How it works

A shared view of proposals, invoices and payment status.

Every keeps document reviews, approvals and payments connected to the work behind them.

Step 01

Magic-link access

An authorized recipient requests a secure sign-in link for your branded {slug}.every.ai Portal.

Portal home

Acme Strategy Portal

Signed in to Portal

Proposal waiting for approval Open
Invoice #1042 due Jun 18 Open
Internal records kept private Open
Open portal
Step 02

Documents and payments

The Portal lists only proposals and invoices the recipient has access to. Public invoice pages can open a Stripe payment path.

Recipient action

Invoice #1042

Recipient status

Live

Amount due: $3,250

Relationship activity captured

Stripe payment ready

Ready for follow-up

Invoice status visible

Ready for follow-up

Pay invoice
Step 03

Proposal approval

Recipients can open a proposal and record their approval from your branded Portal.

Recipient action

Proposal approved

OK Approval recorded
OK Business notified
OK Invoice can be prepared next
View proposal
Workflow

A focused Portal for commercial documents.

The portal is intentionally centered on authenticated access to proposals and invoices, not project management or appointment booking.

01

Use an Every-branded subdomain

Your organization gets a {slug}.every.ai address; custom customer-owned domains are not currently offered.

02

Authenticate by magic link

Only authorized recipients can access their shared proposals and invoices.

03

Review proposals

Recipients can open and approve proposals from your branded Portal.

04

Review and pay invoices

Recipients can open public invoice pages and use Stripe when online payment is enabled.

What it handles

Branded access to proposals and invoices.

The Portal shares authorized documents while your internal Network and operating work remain private.

Branded Every subdomain

Use a {slug}.every.ai destination with your organization name, logo, and brand color.

Magic-link authentication

Authorized recipients use a time-limited email link to start a Portal session.

Invoice access

Recipients can view shared issued invoices and open the public payment experience.

Proposal access

Recipients can view and approve shared issued proposals.

Internal workspace separation

Portal users do not receive access to your internal CRM, notes, or agent workspace.

“Finally one place for everything instead of ten tabs.”
Saurabh Suri

Saurabh Suri

AI PM Lead, Red Brick Labs

Try the workflow free.

14-day free trial — no credit card required.

FAQ

Questions about Portal.

What is the Portal?

Every’s Portal is a magic-link-protected {slug}.every.ai page where authorized recipients can view proposals and invoices shared with them.

Does Every include branded Portals?

Yes. Every provides branded subdomains on every.ai for sharing proposals and invoices. Custom customer-owned domains are not currently supported.

Does the portal include project files, tasks, or appointment booking?

No. The current Portal is focused on proposals and invoices. It does not provide a shared project workspace, receipt library, task list, or appointment-booking page.

Can recipients pay invoices through the Portal?

Recipients can open a public invoice page from their Portal and pay through Stripe when online payment is enabled for that invoice.

Put Portal to work in Every.

Connect your inbox and LinkedIn, and Every builds your CRM and starts finding warm leads.

14-day free trial — no credit card required