Client Portal
White-label branded experience
Project Management
End-to-end delivery tracking
AI-Powered
Smart workflow automation
8hrs
Saved Per Client Per Month
50%
Faster Onboarding
2x
Client Retention
100%
On-Brand Experience
Capabilities
Key Features
Everything you need to streamline your operations and delight clients.
Branded Client Onboarding
Send a single link with intake forms, contracts, kickoff scheduling and document requests — all under your brand and domain.
Project & Deliverable Tracking
Give each client a private workspace showing live progress, milestones, deliverables and next actions. No more 'where are we?' emails.
Proposals, Contracts & E-Sign
Send proposals, accept e-signatures, and convert won deals into active projects in a single click.
Secure Client Messaging
Replace scattered email threads with project-scoped messaging. Every conversation tied to the right deliverable.
Time Tracking & Retainers
Track billable time, manage monthly retainer hours, and show clients exactly what you've delivered against their plan.
Invoicing & Recurring Billing
Send branded invoices, accept card and ACH payments, and automate monthly retainer billing — paid in days, not months.
Bookings & Session Bundles
Sell blocks of sessions with prepaid credit top-ups — a consultant's bundle of advisory hours works just like a driving instructor's block of 10 lessons.
SMS Reminders
Automatic text message reminders for bookings, tasks and invoices keep clients showing up and paying on time.
Use Cases
How Teams Use HaloTasker
Strategy consultants delivering 90-day engagements
HR and people consultants running multi-stakeholder projects
Financial and operations consultants on monthly retainers
Boutique consultancies of 2–10 people scaling without adding ops
Solo consultants who want to look as polished as a McKinsey deck
"HaloTasker replaced four separate tools for my consultancy. Clients log in to one branded portal for everything — proposals, deliverables, invoices. My close rate went up and my admin time went down."
PS
Priya Shah
Founder, Northstar Strategy
Benefits
Why businesses choose HaloTasker
Look like a much bigger firm with a fully branded portal
Cut admin time so you bill more advisory hours
Retain clients longer with transparent, visible progress
Get paid faster with online payment and auto-reminders
Stop losing context across email, Slack, Notion and Drive
Onboard new clients in hours, not days
Frequently Asked Questions
Common questions about consultants
What's the best client portal for consultants?
The best client portal for consultants combines branded onboarding, project tracking, secure messaging, e-signed contracts and invoicing in one place. HaloTasker gives independent consultants and boutique firms a single white-label hub instead of stitching together Notion, Google Drive, Stripe and email.
Can I white-label HaloTasker as my own consultancy brand?
Yes. Upload your logo, set your brand colours, connect your own domain, and send branded emails. Clients never see HaloTasker — they only see your consultancy.
Does it work for solo consultants as well as larger firms?
Yes. Plans start with a single internal user and scale to multi-consultant teams. Solo consultants use HaloTasker to look as polished as a much larger firm; boutique consultancies use it to run the whole back office without hiring ops staff.
Can I handle monthly retainers and recurring invoices?
Yes. Set up monthly retainer billing once, track time against retainer hours, and HaloTasker invoices the client automatically each month. Clients can pay by card or ACH directly from the portal.
How is this different from Notion, ClickUp or Monday?
Those tools are built for internal teams. HaloTasker is built for client-facing work — fully white-label, with a secure client login, proposals, e-signatures, messaging and invoicing all designed for how consultants actually engage with clients.
