Client Portal for Service Teams
Deliver projects faster. Keep clients in the loop.
Deliver projects faster. Keep clients in the loop.
A client portal template for agencies and service teams — track progress, manage deliverables, share files, and get approvals in one streamlined workspace.
A client portal template for agencies and service teams — track progress, manage deliverables, share files, and get approvals in one streamlined workspace.
Trusted by Service Teams
Portivio
Wealthro
Aegra
Finyon
Altoris
Quantora
Fundara
Vaultic
Portivio
Wealthro
Aegra
Finyon
Altoris
Quantora
Fundara
Vaultic
Real workflows
Real workflows
Key features designed for client collaboration
Everything you need to manage client projects in one portal.
Key features designed for client collaboration
Everything you need to manage client projects in one portal.
Project Tracking
Track every project milestone
Visualize your project progress with clear milestones and timelines. Keep everyone aligned from kickoff to delivery.
View every project phase
Keep milestones visible
Stay aligned on deadlines
Track progress at a glance
Project Tracking
Track every project milestone
Visualize your project progress with clear milestones and timelines. Keep everyone aligned from kickoff to delivery.
View every project phase
Keep milestones visible
Stay aligned on deadlines
Track progress at a glance
Deliverables
Manage all deliverables in one place
Organize deliverables, files, and updates with structured lists and real-time status tracking.
Organize all deliverables
Track status easily
Monitor due dates
Simplify handoff
Deliverables
Manage all deliverables in one place
Organize deliverables, files, and updates with structured lists and real-time status tracking.
Organize all deliverables
Track status easily
Monitor due dates
Simplify handoff
Approval Flow
Simplify the approval process
Let clients review, comment, and approve work directly inside the portal without back-and-forth emails.
Collect approvals faster
Centralize client feedback
Reduce back-and-forth
Keep reviews structured
Approval Flow
Simplify the approval process
Let clients review, comment, and approve work directly inside the portal without back-and-forth emails.
Collect approvals faster
Centralize client feedback
Reduce back-and-forth
Keep reviews structured
Billing
Track invoices and payments
Manage invoices and payment status in one client-facing workspace.
Send invoices easily
Track payment status
Keep due dates clear
Reduce billing confusion
Billing
Track invoices and payments
Manage invoices and payment status in one client-facing workspace.
Send invoices easily
Track payment status
Keep due dates clear
Reduce billing confusion
How teams work
How teams work
Stop chasing clients. Start getting approvals
Give clients a clear place to review, approve, and move projects forward—without endless back-and-forth.
Stop chasing clients. Start getting approvals
Give clients a clear place to review, approve, and move projects forward—without endless back-and-forth.
Manage client projects
Manage client projects
Keep every deliverable and timeline aligned in one place
Keep every deliverable and timeline aligned in one place
Keep every deliverable and timeline aligned in one place
Get faster approvals
Get faster approvals
Turn feedback into clear decisions without delays
Turn feedback into clear decisions without delays
Turn feedback into clear decisions without delays
Share project progress
Keep clients informed without constant updates or meetings
Share project progress
Keep clients informed without constant updates or meetings
Share project progress
Keep clients informed without constant updates or meetings
Organize client communication
Keep messages, feedback, and files in one clear place
Organize client communication
Keep messages, feedback, and files in one clear place
Organize client communication
Keep messages, feedback, and files in one clear place
Stay on top of deadlines
Track timelines and avoid delays across every project
Stay on top of deadlines
Track timelines and avoid delays across every project
Stay on top of deadlines
Track timelines and avoid delays across every project
Why it matters
Why it matters
A clearer way to manage client work
Stay aligned, move faster, and deliver work with clarity from start to finish
A clearer way to manage client work
Stay aligned, move faster, and deliver work with clarity from start to finish
Move projects forward faster
Eliminate delays and keep work moving without friction
Move projects forward faster
Eliminate delays and keep work moving without friction
Move projects forward faster
Eliminate delays and keep work moving without friction
Reduce client confusion
Give clients a clear view of what’s happening and what’s next
Reduce client confusion
Give clients a clear view of what’s happening and what’s next
Reduce client confusion
Give clients a clear view of what’s happening and what’s next
Look more professional
Present work in a structured, client-ready experience
Look more professional
Present work in a structured, client-ready experience
Look more professional
Present work in a structured, client-ready experience
Save time on communication
Cut unnecessary meetings and repetitive updates
Save time on communication
Cut unnecessary meetings and repetitive updates
Save time on communication
Cut unnecessary meetings and repetitive updates
Close projects with confidence
Keep everything aligned until final delivery and approval
Close projects with confidence
Keep everything aligned until final delivery and approval
Close projects with confidence
Keep everything aligned until final delivery and approval
Get paid without delays
Keep invoices clear and ensure payments stay on track
Get paid without delays
Keep invoices clear and ensure payments stay on track
Get paid without delays
Keep invoices clear and ensure payments stay on track
Plans That Grow With You
Pricing & Plans
Choose a plan that fits your sales workflow today — and scales with you as your pipeline grows.
Monthly
Yearly
Basic
Starter
For individuals getting started
$9
/user/month
3 active clients
Up to 10 projects
Basic deliverables tracking
Simple approvals
Most popular
Pro
For freelancers and small teams
$19
/user/month
Unlimited clients
Unlimited projects
Advanced approvals
Activity timeline
File sharing
Startup
Business
For agencies and growing teams
$49
/user/month
Everything in Pro
Team collaboration
Roles & permissions
Invoice & payments
Plans That Grow With You
Pricing & Plans
Choose a plan that fits your sales workflow today — and scales with you as your pipeline grows.
Monthly
Yearly
Basic
Starter
For individuals getting started
$9
/user/month
3 active clients
Up to 10 projects
Basic deliverables tracking
Simple approvals
Most popular
Pro
For freelancers and small teams
$19
/user/month
Unlimited clients
Unlimited projects
Advanced approvals
Activity timeline
File sharing
Startup
Business
For agencies and growing teams
$49
/user/month
Everything in Pro
Team collaboration
Roles & permissions
Invoice & payments
Plans That Grow With You
Pricing & Plans
Choose a plan that fits your sales workflow today — and scales with you as your pipeline grows.
Monthly
Yearly
Basic
Starter
For individuals getting started
$9
/user/month
3 active clients
Up to 10 projects
Basic deliverables tracking
Simple approvals
Most popular
Pro
For freelancers and small teams
$19
/user/month
Unlimited clients
Unlimited projects
Advanced approvals
Activity timeline
File sharing
Startup
Business
For agencies and growing teams
$49
/user/month
Everything in Pro
Team collaboration
Roles & permissions
Invoice & payments
Pricing Comparison
Client Experience
Starter
Pro
Scale
Client Experience
Starter
Pro
Client portal dashboard
Client portal dashboard
Client approvals system
Client approvals system
Client access & permissions
Client access & permissions
Project Workflow
Starter
Pro
Scale
Project Workflow
Starter
Pro
Project timeline view
Project timeline view
Deliverables tracking
Deliverables tracking
Task & activity timeline
Task & activity timeline
Team & Operations
Starter
Pro
Scale
Team & Operations
Starter
Pro
Team assignments & ownership
Team assignments & ownership
Role-based access control
Role-based access control
Multi-team workspace support
Multi-team workspace support
Payments & Automation
Starter
Pro
Scale
Payments & Automation
Starter
Pro
Invoice tracking & payment status
Invoice tracking & payment status
Priority support
Priority support
Customer stories
Customer stories
Trusted by teams working with clients
See how teams deliver faster, get approvals sooner, and stay aligned
Trusted by teams working with clients
See how teams deliver faster, get approvals sooner, and stay aligned
4.8 Trusted by 1,000+ teams
Before using this, we constantly had to follow up with clients just to move projects forward. Now everything is structured in a way that makes it obvious what needs attention and what’s already approved. It’s reduced delays and made our delivery process much more predictable.
Jonathan Hayes
Founder at Clearframe Agency
It makes collaboration feel much smoother and more natural. Our clients always know what’s happening, and we spend far less time explaining things.
Sophie Bennett
Project Manager at Northlane Studio
It keeps everything moving without constant follow-ups.
Daniel Foster
Founder at Scalepath
We’ve completely changed how we manage client work. Instead of scattered tools and unclear progress, everything now lives in one place with clear visibility. That alone has improved both our efficiency and how clients perceive our work.
Emily Carter
Operations Lead at Flowgrid
The clarity it brings is huge. Clients can review, respond, and move things forward without confusion, which keeps projects on track.
Matthew Collins
Creative Director at Brightform
Before using this, we constantly had to follow up with clients just to move projects forward. Now everything is structured in a way that makes it obvious what needs attention and what’s already approved. It’s reduced delays and made our delivery process much more predictable.
Jonathan Hayes
Founder at Clearframe Agency
It makes collaboration feel much smoother and more natural. Our clients always know what’s happening, and we spend far less time explaining things.
Sophie Bennett
Project Manager at Northlane Studio
It keeps everything moving without constant follow-ups.
Daniel Foster
Founder at Scalepath
We’ve completely changed how we manage client work. Instead of scattered tools and unclear progress, everything now lives in one place with clear visibility. That alone has improved both our efficiency and how clients perceive our work.
Emily Carter
Operations Lead at Flowgrid
The clarity it brings is huge. Clients can review, respond, and move things forward without confusion, which keeps projects on track.
Matthew Collins
Creative Director at Brightform
Everything feels more organized and easy to track now.
Emma Richardson
Founder at Framecore
Before this, we spent too much time chasing updates and clarifying next steps with clients. Now everything is clearly structured, and clients can instantly understand progress and take action. It’s made our workflow significantly more efficient and reduced unnecessary delays.
James Walker
Director at Northbridge Agency
It brings a lot more clarity to our client communication. Everyone knows what’s happening and what needs to be done next.
Sophia Turner
Project Manager at Brightlane
It removed a lot of back-and-forth from our process.
Michael Harris
Founder at Flowstack
We used to rely on multiple tools to manage projects, approvals, and communication, which created confusion and inefficiencies. Now everything is centralized, and both our team and clients stay aligned without extra effort. It’s improved both speed and overall client experience.
Olivia Bennett
Creative Director at Clearpath Studio
We used to spend a lot of time coordinating updates across different tools, which often led to confusion and delays. With everything centralized, both our team and clients have full visibility into progress, and decisions happen much faster. It’s made our entire workflow more efficient and reliable.
David Anderson
Founder at Cleargrid Studio
It’s much easier to keep clients aligned now. Everything is clear, structured, and easy to follow.
Hannah Wilson
Project Manager at Northflow
Before using this, approvals were inconsistent and often delayed because clients didn’t have a clear place to respond. Now feedback turns into decisions quickly, and we can keep projects moving without constant follow-ups. It’s improved both our speed and client experience.
Robert Mitchell
Creative Director at Framebase
Clients always know what’s happening and what’s expected. It reduces confusion and keeps everything on track.
Olivia Parker
Operations Lead at Brightlane
It keeps projects moving without extra effort.
Thomas Clark
Operations Director at Scaleform
How systems create scalable and consistent operations
Olivia Harris
How transparent payments improve cash flow clarity
Olivia Harris
How visibility builds client trust in every project
Sophia Bennett
FAQ
Frequently asked questions
Everything you need to know before getting started.
FAQ
Frequently asked questions
Everything you need to know before getting started.
What is ClientHub used for?
Who is ClientHub for?
Can clients access project progress in real time?
How do client approvals work?
Does it support invoice and payment tracking?
Can this template scale with my team?
Bring clarity to every client interaction
Manage projects, approvals, and payments in one structured system
Bring clarity to every client interaction
Manage projects, approvals, and payments in one structured system
Bring clarity to every client interaction
Manage projects, approvals, and payments in one structured system