FOR SMALL FIRMS AND STUDIOS / FIRM TYPE

A client portal for small firms and studios

A handful of people, a growing list of clients. Keep every relationship consistent as the team shares the work, with your brand on the portal.

QUICK ANSWER

Angelwood gives small firms and studios a consistent client portal across the team, with multiple cadences, brand colours and logo on the Growth plan.

WHO THIS IS FOR

Best for small firms and studios 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 small firms and studios.

01

Consistency across people.

Three people, three ways of updating clients. The experience depends on who is on the account.

02

Handoffs lose context.

A colleague covers a client for a week and cannot find what was promised.

03

Your brand, someone else's tool.

The portal is the client's daily view of your firm. It should look like your firm.

04

Growing past the spreadsheet.

Ten clients fit in your head. Thirty do not.

MAKE IT PRACTICAL

How the portal works for small firms and studios.

01

A shared standard.

Reviewed updates on multiple scheduled cadences, in one structure, whoever is on the account.

See the workflow
02

Context that survives handoffs.

Every request, update and decision lives with the client. Covering for a colleague starts with the record, not a search.

03

Your colours and logo.

Growth adds brand colours and your logo to every portal.

See the workflow
04

Write back to your project tool.

Growth adds write-back to supported project tools and audit exports, so the portal and the plan stay in step.

Explore the integration

THE PLAN THAT FITS

Start on Growth.

For teams managing a growing client portfolio. Prices are in US dollars per month. Change plans through billing settings as the firm grows.

ANGELWOOD / GROWTH

$249/ month
10 seats included50 client portals
INCLUDED
  • Everything in Starter
  • Multiple scheduled cadences
  • Brand colours and logo
  • Audit exports and PM write-back
Compare every plan

GOOD QUESTIONS

Small firms and studios FAQs

Which plan fits a team of five?

Growth includes 10 seats and 50 client portals, with multiple cadences, brand colours and logo, audit exports and PM write-back. Compare it on the pricing page.

Can we start on Starter and move up?

Yes. Start with the plan that fits today and change it through billing settings as the team and client list grow.

Can clients tell it is Angelwood?

On Growth the portal carries your colours and logo. A custom domain and white-label are on Agency.

YOUR NEXT STEP

Ready to give small firms and studios a clearer place for client work?

Start your 14-day free trial. No credit card required.