One branded link. Files, chat, project status, and invoices — pulled live from your Drive, Slack, and Stripe. Vellum never stores the underlying content.
Now create invoices and editable documents alongside your client Hubs.
Case study: a studio's first 90 days on client portal software
Editable templates and AI-assisted drafts for freelancers, SMEs and freight teams. Create VAT-ready invoices, then keep every client link together in your Hub. Check local tax rules before issuing.
Try it here. Create a free account to save, print or export.
Your business
Client name
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Professional services | 1 | $250.00 | $250.00 |
Vellum works with the tools you already use — an overlay, not a replacement. Sending a 4 GB file? Share it with DashBeam, WeTransfer or Drive, then pin the link in the Hub. Your files never move.
A real screen recording of Vellum — creating an account with no card, adding a client, pointing the Hub at your files, chat and invoice, then opening the link a client receives. Then see how the free week works, copy a Drive or Dropbox share link, create an invoice, edit free lawyer and agent drafts, and compare free tools with paid templates.
Email or Google, no card. Your workspace and first Hub are ready in under a minute.
Each client gets one branded Hub link they open without an account or password.
Copy a Drive, Dropbox, OneDrive or Teams link. Any file size — Vellum stores only the link.
Vellum warns you when a link is private, so clients never hit “Request access”.
See when the Hub and each file are opened, and collect sign-off with name and date.
The trial ends by itself. Pick Solo or Agency; your clients and Hubs are kept.
Preview folders straight from Google Drive or Dropbox. Vellum stores the folder link, not the files.
Route clients to your live WhatsApp or Slack thread. Message content stays with the provider.
Show a 4-stage tracker: Discovery, In Progress, In Review, Delivered.
Deep-link to the hosted Stripe or PayPal invoice. No card data touches Vellum.
"I was organized in four different apps — which, to a client, looks exactly like being disorganized."
Maya keeps working in Drive, WhatsApp, and Stripe exactly as before. She maps each once per client, and the client gets a single clean link instead of four scattered ones.
Vellum authenticates the visitor against a magic-link token, verifies the source is still connected, and relays a live preview from your provider. The file, message, and payment never sit on our disks — we only remember which folder belongs to which client.
"My clients stopped asking "where's the file?" Everything they need lives on one link I sent them once — and I never re-send anything."
"We onboard a new client in about five minutes, and the Hub looks like we built our own portal. Nobody on the team had to learn a new tool."
"The moment we read "Vellum stores no documents — only links," a three-week procurement debate was over. That line alone sold it internally."
Every plan starts with a 7-day free trial. No card required until day 8.
For freelancers running a solo book.
7-day free trial · no card required
For teams and firms with multiple providers.
7-day free trial · no card required