Own the status conversation before it starts. Clone the live Client Portal, publish it, and each client gets a branded page showing exactly where their work stands, which files are ready, and what you need from them next.
The scene this fixes: a Tuesday "just checking in" email that takes twenty minutes to answer properly, multiplied by nine active clients. Here they open the link, see the current phase and the two items waiting on their side, and the email never gets written.
What's Included
- Live status timeline: Current phase, what shipped, what is next — updated as the work moves, not as you remember to report it
- File shelf: Deliverables, contracts, and approvals in one place instead of an email thread
- Open-items list: What you are waiting on from the client, dated, so the ball is visibly in their court
- Client sign-off: Approvals captured in the portal with a timestamp
- Update automation: Triggers notify the client when a phase closes, so the page never goes stale
Plans and access
Publishing works on any plan. Custom domains are Pro and above, SSO/SAML is Business and above, and SCIM is Enterprise only. permissions control who on your side can edit.
Next steps
- Clone the app and set your phases to match how you actually deliver
- Publish one portal per client and put the link in your kickoff email
- Pair the client proof portal for review and approval rounds
- Feed finished phases into the Agency Client Portal for the retainer-wide view