Questions, answered.

ClientAI is designed for agencies that need to manage client relationships, projects, deliverables, feedback, approvals, and team operations in one workspace. Web design agencies, branding studios, and creative teams are its primary audience.

Yes. Add your agency's logo and brand colors, and your workspace gets branded login, sign-up, and password-reset pages that your clients use to reach their portal. Workspaces live on a ClientAI web address; custom domains for the workspace aren't available today.

Yes. The client portal lets clients view their projects, documents, deliverables, assigned agency team, and messages. They can also submit requests with attachments, complete your onboarding questionnaire, and review deliverables.

Yes. Upload deliverables as versions and submit them for review. Clients pin comments to a specific spot on a version, your team replies and resolves them, and clients either approve the version or request revisions. Project phases can also be signed off by the client.

The agency side includes a lead pipeline with stages from first contact to won or lost, lead activity for calls, emails, meetings, and notes, contacts with tags and touchpoints, and one-step conversion of a lead into a client.

Yes. AI-assisted workflows include lead scoring, suggested lead details, proposal and outreach email drafts, inbox reply suggestions, note summaries with action items, project health checks, and agency-level summaries. AI output is a draft for your team to review, and availability depends on the platform's AI configuration.

Each agency works in its own workspace, and ClientAI scopes data access to the workspace a user belongs to. Clients see the projects and information your agency shares with them in their portal.

Yes. Invite team members by email, assign roles such as Admin, Designer, Developer, Project Manager, or Sales, and manage your team's membership from the Team page.

Clients get a simple portal with their projects, deliverables to review, documents, and messages. They create a login from your email invite, and reviewing a design is a matter of clicking where they want to comment and choosing approve or request revisions.

You add clients, contacts, and projects directly in ClientAI; there's no bulk import from other tools today. Leads from your website forms can be sent in automatically through the lead-capture API.

Yes. You can export your client list and your project list as CSV files from the Clients and Projects pages.

Start your free trial to create your agency account and workspace. Then add your logo and colors in Settings, invite your team, and set up your first client and project. When you're ready, invite your client into their portal.