In practice
Client Portal Software for Agencies
Clients land in a portal that looks like you, logo, colors, custom domain. They see projects, deliverables, tickets, and chat without the internal noise. Invited clients can complete a six-step onboarding wizard that seeds the Client Vault with company details, brand assets, goals, audience, access notes, and kickoff answers. You look like the polished studio you are.
Clients should feel your studio, not a generic SaaS shell. Logo, colors, domains, client-safe delivery views, and an onboarding wizard that fills the vault make the portal the product they recognize.