Agencies · In build · early access
Client Portal for Agencies
One portal where clients see progress, without messaging you.
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The problem
What wasn't working.
Agency owners we spoke with manage clients through a mix of Trello boards, shared Google Drive folders, Asana or ClickUp, email reports and calls. It works, but clients need a nudge to check those tools and keep messaging the owner directly for updates.
- Client updates spread across Trello, Google Drive, Asana/ClickUp, email and calls.
- Clients need a nudge to check those tools, so they message the owner instead.
- Hours go into status updates and reports every week.
- Onboarding each new client is manual and scattered.
What we built
One system, built around them.
A client portal that brings timelines, deliverables and updates into one simple, branded place for each client — with automatic notifications so clients know when something changes without asking.
- A branded portal per client with timelines, deliverables and updates.
- Approvals and feedback inside the portal instead of email threads.
- Automatic notifications when something changes.
- An internal view to manage every client from one place.
Where it stands
Shaped by conversations with agency owners. Early version rolling out to agencies now.
Your business could be next.
Not in this industry? It doesn't matter. Tell us how your team works today and we'll show you what we'd build.