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Client portal

A portal that looks like your agency.

Give every client one place to follow their projects, review deliverables, share files, and talk to your team — under your logo and colors, not ours.

Start Your Free Trial What clients see

What clients see

Everything waiting for them, the moment they sign in. Designs to review, projects in flight, recent deliverables, and messages from your team. They only ever see their own projects.

  1. My Projects

    Progress, phases, and the deliverables in each project.

  2. Documents

    Project files your team shares, and files clients upload for you.

  3. Messages

    Direct conversation with the people assigned to their work.

  4. Service Menu

    The services your agency offers, so clients know what else you can help with.

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Workspace branding

Your logo. Your colors. Your login page.

Upload your logo and set primary, secondary, and accent colors in Settings. ClientAI applies them across your workspace and every client's portal, including branded sign-in, sign-up, and password-reset pages.

Good to know: your workspace lives on a ClientAI web address. Custom workspace domains aren't available today.

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What clients can do

Fewer follow-ups, because clients can act on their own. The portal isn't a read-only status page — clients move work forward from it.

01

Review and approve

Pin comments on a deliverable version, approve it, or request revisions. Sign off a project phase to unlock the next one.

02

Submit requests

Send a change request or new idea with an attachment, then follow the conversation in the request's comment thread.

03

Complete onboarding

Answer your onboarding questionnaire after watching your welcome video and reading what happens next.

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Inviting a client takes an email address.

Add a client contact and send an invite. They create their login from the invite link and land in their portal, ready to see the projects you've shared with them. Clients don't need a ClientAI subscription of their own.

See design approvals Portals for branding studios

Start today

Give your clients a portal worth logging into.

Set up your branded workspace, invite a client, and share their first deliverable.

Start Your Free Trial Take the product tour

One workspace. Better collaboration. More organized delivery.