client room | Review live Figma files, documents and websites on the call |
| You run recurring coaching or consulting sessions | Client room | Session notes and next steps are waiting at the next session |
| You do both paperwork and weekly working sessions | Both | The portal handles admin, and the room handles the conversations |
If you nodded at rows from both sides, you need both, and that is normal: the portal handles the paperwork, and the room handles the conversations.
Can you run a client portal and a client room together?
Yes, and the wiring is simple:
- Link the room from the portal. SuperOkay supports embedded apps and quick links, Moxo's Scale plan includes quick links, and a Notion page can hold the link. Clients then find the room where they already look.
- Keep money and signatures in the portal. Invoices, contracts and payment reminders stay where they are.
- Send recaps where your team reads them. Coommit sends recaps and tasks to Slack and Notion, so a Notion-based portal can hold every call's decisions.
- Let bookings create the room. Connect Calendly, and each booking creates a Coommit room and invites the client.
If you are still choosing a call tool, see Coommit vs Zoom. If you mostly need a board next to your calls, see our Miro alternatives.
Who should not pick Coommit?
Coommit is the wrong pick if:
- Your main pain is billing, contracts or e-signatures. Buy a portal.
- You exchange regulated or highly sensitive documents that need a data room.
- Your client relationships are mostly async deliverables with few live calls.
- You need transcripts in languages other than English and French.
- You want a free plan for the long term.