Agency Client Portal: A Complete Guide to Better Client Delivery

What an agency client portal needs for project visibility, milestone approvals, files, revisions, invoices and payments.

What is an agency client portal? A private space where a client follows progress, reviews files, approves milestones, requests revisions and understands payment status.

Make the next action obvious The client should immediately know whether the agency is working, a review is ready or information is missing.

Keep feedback beside delivery Attach comments, revision requests and approvals to the milestone or file they concern.

Protect internal information Do not reveal private team conversations, other clients, internal costs or freelancer payouts.

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