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Client portal for agencies

Give every client one place to see, approve, sign and find everything.

A real login for each client - their projects, what is waiting on them, reviews to approve, contracts to sign, invoices, files and the handover. Under your name.

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  • Free plan with every feature
  • Unlimited people
  • No card required
01 - The problem

Updates by email, files by WeTransfer, approvals in WhatsApp, invoices as attachments. The client cannot find anything, so they ask - and you rebuild the answer every time.

  • "Can you resend the latest version?"
  • "Which design did we agree on?"
  • "Where are the logins for the website?"
  • "What do you need from us this week?"
02 - How it works
  1. 01
    Your team

    Invite the client

    A real login per person at the client - not a shared link. They can add their own team, who get delivery-only access.

  2. 02
    Your client

    First login: a short onboarding

    A checklist for their first visit, then their projects with progress and what is waiting on them.

  3. 03
    Your client

    Review and approve

    Designs, pages and builds shared for review. They pin comments on the exact spot, vote between options and sign off.

  4. 04
    Your client

    Sign and see the money

    Contracts read and signed on the page. Invoices visible in the portal. Billable time on their project, without names or rates.

  5. 05
    Anyone

    Talk where the work is

    Client-facing chat rooms, shared notes and files - inside the project, not in a thread you have to forward.

  6. 06
    Your client

    Keep everything at the end

    The handover: final files, live links, repositories and credentials, kept for them after the project closes.

03 - Who does what

Your team controls

  • Which projects each person sees
  • Files: internal, project or client-visible
  • Notes: private, team, or shared with the client
  • Internal comments that never reach the client
  • Portal branding: colours, name, logo

Your client does

  • Approves designs and builds
  • Signs contracts on the page
  • Adds their own team members
  • Adds tasks on their own projects
  • Runs a small CRM of their own, free

Happens on its own

  • Emails in your agency's name and colour
  • A notification when a review needs them
  • A weekly digest of how their work moved
  • Project history kept by phase
  • Credentials listed without ever reaching the browser
04 - Everything in it

Their projects

Progress and what happens next.

  • Project progress and status
  • Checklist items waiting on them
  • Their own tasks on their projects
  • Project history across every project

Decisions

Approvals that hold up later.

  • Design and development reviews
  • Pinned comments and votes
  • Sign-off sealed with a fingerprint
  • Wireframes: keep, change or drop per screen

Paperwork

Contracts and invoices, readable.

  • Contracts signed on the page, as a real PDF
  • Request changes or decline with a reason
  • Invoices to view - record-keeping, not payment
  • Billable time on their project

Files and knowledge

Nothing to hunt for.

  • Client-visible files with previews
  • Shared notes
  • References and links
  • The handover vault at the end

Their own team

Added by the client.

  • Client team members, labelled distinctly
  • Delivery-only access
  • Chat with the people on their projects
  • Performance reviews for their own staff, private from you

Your brand

It looks like you.

  • Your agency logo everywhere
  • Light and dark logos
  • Per-client portal colours, name and CSS (white-label)
  • Emails carry your name and colour
Connected

Reviews and approvals

Pinned comments, rounds and sign-off

Learn more

Projects and tasks

Boards, checklists, timelines and time

Learn more

Proposals, contracts and invoices

From proposal to signature to invoice

Learn more

Handover

Everything the client keeps at the end

Learn more

Project knowledge

Notes, tables and files with the work

Learn more

CRM and lead sources

Leads that arrive by themselves

Learn more
Why WorkTogethr

Most agencies under 200 people run eight or more tools that do not know the client exists. WorkTogethr is one place for the work, the client and the business around them.

What you need to doWhat agencies usually useIn WorkTogethr
Plan and run client projectsA project tool such as ClickUp, Asana or monday.comProjects, boards, a timeline and service checklists
Show the client progress and what they oweStatus emails and shared drivesA login per client, on the same project
Feedback pinned on designs and websitesA proofing tool such as Markup.io or BugHerdReviews with rounds and a sealed sign-off
Leads and follow-upsA CRM such as HubSpot or Pipedrive, plus Make.com and a sheetLead ads, forms and WhatsApp straight into the CRM
WhatsApp with leadsOne person’s phoneA shared WhatsApp Business inbox; every chat a deal
Proposals and contractsGoogle Docs and an e-signature tool such as DocuSignProposals and contracts signed on the page
Invoices and what is outstandingA spreadsheetLine-item invoices and payments recorded
Briefs, sign-ups and surveysGoogle Forms or TypeformForms whose answers become table rows
Leave, onboarding and reviewsSpreadsheets, or an HR tool such as BambooHRLeave balances, signed HR documents, monthly reviews
Each client’s SEO, analytics and adsSeveral dashboards and a report built by handGrowth: each client’s numbers with what stands out
Hand the project overWeTransfer and an email of passwordsAn encrypted handover the client keeps

Products are named as examples of their category. We do not list what they lack - check each one’s own site; ours is on the pages linked above.

  • Your client is inside itEvery client logs in to their own projects - approvals, files, contracts and invoices - instead of asking you by email.
  • Built in, not bolted onProjects, reviews, CRM, contracts, invoices, HR and a WhatsApp inbox share one workspace. Nothing to sync, nothing to pay for twice.
  • Every feature on every planThe free plan has every feature. Paid plans add capacity - clients, projects, storage - never features.
  • Sized for 2 to 200 peopleUnlimited people, no per-seat pricing, and roles for owner, project managers, team, sales, HR and clients.
  • Agency defaults, day oneEleven service checklists, a review flow and a CRM ready for your trade - start working, not configuring.
  • Proof that holdsSign-offs sealed with a fingerprint, contracts signed with a certificate, every change in the activity log.
Coming from
Questions
What is a client portal for agencies?

A place where each client logs in to see their projects, approve work, sign contracts, view invoices and find files - instead of asking you by email. In WorkTogethr it is the same project your team works in, so there is nothing to update twice.

Do clients need a paid seat?

No. The plans count clients and projects, not client logins. Every plan has unlimited people.

Can clients see our internal work?

No. You choose which projects, files and notes are client-visible. Internal notes, internal comments on reviews and wireframes, and private files never reach them.

Can clients pay invoices in the portal?

No - invoices in WorkTogethr are records. Clients view them in the portal; you record payments when they arrive, and the outstanding amount is worked out for you.

Can I put my own branding on the portal?

Your agency logo shows on every plan. Full white-label - each client's portal in your colours, name and CSS - is on the plans that include white-label.

Can the client add their own colleagues?

Yes. Client team members are added by the client and get delivery-only access, labelled distinctly so you always know who is who.

Free plan with every feature. Bring one real client and see it work.

Try the demoBook a walkthrough