Client Portal for Agencies
Agencly gives every client their own portal: projects, milestones, invoices, contracts, meetings, and shared documents in one place. Clients stop chasing email threads and start checking one link.
The problem
Without a client portal, agencies live in email: status updates, invoice PDFs, contract signing, meeting links, and file deliveries all scattered across threads. Clients miss messages, agencies re-send attachments, and nothing is auditable. A client portal centralizes the whole relationship.
What you get
Project visibility
Clients see the projects they are part of: status, milestones, and deliverables, updated in real time.
Invoices and payment status
Clients view invoices and payment status in their portal. Fewer 'where is my invoice?' emails.
Contracts and e-signatures
Proposals and contracts open right in the portal with built-in e-signatures. No separate signing tool.
Shared documents
Share Google Docs and Sheets with specific clients and team members. Unlinked files stay private to the owner.
Meetings
Scheduled meetings appear in the client portal with join links, so the call info is never buried in email.
Messages
Built-in messaging keeps client communication in one auditable place instead of mixed inboxes.
Frequently asked questions
Do clients need an account to use the portal?
Yes, they sign in with their own account and see only what the agency has shared with them.
Can I control what each client sees?
Completely. Projects, documents, invoices, and files are linked to specific clients. Nothing leaks across clients.
Is the portal branded?
The portal carries the Agencly workspace branding and your agency name, giving clients a consistent professional experience.