Sign-off is layered.
A deliverable needs the client lead, then their director, then procurement. One approval step is not enough.
FOR MULTI-TEAM FIRMS AND AGENCIES / FIRM TYPE
A client portal for multi-team firms
More clients, more approvers, more people who need the right access. Run every engagement through one portal with layered approvals and your own domain.
QUICK ANSWER
Angelwood gives multi-team firms layered approvals, roles and permissions, and a white-label portal on their own domain through the Agency plan.
WHO THIS IS FOR
Best for multi-team firms and agencies choosing a client portal that fits the size of the team and the number of clients today.
THE WORK BEHIND THE RELATIONSHIP
What gets in the way for multi-team firms and agencies.
Access has to be deliberate.
Different teams, different clients, different responsibilities. Everyone seeing everything is a risk.
The portal should be invisible.
Clients should see your firm on your domain, not a vendor.
Volume without the overhead.
Dozens of active engagements need the same care as one, without hiring for the admin.
MAKE IT PRACTICAL
How the portal works for multi-team firms and agencies.
Multiple approval steps.
Route a deliverable through the approvers the client requires and record each step. Agency plans include multi-step approvals.
See the workflowRoles and permissions.
Give teams and individuals the access their work needs and nothing more.
See the workflowCustom domain and white-label.
Serve the portal from your own domain with your branding throughout.
See the workflowUnlimited portals, one record.
Agency includes unlimited client portals, audit exports and write-back to supported project tools.
Explore the integrationTHE PLAN THAT FITS
Start on Agency.
For firms coordinating more clients and approvers. Prices are in US dollars per month. Change plans through billing settings as the firm grows.
ANGELWOOD / AGENCY
$499/ month
20 seats includedUnlimited client portals
INCLUDED
Compare every plan- Everything in Growth
- Multiple approval steps
- Custom domains and white-label
- Roles and permissions
GOOD QUESTIONS
Multi-team firms and agencies FAQs
What does Agency include?
20 seats, unlimited client portals, multiple approval steps, roles and permissions, custom domain and white-label, plus everything in Growth.
Do we need an enterprise contract?
Not for the capabilities above; they are on the Agency plan. Talk to us about SSO, data residency or contractual service levels, which are not included capabilities today.
Can we pilot with one team first?
Yes. Start with one team and a few clients, then extend seats and portals as the rollout proves itself.
YOUR NEXT STEP
Ready to give multi-team firms and agencies a clearer place for client work?
Start your 14-day free trial. No credit card required.