Client Portal

A client portal is a secure, branded workspace where clients access files, review deliverables, track project status, send requests, and communicate with your team. It keeps client work, messages, and billing in one place.

Example

A productized design agency uses a client portal to collect onboarding forms, share drafts through secure file sharing, gather approvals, send invoices, and accept payments. Clients can log in to see due dates, download files, and track progress without asking for an update by email.

The agency can set user permissions for sensitive information, apply its logo and custom domain, and connect the portal to project management and billing tools. That shared workspace gives clients visibility and keeps internal teams out of scattered email threads.

Related terms

Client Workspace White-Label Platform Project Dashboard

Related article

What Client Portals Actually Do (And When You Need One)
Client Pitch Client Segmentation

Put agency knowledge into practice with the right tools.

Start free trial
Your Wayfront demo

Let’s see if Wayfront fits your business.

Do you sell repeatable digital marketing services, or plan to?

Think SEO packages, link building, or monthly content. Services you deliver through a similar process for different clients.

Count yourself and any regular contractors.

You’ll pick a time next.

Pick a time that works for you. Your email is already filled in.

Loading available times…