One secure client link for review, approval, and payment. WhatsApp follow-up stays attached to the work.
1 link
client portal for review and payment
WhatsApp AI
actions from one thread
Client Actions
approvals, inputs, collections
Handoff-ready
deliver cleanly with fewer loose ends
Client Actions preview
Sample projectWaiting on approval
Homepage redesign delivered. Approval still pending.
Collections follow-up
Invoice #204 is due. Follow-up stays attached.
Missing from client
Brand assets missing. Request remains visible.
See client actions and send follow-up from WhatsApp.
Product snapshots
Real screens, focused on the client loop after work is delivered.
Client Actions board
Approvals, collections, missing inputs — one queue.
Invoice creation
Multi-currency invoice + clean client-ready output.
WhatsApp actions
Run reminders and client actions from WhatsApp.
Who it is for
Pick the client workflow slowing delivery or cash flow.
Freelancers
Invoicing, approvals, and follow-up without the manual chase.
Explore freelancersAgencies
Approvals, scope changes, invoices, and handoff across client accounts.
Explore agenciesConsultants
Proposal, sign-off, invoice follow-up, and handoff tied together.
Explore consultantsService operators
For client work still run through chat, email, and repeated follow-up.
Explore service operatorsProduct walkthrough
Clients see next steps. You see blockers, money, and handoff.
Client path for updates, approvals, and billing
Workspace view for blockers, money, and handoff
Cleaner workflow behind client chats
Workflow demo
From client action to approval and payment
Client Actions
Approvals, inputs, and collections
Collections
Reminder and promise trail
Handoff
Final delivery stays organized
The problem
The leak is usually after delivery: vague approvals, casual extra requests, and invoice follow-up stuck in chat.
The pain shows up in the workflow
Not just in accounting.
Invoices and updates get lost across chat and email.
Reminders and payment promises sit outside the work record.
Small chat requests become unpaid work without approval and pricing.
The solution
Make the next client action obvious: approve, pay, upload, or accept a scoped change.
Run reminders, approvals, inputs, and handoff checks from chat.
See approvals, inputs, unpaid invoices, and scope decisions in one queue.
Send branded invoices with a clear payment link.
Follow up by WhatsApp or email without losing the invoice trail.
Package deliverables, approvals, open items, and final billing.
How it works
You do not need to migrate your whole business. Prove the workflow on one live client, then expand once client actions, approvals, and handoff stop feeling scattered.
1 client
is enough to prove the workflow
1 action board
shows who still owes what
1 handoff
tests how cleanly work can close
Less ambiguity
around approval, payment, and next steps
Start with one real client.
Create the invoice and share the payment link.
Send reminders with the collection trail attached.
Close with approval, payment, and handoff in one place.
Why teams switch
The goal is not more admin software. The goal is fewer stalled approvals, fewer unpaid extras, and faster payment collection.
Keep WhatsApp, but write outcomes into the workflow.
Updates, reminders, invoices, and change orders stay linked.
Spot unpaid invoices, blocked approvals, missing inputs, and scope drift early.
What stays organized
The point is fewer missed reminders, clearer billing, cleaner handoff, and less client logic trapped inside private chats and scattered tools.
Secure portal links
Approvals, reminders, and invoices tied together
Payment links and promise tracking
Files and scope requests in one workspace
Stronger audit trail than private chats
Role-based access for teams
First-session activation
The first workflow is intentionally narrow: one client, one delivery lane, one shared path, and one client action completed.
Step 1
Create one client account
Step 2
Open one delivery lane
Step 3
Share one client action path
Step 4
Collect approval, input, or payment
Buyer confidence
Buyers can inspect the review, upload, approval, change-order, invoice, and handoff flow before entering real client records.
Dashboard states prioritize unpaid invoices, payment promises, stuck approvals, missing input, and blocked delivery lanes.
Portal-style flows reduce confusion by showing the client exactly what to review, upload, approve, or pay next.
Built for
01
Approvals, invoice replies, and payment follow-up in one place.
02
One client path from update to approval to payment.
03
Scope, money, and client decisions stay connected.
Simple pricing
Three clear plans for running client work. Concierge setup stays optional instead of being disguised as another subscription.
Free
For freelancers proving the workflow with their first few clients.
No smart follow-up automation · No white-label portal or custom domain · No team seats or advanced permissions
Solo
Best value₦14,000/month in Nigeria
For independent operators ready to automate follow-up and present a stronger client experience.
No full white-label portal or custom domain · No team seats or advanced permissions · Usage caps apply to AI and WhatsApp
Agency
₦60,000/month in Nigeria
For small teams that need multiple operators, permissions, and a white-label client experience.
One brand per account · Additional seats: $10/month each · Fair-use limits apply to AI and WhatsApp
Optional concierge setup
Optional hands-on migration, branding, workflow, and custom-domain setup for Agency teams.
Launch pricing is available in USD and NGN. Concierge setup is optional and does not include ongoing custom development.
Questions
No. It works for independent operators, consultants, agencies, and service businesses handling paid client work.
Clients use secure portal links to view updates, files, proposals, invoices, and payment links without needing your internal dashboard.
Yes. You can create invoices, send reminders, log payment promises, and share payment-ready links with clients from the same workflow.
Service businesses, consultants, operators, and agencies that already run client work heavily through chat and want a better system behind it.
Yes. The easiest starting point is one real client, one proposal or invoice, and one shared client portal.
Use Regulus to give clients one clear path while you keep approvals, collections, scope control, and follow-up organized behind the scenes.