A client portal that sits on top of the tools you already pay for.
Vellum turns your existing Drive, Dropbox, Teams, Slack, WhatsApp and invoice links into one branded Hub link per client. Nothing is uploaded, nothing is migrated, and there is no storage bill.
No setup fee. Cancel from your billing page in one click.
Why client work leaks
Clients lose the thread
Files in Drive, notes in WhatsApp, invoices in Stripe. Every question becomes “can you resend that link?”
Portals want you to move everything
Most client portal software asks you to re-upload your work into their storage and pay per gigabyte.
You look smaller than you are
A raw share link with a stranger's folder name is not the impression a paying client should get.
How Vellum works
Copy the links you already use
A Google Drive folder, a Dropbox share, a OneDrive or Microsoft Teams link, a WhatsApp or Slack thread, a Stripe or PayPal invoice.
Paste them into one client record
Vellum stores only the address of each link — never the file, never the message. Any file size works, because nothing is uploaded here.
Send one Hub link
Your client opens a single branded page with status, documents, chat and invoice. No login, no app, works on a phone.
Seven days free, up to seven active clients.
- —Create your workspace, add up to 7 active clients and issue unlimited Hub links for them.
- —Everything in Vellum Solo is open during the trial, so you can run real client work through it.
- —On day 8 the trial ends. Continue on Vellum Solo at $29/month, or move to Vellum Agency at $49/month for unlimited clients, team roles, white-label and automation.
- —Upgrading takes one click on the Billing page. Your clients and Hub links stay exactly as they are.
New to this? Read the getting started guide or the comparison of client portal software.