Build a Client Portal for Your Agency
Give clients a secure login to track project status, approve deliverables, and message your team in one place. Free to start.
16,172+ sites created with Kleap in the last 30 days
A working app, not a template
What it is
A client portal for an agency is a private, password-protected web app where each client logs in to see their own projects, files, approvals, and status in one place instead of chasing email threads. Kleap builds it on its own database, so every client sees only their records.
What your agency client portal tracks
Every field below is one you can add, rename, or remove by chatting with Kleap — a starting point tuned for agency.
Project status board
A live view of each engagement's stage (brief, in progress, review, delivered) so clients stop asking 'where are we?' and account managers stop repeating updates.
Shared deliverables library
File uploads for finished assets, decks, and reports the client can download anytime — replaces scattered WeTransfer links that expire.
Approval requests
A one-click approve/request-changes action on deliverables, with the decision and timestamp saved to the record so sign-off is never disputed.
Per-client message thread
A scoped conversation tied to the project so feedback lives next to the work instead of in someone's inbox.
Scope & deliverables list
The agreed line items for the retainer or project, so both sides reference the same source of truth and out-of-scope requests are obvious.
Invoice & payment status field
A read-only status (draft, sent, paid) on each billing record so clients can self-check without emailing accounts — kept in the app's own database, not synced from external accounting.
Onboarding intake form
A structured form new clients fill on first login (brand assets, goals, logins) that writes straight into their client record — no back-and-forth kickoff email.
Client dashboard
A summary landing page per client showing open tasks, pending approvals, and latest files so they get value the moment they log in.
What good looks like for agency
One app, a view for everyone
Client
Seeing progress at a glance, downloading final files, approving work fast, knowing what they owe
Account manager
Fewer status emails, clear approval trail, keeping scope visible, one place to share deliverables
Agency owner
Professional first impression, on-time delivery visibility across clients, protecting scope and cash flow
Buy a tool, or own one built for you
Off-the-shelf software makes you fit its mold. With Kleap you describe the client portal you actually want and own it outright.
A typical client portal
- Monthly per-seat fees that grow with your team
- Your data lives on their servers, in their format
- Fixed features — you adapt to the tool, not the reverse
- Generic, not shaped around agency
Built with Kleap
- Free to start — no per-seat pricing
- You own the app and its database, data stays yours
- Change anything by chatting — fields, views, workflow
- Shaped around how agency actually works
Build it in 3 steps
Describe it
Tell Kleap what your agency needs, in plain words.
AI builds it
Get a real working app with records, forms, and a dashboard.
Publish
Refine it in chat, then publish. It is a live app you own.
Frequently asked questions
Can each agency client only see their own projects?+
Yes. The portal runs on its own database and every client logs in to a record scoped to them. One client can never see another client's files, messages, or status — access is enforced by their login.
Does the portal sync with our project management or accounting tools?+
No — it is a self-contained web app, not an integration layer. Project status, invoices, and approvals live in the portal's own database. You update them in the portal (or your team can), and clients see the current state there rather than in an external tool.
Can clients upload their own brief and brand files?+
Yes. File-upload fields let clients attach logos, briefs, and reference material directly to their record on first login or anytime after. Everything stays organized per client instead of buried in email.
Is there a mobile app for clients?+
There is no separate app to install. The portal is a responsive website that works in any phone or desktop browser, so clients just log in through a link — nothing to download from an app store.
More Client Portal use cases
Ready to build it?
Describe your agency client portal and watch it come to life. Free to start, no code.