Client portal

A portal for every client, across projects.

Reviews, approvals, shoot days and deliveries for all of a client’s projects in one place, with access set the way you choose.

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Client Portal

Key features

Clients know what’s next without asking.

Client home

The home screen shows what’s waiting on the client, grouped by project, with overdue and due-soon items up front.

  • Awaiting review. Everything blocking production, split by project.
  • Happening now. Today’s shoot and what’s being edited, without showing who is working.
  • Shoots and deadlines. A calendar of shoot days and delivery dates.
Client portal with videos awaiting review by project

Three access levels

Per client, choose an open link, name and email, or verified sign-in with an emailed code, Google or Microsoft.

Portal sign-in screen with verified access

Contact activity log

Who signed in, viewed, commented, approved and downloaded, contact by contact. Downloads before approval are flagged.

Activity history for a client contact

More features

What clients find in the portal.

Happening now

The portal home shows the next shoot and what’s being edited right now, without naming who on the team.

Happening now band in the portal with the next shoot and videos in post-production

Shoot calendar

Clients see shoot days and delivery dates and open the day’s schedule right in the portal.

Shoot calendar in the client portal

Client metrics

Delivery volume, progress per project and the client’s own review pace.

Client metrics in the portal

Approver and reviewer roles

Reviewers comment. Only the approver signs off the final and downloads it.

Client contact roles setting

Controlled downloads

Finals unlock after approval, or earlier if you allow it. Clients can rename the file or grab a thumbnail from any moment.

Download window with file name, size and resolution

Approval on the client’s behalf

When a client approves on WhatsApp or in a meeting, your team records it and the workflow carries on.

Recording the client’s decision with the channel used

Project sharing

Clients can send one project to a colleague by link or email without opening the rest of the portal.

Options to share a project by link or email

Grid, table or board

In Deliveries, each client picks how to view them and can export the list to a spreadsheet, and the board groups videos by phase.

Client deliveries on a board by phase

Email digest

Contacts get an email with what happened recently, in their language, and the rest stays in the portal bell.

Portal digest email with the updates for the contact

Frequently asked questions

Do clients need an account?

It depends on the mode you pick for each client: an open link, name and email, or verified sign-in with an emailed code, Google or Microsoft.

Can clients see internal versions?

No. The portal shows only the newest version the client can open. When a task is delivered, the final version becomes available to them.

Can I add my branding?

The portal shows your workspace logo and the client’s logo in the header and on the sign-in screens.

Do clients get an email for every comment?

No. They see updates in the portal’s notification bell and get an email digest, spaced out so their inbox doesn’t fill up.

Ready to try it with your team?

15-day free trial. No credit card required.