Stop answering"any update?"
Your clients live in your inbox asking for updates, hunting for the file, wondering if their payment landed. Give each one a branded login on your own domain that shows their project status, deliverables, sign-off and invoices in one place. The email chase stops on both sides.
From booked to signed off, in one portal
A client is just a user enrolled in one of your project services.
Sell the project as a service
Package the engagement as a service with an intake form. The client pays, then fills the brief, so work starts only once you are booked.
They get their own login
Enrolling hands the client a dashboard on your domain. No separate client system to build, just a user with access to their work.
They watch it move
Status, deliverables and invoices in one view for them, while your team runs delivery on the project board.
Delivery your clients can watch, not chase
The intake form becomes the brief, then work moves through clear stages: submitted, reviewing, in progress, delivered, revision requested and completed. The client sees exactly where their project sits without asking.
Tasks, stage gates and final sign-off live in the portal, so approvals stop hiding in your inbox. File handoffs use shared Google Drive, Dropbox or OneDrive links, and your team runs every project from one kanban board.
Get paid up front, stop chasing later
Payment is collected before the brief through your own Stripe account, so work starts only once you are booked. Stripe Tax handles VAT at checkout, and there is no platform fee on what you bill.
Every client sees their own invoices in the dashboard, right next to the work they paid for. No separate accounting tool, no emailing you for a copy.
It looks like you built it
The portal runs on your own domain or a subdomain like clients.youragency.com, with your logo and colors across the dashboard and checkout. Emails send from your own address through your SMTP, so confirmations come from your agency, not a third party.
Clients never see our name. To them, the portal is simply how your agency works, which is exactly the impression a premium retainer should give.
Everything a client sees, in one login
Delivery, invoices and your brand, with no extra tools to wire up.
Project delivery board
Phases, status flow, revision rounds and sign-off on a built-in kanban board.
Brief from intake
The intake form becomes the brief, captured after payment so work starts booked.
Client invoices
Each client sees their own invoices next to the work, billed through your Stripe.
Simple client login
One login on your own domain, on any device, gives each client their projects and invoices.
Your custom domain
Run the portal on your own domain with SSL handled, no platform address.
Your brand
Logo, colors and emails are all yours, so clients never see ours.
What delivers this: the product types and features behind this setup.
Project delivery
Sell a service, collect the brief and deliver the work on a board the client can follow.
Project board
Every paid service opens a project with a brief, clear phases, revisions and a final sign off.
Access control
Decide who can see and who can buy each product, with private visibility and an email whitelist.
Client portal questions
How agencies set up portals and run delivery.
Give clients a portal instead of your inbox
Projects, deliverables, sign-off and invoices in one branded login on your own domain, so the "any update?" emails stop. See the plans, or book a call and we will help you set it up.