Assets scattered everywhere
The logo is in one email thread, the fonts behind a transfer link that expired last week, the photography “coming soon”.
Client portal for agencies
Less account admin. More time on the work clients hired you for.
Marketing, creative and digital agencies use Portalstack to send proposals, gather briefs and brand assets, show project progress and bill retainers, all from one portal with your agency’s logo on it.
14-day free trial · No credit card · Clients are always free
Great work stalls on small things.A missing logo file. An unanswered brief. An unpaid retainer.
Approvals lost in the inbox
“Looks good” in a reply-all is not a sign-off you can point to when the scope starts to creep.
Kickoffs that drag on
Weeks pass between “we’re in” and a completed brief, while your team waits to start.
From pitch to retainer
Your agency workflow, in one portal
Each stage of the client relationship has a home, so account managers stop stitching together email, file links and spreadsheets.
Proposals that sell your thinking
Build multi-page proposals with cover images, case-study galleries, a video walkthrough and a pricing table for each package. Clients approve online.
- Pricing tables with quantity, discount and tax
- Embed a YouTube, Vimeo, Wistia or Vidyard pitch video
- Approval logged with time and IP address
Creative briefs clients actually complete
Turn your discovery questions into a brief form with conditional logic, so a website client never sees the questions meant for a social campaign.
- Auto-assign your kickoff brief to every new client
- Comment on an answer or ask for a resubmission
- Export a finished brief to PDF for the team
Every brand asset, in one folder
Send an upload request that lists exactly what you need: logo files, brand guidelines, product shots, copy decks. Clients can upload without logging in.
- Upload links list each file you’re waiting on
- Portal requests with automatic reminders
- Notified the moment a file lands
Project progress clients can see
Share a milestone board for each project and embed the Trello, ClickUp or Miro board your team already works from, right inside the client’s portal.
- Milestones with due dates, checklists and comments
- Per-client embeds: Trello, ClickUp, Miro, Google Sheets
- Service requests for new work and change requests
Retainers billed on autopilot
Set up a monthly recurring invoice through your own Stripe account. Clients pay by card in their portal and can save a card for next month.
- Weekly, monthly or yearly recurring billing
- Pause a retainer between campaigns, then resume
- Automatic payment reminders
Built for agency life
The details account managers care about
Your brand, front and center
Your logo, colors and login page image. Clients see your agency, and sign in at your own Portalstack URL.
Sign-offs on the record
Clients approve concepts, scopes and statements of work in the portal. Edit a document after approval and the approval resets.
Contracts signed in minutes
Upload your master services agreement as a PDF, drag in signature and date fields, and send it with automatic reminders.
Everyone on the client side
Invite the marketing manager, the brand lead and the founder to the same client account, with one primary contact.
Share deliverables properly
Publish final files to the client’s folder, choose what’s visible, switch downloads on or off and see who opened what.
A home for your how-tos
Share guides on how to give feedback, how to log in to the CMS or how your approval process works in a knowledge hub.
Fewer revision rounds
Feedback with context, not another reply-all
Comment threads on proposals and documents keep the conversation next to the work. When a client signs off, you have the approval, the time and the IP address on file.
- Require a linked form, such as a final brief, as part of approval
- Bulk reminders for documents still waiting on sign-off
- Notified when a client opens or approves a document
Who else uses Portalstack
Portalstack for other professions
FAQ
Questions agencies ask
Can I embed our Trello, ClickUp or Miro boards?
Yes. You can embed Trello, ClickUp, Miro, Google Sheets and Calendly per client, so each client sees their own board inside their portal.
How large can asset uploads be?
Each file can be up to 50 MB, and paid plans include 100 GB of storage. That covers logos, brand guidelines, photography and copy decks. For raw video or very large design files, keep using your usual transfer tool and share the link.
Can clients approve creative concepts in the portal?
Yes. Publish a document with your concepts, images or video, then configure approval. The client approves in the portal and you get a time- and IP-stamped record. Any later edit resets the approval.
Which plan do I need for proposals and retainer billing?
Proposals and invoicing are on the Premium plan at US$39 per internal user per month. Pro at US$29 covers forms, file collection, e-signatures, milestones and embeds. Clients are always free.
Do clients need to set up a password?
No. Clients sign in with a one-time code sent by SMS or email, in any browser on phone or desktop.
Get started
Give your next client a kickoff they’ll remember
Add your logo, send your first proposal and collect the brief before the kickoff call.
Start free trial14-day free trial · No credit card · Clients are always free