Give clients a window into their projects
Impress clients with a dedicated portal where they can follow project progress, view documents, track tasks, and provide feedback. Agency OS builds trust through transparency.
Create your first portalHow it works
The client portal bridges the gap between your team and your clients. When your team completes tasks, uploads documents, or hits milestones, clients see the progress in real time through their portal. There's no need for status update emails or scheduled calls just to share progress. The portal is automatically generated from your project data — set up a client, link their projects, and share the link. Clients get a professional dashboard that reflects your work quality.
Why use a client portal?
What you can do
Dedicated client dashboard
Each client gets a professional dashboard showing their active projects, recent updates, and key milestones.
Real-time progress tracking
Clients see task progress, completed deliverables, and upcoming milestones updated in real time.
Document sharing
Share briefs, deliverables, and files through the portal. Clients access everything in one organized place.
Feedback & approvals
Clients can review deliverables and provide feedback directly in the portal. Streamline approvals.
Shareable project links
Generate unique project links for each client. Easy to share, professional to use.
Controlled access
Clients see only what you share. Full control over which projects, tasks, and documents are visible.
Set up in minutes
Set up the portal
Create a client profile and link their projects. The portal is automatically generated with project data.
Share with your client
Send the portal link to your client. They can access it instantly from any device.
Collaborate transparently
Clients follow progress, review deliverables, and share feedback. You stay focused on the work.