Client portals
- Create password-protected portals per project
- Share services, deliverables, files, and timelines
- Send notifications and track portal activity
- Keep clients updated without endless email threads
All-in-one workspace
Everything you need to run your freelance business
From client portals and invoices to expenses, payments, and business analytics—Lance Vault keeps your entire operation organized in one place.
Client portals
Invoices & payments
Project tracking
Business analytics
Client management
Keep clients informed and engaged
Password-protected portals, real-time chat, and project updates—all in one secure link your clients can access anytime.
Built-in client chat
- Message clients directly inside their portal
- Keep conversations and files in one place
- Improve response times with instant messaging
- Maintain full context across your relationship
Revenue & payments
Invoice, track, and get paid faster
Professional invoices, shareable rate cards, and automated follow-ups that keep your revenue flowing.
Smart invoicing
Create, edit, and track invoices. Monitor payment status and link directly to projects.
Rate cards
Build reusable rate cards to share with prospects and convert into invoices instantly.
Payment tracking
Track payments across projects, set reminders, and never miss a follow-up.
Financial management
Projects, expenses, and cash flow—all organized
Track every dollar in and out with projects, expense logs, and export-ready financial statements.
Project tracking
Create unlimited projects, log payments, and maintain complete client history.
Expense management
Track recurring subscriptions and one-time costs to understand your true profit margins.
Annual statements
Export yearly financial data for taxes, accounting, and compliance in seconds.
Business insights
Analytics that help you make better decisions
Real-time dashboards, profit tracking, and comprehensive reports—no spreadsheets required.
Business analytics
- View profit, revenue, and expenses at a glance
- Identify top-paying clients and most profitable projects
- Track trends and patterns over time
- Make data-driven decisions for your business
Financial reporting
- Generate annual financial statements instantly
- Keep organized records for tax season
- Export clean reports for accountants
- Stay audit-ready year-round