How to use
Hublumen.

Welcome to Hublumen.

Hublumen is a comprehensive client portal and project management platform designed specifically for digital agencies. A centralized hub for managing client relationships, projects, communications, and deliverables — without the bloat.

What you can do

A quick tour of what's in the platform. Each capability has its own deep-dive section in the navigation — this is just the lay of the land.

Our design philosophy

Hublumen prioritizes clarity over features. Every screen is built so your clients can self-serve without a tutorial — no training videos, no "where do I find...?" emails, no friction. Read the quick start to see what we mean.

Up and running
in five minutes.

Get your workspace live, your team invited, and your first client onboarded — without ever opening a support ticket.

For agencies

1. Sign upVisit /signup and create your agency account. The 14-day free trial starts the moment you confirm your email.
2. Complete onboardingSet your company profile, brand colors, and workspace preferences. This is what your clients will see when they log in.
3. Invite your teamAdd team members and assign roles — Admin, Staff, or limited per-project access.
4. Add clientsInvite clients to the portal or convert onboarded users into active engagements.
5. Create your first projectSet up timelines, deliverables, and team assignments. Your client sees real progress, not status emails.

Three roles. Clear permissions.

Hublumen ships with three role types out of the box. Granular per-project permissions are available on Professional and above.

• Admin —Full access to settings, billing, team management, and all client workspaces.
• Staff —Access to assigned projects, can message clients, manage tasks, and upload files.
• Client —View their projects, approve deliverables, message your team, and download files.

Your command center.

The dashboard is the first thing you see when you log in. Active projects, pending approvals, recent messages, and outstanding invoices — at a glance.

Customize widgets under Dashboard → Customize to surface the metrics that matter to your agency. Common setups include weekly throughput, this-week deliverables, and outstanding billing.

One place
for every client.

Add clients, invite them to the portal, manage their access, and track everything they touch — from the first inquiry through every deliverable.

Clients can be added manually from Clients → New, or by sending a self-service onboarding link. Self-service is recommended — it captures everything you need without back-and-forth emails.

Track every engagement.

Projects are the heart of Hublumen. Every engagement gets its own workspace with tasks, files, messages, milestones, and a timeline your client can self-serve.

Use project templates to skip the setup work for recurring engagement types — brand refreshes, web builds, retainers. Templates live under Settings → Templates.

Bring your whole team.

Invite teammates, assign roles, and control what they see. Hublumen scales from solo freelancer to 50-person agency without changing the way it feels.

What your clients see.

The client view is intentionally simple — projects, files, messages, support. No clutter, no admin views, no exposed internals.

Versioned. Searchable.

Every deliverable lives in one structured archive. Drop a file, share a link, done. Full version history on every file.

Threaded by project.

Real-time chat threaded by project. Stop losing context in scattered email threads — every conversation lives where it belongs.

Pipelines and deals.

Built-in lightweight CRM for tracking leads, deals, and conversion. Designed to handle agency sales cycles without becoming a second full-time tool.

stripe, built in.

Send invoices, accept payments, track outstanding balances. Native Stripe integration — no spreadsheets, no follow-ups, no awkward conversations.

One source of brand truth.

Logos, colors, typography — always up to date. Your clients always grab the right asset, at the right size, every time.