Everything Your Clients Need, Nothing They Don't
Give your clients a professional portal experience that makes working with your agency effortless.
Clients log in to a clean dashboard showing active projects, pending requests, recent files, and outstanding invoices. Everything they need is one click away -- no training required.
Invite clients via email with instant portal access. They create accounts, accept invitations, and start submitting requests immediately—no training needed with the intuitive interface.
Clients submit requests through customizable intake forms with file uploads. Track status in real-time (pending, in progress, review, completed) with automated notifications at each stage. Requests feed directly into your project management workflow.
Unlimited file storage with organized folders per project. Clients upload briefs, reference materials, and feedback. You share deliverables, proofs, and final assets—all version-controlled and accessible.
Project-based conversations keep discussions organized. Clients comment on specific projects, attach files, and receive email notifications. No more lost emails or confusing threads.
Clients view all invoices, payment history, and outstanding balances through the portal. Pay invoices instantly with Stripe—credit card or bank transfer. Powered by AgencyPro's billing and invoicing engine.
A Professional Client Experience
Clients get a polished portal with everything they need -- project visibility, document access, and direct communication with your team.
Custom Domain
Point app.youragency.com to your portal. Clients never see a third-party URL.
Full Visual Control
Logo, colors, fonts, and custom CSS. Match your website down to the hex code.
Branded Emails
Notifications, invites, and invoice emails carry your agency name and logo.
Zero AgencyPro Branding
No "Powered by" badges, no third-party footers. The portal is 100% yours.
What Your Clients Experience
From their first login, clients get a clean dashboard with everything they need -- no training required.
Clients accept an email invite and land on their personalized dashboard in seconds.
Status changes, new deliverables, and messages trigger email notifications automatically.
Fully responsive portal works on any device -- clients review and approve work on the go.
Clients invite their own teammates with separate logins and shared project access.
Fewer "Where's My Invoice?" Emails
When clients can check project status, download files, and pay invoices themselves, your team stops fielding repetitive requests.
Client Satisfaction
Dramatically higher with a branded portal
“The custom branding feature is my absolute favorite part — it allows me to invite clients to a portal that looks and feels like my company, not third-party software. This branding has significantly increased my clients’ trust.”
Frequently Asked Questions
Can I customize the client portal with my branding?
Yes. You can add your logo, brand colors, custom CSS, and connect your own subdomain (e.g., app.youragency.com). On supported plans, AgencyPro branding is removed entirely so clients see only your brand. Read our guide on how to set up a client portal for step-by-step instructions.
What can clients do in the portal?
Clients can view project progress and status updates, submit new requests through customizable intake forms, approve deliverables, share and download files, communicate with your team through project-based messaging, view all invoices, and make payments via Stripe. The portal gives them a single place to manage their entire relationship with your agency.
Is the client portal mobile-friendly?
Yes. The portal is fully responsive and works on desktop, tablet, and mobile devices. Clients can submit requests, review deliverables, send messages, and pay invoices from any device. Email notifications alert them to new activity so they can respond on the go without needing to check the portal constantly.
How many client users can I have?
There is no limit on client users on any plan. Invite as many client contacts as needed at no additional cost. Each client can also invite their own team members — for example, a marketing director and a project coordinator — with separate logins and access to the same projects and files.
Can clients submit requests through the portal?
Yes. You create customizable intake forms with the fields you need — project type, description, attachments, deadlines, and any custom fields. When a client submits a request, it appears in your project queue with all the context attached. You can set up different request forms for different service types (e.g., design requests vs. content requests). For more tips, see our client portal best practices guide.
How does the client portal compare to tools like Copilot or SuiteDash?
AgencyPro combines the client portal with project management, time tracking, invoicing, and CRM in one platform. Tools like Copilot and SuiteDash focus primarily on the portal experience. With AgencyPro, your team manages projects and tracks time in the same system where clients see progress — no integrations needed between separate portal and PM tools.