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os
Module · USD 8 per user per month

clients and portal.

Clients and portal is the Unbound OS module for everything after the contract. It keeps deliverables with approvals, the scope and monthly plan, meetings and minutes, reports and decisions per client, and gives each client a portal where they sign in to see them. It costs USD 8 per user per month, and clients are not billed.

Last updated:

What does it do?

  • Deliverables with approval. The client approves in the portal, and the record keeps what happened.
  • Contracts with phases and adjustments, the monthly plan and the scope of work.
  • Onboarding and a credential vault for the access a client hands over.
  • Meetings and minutes, recaps, memos, decisions and open questions, each on the client record.
  • Reports with PDF export and share links.
  • The client portal. Clients sign in with a code sent to their email and see deliverables, approvals, reports, meetings, invoices and forms in one place.

Who is it for?

Agencies and service firms that deliver ongoing work to clients and are tired of sending updates by email, chat and shared folders.

What does it replace?

Tools usually bought for this job, against USD 8 per user per month
Tool and planMonth to monthBilled yearly, per monthSource
SuiteDash StartUSD 19.00 flat, whole teamUSD 15.00 flat, whole teamsuitedash.com/pricing
Assembly (formerly Copilot) StarterUSD 49.00 flat, whole teamUSD 29.00 flat, whole teamassembly.com/pricing
Dubsado Starterno monthly price publishedUSD 27.92 flat, whole teamdubsado.com/pricing-table
HoneyBook Essentialsno monthly price publishedUSD 49.00 flat, whole teamhoneybook.com/pricing
Clinked Start UpUSD 11.00 per usernot publishedclinked.com/pricing
Clinked StandardUSD 239.00 flat, whole teamnot publishedclinked.com/pricing

List prices in USD read on each vendor's own page on 2026-10-23. Promotional prices are not used. They can change; check the source.

Compare against the month to month price, which is what you pay when you start. A tool priced per account or flat can come out cheaper than Unbound OS when many people share it; in that case the honest sum is your own team’s.

How much does it cost?

USD 8 per user per month at list price.

Per user per month
USD 8
list price
5 users with Core
USD 75.00
per month, monthly
Same plan, yearly
USD 67.50
per month

Only the people who have Clients and portal pay for it; everyone pays Core (USD 7). The full rules and discounts are on pricing.

What does it not do?

  • White label covers your company name and logo on what clients open. It does not yet cover a custom domain, your own sender address or your brand colors.
  • Tools built only for portals, such as SuiteDash, white label more of the experience today, including the domain.

Can AI agents work in it?

Yes. An agent connected over MCP reads and acts here with the permissions of the person or service account that connected it. Some of the tools it uses:

  • create_deliverable
  • approve_deliverable
  • list_client_deliverables
  • create_client_recap
  • list_reports
  • propose_invite_client_contact

More on AI agents and MCP.

Frequently asked questions

Do clients in the portal cost anything?

No. Clients who sign in to the portal are not billed. Only your team pays.

Can clients see my brand instead of Unbound?

They see your company name and your logo. Custom domains, sender addresses and brand colors are not available yet.

Which modules need Clients?

Social does, because it publishes for clients. Other modules, such as Finance and Forms, add their own sections to the portal when both are on.

Sources

  1. 01SuiteDash Start, checked 2026-10-23
  2. 02Assembly (formerly Copilot) Starter, checked 2026-10-23
  3. 03Dubsado Starter, checked 2026-10-23
  4. 04HoneyBook Essentials, checked 2026-10-23
  5. 05Clinked Start Up, checked 2026-10-23
  6. 06Clinked Standard, checked 2026-10-23

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Add Clients and portal only for the people who use it and see the live price.