Client Portal
A client portal app built for all devices

Give your clients a centralized place for their relationship with you — chat, shared resources, forms, invoices, and more.

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Unlimited centralized storage

Sharing notes, items from your library, previously submitted forms (and more!) is done directly through your Practice dashboard.

Shared To-Dos

Provide accountability by using the shared to-do list to keep track of action items.

Shared To-Dos

Provide accountability by using the shared to-do list to keep track of action items.

Access your workspace anywhere

Both professionals and clients have access to Practice on the web, iOS, or Android so you can take your relationship anywhere.

See how



Client Portal

See how


Client Portal


All in one place. Client records, contact details, and connections with email/chat. Love the packages function. Practice really makes self management by the client work!
Customer profile picture
David Udy
Executive Coach

Tie it all together

Consolidate client communication

Client communication is often times scattered across multiple tools — text, voice, email. With Practice’s client portal, you have all communication in one place.

Chat, emojis & voice messages

Messaging on Practice is familiar to everyone. Share your reactions, voice messages, emojis, and anything your heart desires to connect with your client.

Go further with

Team to-dos
Organize and delegate work across your org. Assign tasks and set due dates to ensure nothing gets missed and eliminate duplicate work.
Group Chat
When working with clients via your Practice client portal, multiple users in your organization can engage in chat.
Shared clients
Collaborate with other members of the organization to co-deliver services for your clients.

Rated best for businesses

Out of 93,000 software applications, Practice earned 5 top awards from G2 — all related to client-based businesses and support.

That’s right, when you contact us, a real human will respond quickly 🧡

Streamline and simplify your business

Get everything you need in one place for you and your clients


Can my clients download the Practice app as well?

Yes! The Practice app has a coach experience and a separate client portal experience across all devices.

What can my clients see in the client portal?

Clients can see anything that has been shared with them directly (i.e. coaching resources) and anything that they have submitted to you (i.e uploaded files). They can also see their submitted form answers and appointment history.

Can I send voice notes?

Yes, we have voice notes built into the Practice apps for both coach and client.

Is the client portal secure and encrypted?

Yes! Everything inside of Practice is fully encrypted at rest and in transit, that means no body (including Practice) can access any of your client communication.

Do clients get access to the coaching portal automatically?

The client portal is optional. As the coach, you can pick and choose who you want to invite to their client portal (if anyone).