Clients

Fields#

A client record is the contact point for a person or organisation you do work for. The fields you'll set are:

Client name

required

The client's name (person or organisation). Required.

NIF

Portuguese NIF, max 9 characters. Optional, but strongly recommended for invoicing.

Email

Used for portal invites and event notifications.

Phone

Free-text phone number.

Address

Postal address.

City / Area

City or area.

Zip code

Postal code.

Portal access#

Optionally, a client can be given a portal login. Once that's set up, the client can sign in to the **client portal** — a separate, read-only view of the projects you've shared with them.

When you create the link from inside Vellum, the system can send the client a temporary password by email so they can set up their account. After that, they reset their own password from the portal.

What clients see in the portal: their projects, the current stage of each, and any files marked as visible. What they don't see: the rest of your firm's projects, your team, your calendar, your billing.

Deletion behaviour#

You can't delete a client that still has projects attached — the system blocks the operation. Reassign or delete those projects first, and then delete the client.

Like projects, client deletion is reversible — the record disappears from listings, but it can be recovered through support.