The modern client portal that makes your business flow

The next-gen platform for a modern & streamlined service firm

Skyrocket client satisfaction & retention
Drastically reduce client emails, calls & meetings
Speed up onboarding & project delivery

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Professional services automate their workflows with Hubflo

If you keep hearing this from clients, you need Hubflo.

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"Can you resend me the last version of the file?"

"I can't find my invoice for last month, send it again"

"What did you actually do last month?"

Where are we on this project again?

Full Name

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How we can help you

Your client experiece sucks

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Your back-office is a mess

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You can't run a proper service business in 2024 without a client portal

Your data is all over the place

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The most powerful & customizable client portal

A powerful operating system for your firm with 7+ client-facing and back-office tools. Use Hubflo's tools or connect yours.

File sharing

Messaging

Contracts

Forms

Billing

Embeds

Tasks

Automations

Automate onboarding & wow clients from the start

Assign clients a clear onboarding to-do

Seamlessly collect files from clients

Send forms or contracts with e-signature

Send beautiful invoices & get paid

Stop communication chaos with a secure client messaging

Create secure chat rooms to streamline messaging. Clients can chat with you from the portal and get email alerts.

"One of the best tools I've ever used!"

“I love that it's simple to use, easy on the eyes, and just makes so much sense. I set it up quickly, unlike its competitors, and the customer support is fantastic!
My clients love it, too!”

Andrea E.B.

Marketing Consultant

"Wow just wow!"

“Hubflo is amazing! The pricing structure is simple. The features they have is second to none, Its so easy to use and set up and everything you need to make clients feel special is all there.

It took me about 10 minutes to have a fully working portal or "command centre" as they call it. Customer support is out of this world. Regulary releasing updates daily with new features and well I will be sticking around for a while thats for sure. Honestly its brilliant.”

Aaron D.

CEO

Deliver your services like a pro

Deliverables & resources, all in one place for clients 

Show clients what you're working on

Collect approvals & feedback

Embed external dashboards

No more hearing from clients...

"Where are we on this project?"

"Where is that deliverable again?"

"That's not what we agreed on!"

Bring all your tools
16+ native integrations
Embed 500+ external apps

Loved by 1,500 Businesses
... and their clients

"Hubflo was easy to learn and it's incredibly helpful for managing my clients. The client portals are incredibly useful! The service and support is exceptional"

Lisa Mullinax
Founder @ Serenity Canine

“We're big fans of the product. The team has an aggressive product road map and they are making steady updates that make it better constantly. Well done, team!”

Tim Wooda
Founder @ White Peak

“The ease with which we have been able to implement the platform, along with the ease of use, has been impressive.”

Ben Coughlan
Operations @ Climeaction

“Implemented 1 month ago. It has been a total game changer for our agency!

Maxime Debuse
Founder @ Studio Josette

A seamless mobile experience for you, and your clients

Powered by Hubflo AI

Generate your branded portal in 60s

Enter your website and let Hubflo AI build a custom on-brand portal for you

Always-on AI assistant

Chatflo AI is your sidekick to manage your clients and the work you do for them

AI email & note writer

Write perfect emails, messages or notes in seconds with our built-in AI writer

Enterprise grade data security

SOC II

GPDR

Hippa

Daily
back-ups

Two-factor
authentication

Certified
by Google

Frequently Asked Questions

What about white labelling? Custom domains?

The email notifications your clients get are already partially white labeled since the sender name is your business name.

You also get a dedicated domain for your client portal (businessname.hubflo.com).

You can also host your client portal on your own domain (e.g app or portal.domain.com)

Do I have to commit annually?

No you don't, any plan can be purchased on a monthly basis.

Can I export my data?

Sure! You can export clients, projects, files, notes, invoices and time logs at any time.

Can I import my data? How?

Sure! First, once you connect your email account, we'll import all your emails and calendar events.

If you connect your Xero or Quickbooks account, we'll import all your clients automatically in the system.You can also import clients or projects with our csv importer.

How long does it take to get started? Can you help me?

It usually takes less than an hour to have a basic setup and get started.

This might take a few days if you want to import all your data and set up some custom integrations.

During our initial call, we'll help you set up your account. Plus plan clients get a custom onboarding service.

Who is Hubflo designed for?

Hubflo is designed for professional service businesses. We serve a wide variety of industries including: agencies, consulting practices, accounting and law firms, real estate professionals, architects, coaches, event professionals, etc.

Can I switch plans?

Sure! You can upgrade at any time.
At the moment, we do not offer the ability to downgrade your plan.

Streamline client onboarding & wow them from the start

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Give them a clear to-do

Designed for remote and hybrid organizations, Projectile is a shared workspace that makes collaborating with your team smooth and intuit.

Give them a clear to-do

Designed for remote and hybrid organizations, Projectile is a shared workspace that makes collaborating with your team smooth and intuit.

Give them a clear to-do

Designed for remote and hybrid organizations, Projectile is a shared workspace that makes collaborating with your team smooth and intuit.

Collect files easily

  • Set up workflows only once
  • Tweak and use for multiple projects
  • Automate reminders, alerts and more

Send proposals & contracts with e-sign

Designed for remote and hybrid organizations, Projectile is a shared workspace that makes collaborating with your team smooth and intuit.

7-day free trial