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CLIENT PORTAL FOR AGENCIES

One link.
Every next step.

Bring requests, files and approvals together in a portal built around the engagement.

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Acme Studio/Website redesign
Client view · Example

YOUR PROJECT, AT A GLANCE

Looking good, Alex.

The homepage is ready. Your feedback is next.

YOUR NEXT STEPReview the homepageTake a look. Tell us what you think.
  1. Brief received
  2. Design ready
  3. Your review
  4. Next delivery
Shared context. Clear next steps.YOUR CLIENT EXPERIENCE, UNDER YOUR BRAND.

THE DETAILS THAT MATTER

Less searching.
More shared context.

01

One engagement. Shared context.

A website project, a consulting engagement and an ongoing retainer need different inputs. Organize the client experience around the agreed work: what you need, what is ready and what happens next. Your client gets a clear place to respond without sorting through your team's internal task list.

02

Make the next action clear.

An upload, a response and a review are different jobs. Give requests specific instructions and keep the response connected to the work it supports. When the team shares an update, include the decision or input needed from the client.

03

Keep your delivery workflow.

Use the portal for the work you share with clients while your team continues managing delivery. Review generated content before publishing it. Discuss branding, access and your required integrations with us when choosing a plan; those requirements should be part of your evaluation from the start.

FROM YOUR TEAM TO YOUR CLIENT

A clear update.
With your review built in.

Check the source, edit the draft and follow the example into the client view.

YOUR WORKSPACEInteractive example
WEEKLY CLIENT UPDATEDraft · review needed

Website redesign

The new homepage is ready for review. We’ve completed the layout and checked it across desktop and mobile. Please share your feedback before we move on to the remaining pages.

↳

The next stepShare homepage feedback before the next phase.

DraftYour reviewClient view

GOOD QUESTIONS

A little more clarity.

Talk to us
How is a client portal different from a shared folder?

A folder stores files. A client portal adds the requests, context and next steps around them. It helps clients understand what a file is for and what response your team needs.

Can small agencies use Angelwood?

Yes. The workflow is relevant to small agencies and consultants as well as larger teams. Compare the client and seat limits on the pricing page against the engagements you run.

Can we use our own branding?

Branding requirements vary: a logo, custom colors, a custom domain and removing vendor branding are different capabilities. Confirm the options and plan eligibility for your rollout with our team.

KEEP THE WORK MOVING

The next useful step.

Client Onboarding Software for Agencies & ConsultantsClient Document Request Portal & Collection WorkflowClient Management Software: Is Angelwood the Right Fit?

THE CLIENT EXPERIENCE, IN ORDER

Give your clients a clear next step.

Bring the work you share with clients into one place.

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