Can Clients Request Work from the Client Portal?

Hi Robert, Elli from the Education team here!

This is a great question. To clarify, the client portal is essentially the client-side view of a project.

The only way that a client can create a new project is by submitting your lead form or contact form. There’s no way other for a client to manually create a new project outside of that - though you can always manually create a new project from your end, if needed.

So, if a client would like to request work, you might want to make sure you have a link to your lead form or contact form handy for them. Or, your client can go into an existing project and send you a message, after which point you could manually create a new project for them.

I hope this makes sense - let me know if you have any questions or if I can assist further!