Client Portal for Small Agencies
One branded link where a client sees progress, files, approvals and invoices.
Problem & target users
Agencies scatter client work across email, Drive and chat, so clients ask for status updates constantly and approvals get lost.
Who it's for: Design and marketing agencies, freelancers with retainer clients, consultancies.
Proposed solution
A branded portal per client with live project status, deliverable files, an approval workflow with comments, and invoice visibility.
Features
- Branded per-client portal with custom domain
- Deliverable approvals with threaded comments
- File library with versioning
- Invoice and payment status
- Client-visible project timeline
Difficulty & tech stack
Difficulty: Intermediate
Monetization & pricing
- Per-agency subscription tiered by client count
- White-label add-on
Suggested pricing: Solo $19/mo (5 clients), Studio $49/mo (25 clients), Agency $129/mo unlimited.
Customer acquisition
Agency owner communities, comparison content against sending Drive links, and a free plan for a single client.
First 10 customers: Offer to set up the portal personally for 20 freelancers in design communities, migrating their current client into it live on a call.
Build steps
- Model agencies, clients, projects and deliverables
- Build client auth with magic links
- Build the approval and comment workflow
- Add file versioning and storage
- Add branding and custom domains
- Add billing tiers
Risks & challenges
- Clients resist yet another login
- Crowded category with cheap incumbents
- White-label domains add support burden
Ready to build it?
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