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 your firm: 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.
Common mistakes
- Building it yourself and never maintaining it.
- A generic, unbranded experience clients ignore.
- Making it so clunky clients never log in.