Client portal
A secure, branded space where a client logs in to see deliverables, files, invoices and updates instead of chasing them over email.
For example, instead of digging through email threads, a client logs into their portal to download the latest designs, check which deliverables are in progress, view the current invoice and read your weekly update - all in one branded place that feels like an extension of your agency.
Why it matters to agencies: a client portal cuts the endless 'just checking in' emails, makes your agency look organised and premium, and gives clients a single source of truth. That visibility builds trust, speeds up approvals, and quietly reduces churn.
- Building it yourself and never maintaining it.
- A generic, unbranded experience clients ignore.
- Making it so clunky clients never log in.
What is a client portal?
A secure, branded space where a client logs in to see deliverables, files, invoices and updates instead of chasing them over email.
What should a client portal include?
Deliverables and files, invoices and payment status, project updates, and a place to message - everything a client would otherwise chase you for over email.
How is a client portal different from a project management tool?
A project management tool runs your internal delivery; a client portal is the polished, branded, client-facing view of just what the client needs to see.
Do agencies need a client portal?
Once you pass a handful of clients, a portal cuts status-chasing, looks premium, and reduces churn - which is why many agencies stand one up.