Client portal for agencies
Share project progress, files, milestone approvals, revision history and invoices while keeping internal agency information private.
Start with your projects, clients and team. Add financial and reporting workflows as your operation grows.
Client portal for agencies
Add the client to your agency and connect their orders to the existing client record. Manually onboarded clients receive access details by email. If they later need help signing in, an agency administrator can send login help from the client list.
Share the work for review, keep file versions and revision discussions with the project, and record approval through the delivery workflow. The client has a consistent place to find what needs attention instead of relying on scattered message threads.
Clients can review the invoices and payment records attached to their work. Retainers use a focused billing view, with the billing month, payment date and paid invoice accessible together. This helps both sides refer to the same record when discussing a payment.
Client access is scoped to the records intended for that client. Internal economics and team-only information remain separate. Before inviting your first client, test the portal with a sample order, verify what the client can see and agree on how your agency will request approvals.
Compare invoice records, payment follow-up and what to test before choosing an agency billing workflow.
Read guidePlan team availability and upcoming work before accepting another client deadline.
Read guideSet up client access, reviews, approvals and invoicing with a clear launch checklist.
Read guide