Version 7_FINAL_v2
Three people at the client edit the release in three different threads, and nobody is sure which wording was signed off.
Software for PR firms
Release approved. Coverage shared. Nothing left in a forwarded email.
Portalstack gives PR firms one branded place to brief, get releases signed off, report on coverage and handle sensitive material, so the story only goes out when the client says so.
14-day free trial · No credit card · Clients are always free
In PR, timing is the whole job.Email makes it far too easy to get wrong.
Embargoed news, one forward away
An unannounced acquisition or a draft crisis statement sitting in inboxes is a leak waiting to happen.
Reports nobody can find
The monthly coverage report goes out as an attachment, then gets requested again before the quarterly review.
How PR work flows through Portalstack
From brief to coverage, on the record
Each part of a campaign has its place in the client’s portal, and every approval carries a time and an IP address.
Media briefs without the back-and-forth
Collect campaign goals, key messages, spokesperson details and no-go topics in a briefing form. Conditional logic shows launch questions only for launches.
- Spokesperson bios and headshots via file upload fields
- Common fields, so clients never repeat company details
- Comment on answers and ask for more detail
Releases approved in one place
Publish the draft release to the client’s portal. They comment, you revise, they approve. Edit after approval and the approval resets, so the signed-off wording is always clear.
- Comment threads on each document
- Approval stamped with time and IP address
- Bulk reminders for releases awaiting sign-off
Coverage reports with a permanent home
Drop each month’s coverage report into the client’s reporting folder and notify them. Embed a live Google Sheet coverage tracker beside it.
- Preview PDFs without downloading
- See when a report is opened or downloaded
- Labels to sort reports by campaign or month
A data room for the sensitive stuff
For embargoed announcements, crisis holding statements or a deal you’re helping to announce, open a data room. Visitors accept an NDA before they see anything.
- Watermark PDFs “Private & Confidential”
- Switch downloads off per file
- Activity feed of every login, preview and download
Monthly retainers that bill themselves
Set up recurring invoices through your own Stripe account. Clients pay by card in the portal and see their invoice history in one place.
- Monthly, weekly or yearly billing
- Pause, resume or cancel a retainer
- Automatic payment reminders
Why PR firms choose it
Built for deadlines, discretion and many stakeholders
Every client stakeholder
Add the CMO, the comms lead and legal to the same client account, with a named primary contact.
Know when they’ve read it
Get notified when a client opens a release, approves it or downloads a report.
Retainer agreements signed fast
Send your agreement or NDA as a PDF for e-signature, with a signing certificate showing sent, viewed and signed times.
Requests in one queue
Clients raise new requests, like a reactive comment or an award entry, and your team assigns and tracks them.
Media training notes on tap
Keep interview tips, messaging houses and brand guidelines in a knowledge hub for each client, or for all of them.
Pitch new business
Send proposals with pricing tables, past campaign galleries and a video, then let the prospect approve online.
Crisis-ready
When something breaks, the documents don’t leak
A data room lets you share holding statements, Q&A documents and background with exactly the people who need them, from the client’s board to outside counsel.
- User groups decide who sees which folders
- NDA gate with a downloadable register of signatures
- Password-protect the room link if you need to
- Activity feed shows who opened what, with IP addresses
Not in PR?
Portalstack for other professions
FAQ
Questions PR firms ask
How do clients approve a press release?
Publish the release as a document in their portal and configure approval. The client reviews it, comments if needed and clicks approve. You get a record with the time and IP address.
What happens if the release changes after sign-off?
Any edit after approval resets the approval status, so the client needs to approve the new version. You always know which wording was signed off.
Can I stop confidential documents being downloaded?
In a data room you can switch downloads off per file and watermark PDFs and images with custom text. Downloads can also be turned off per file in client file sharing, though watermarking is a data room feature.
Can I share coverage reports with several people at the client?
Yes. Add multiple users to the client’s account. Everyone sees the same reporting folder, and you can see who opened each report.
Which plan includes data rooms and retainer billing?
Data rooms, proposals and invoicing are on the Premium plan at US$39 per internal user per month. Clients are always free.
Get started
Run your next launch from one portal
Set up your branding, send a briefing form and get your first release approved on the record.
Start free trial14-day free trial · No credit card · Clients are always free