Client portal

One clear, organized space for your clients

Project stages, pending actions, briefs, proposals, contracts, file requests and deliveries meet in a single space that stays as simple as the client needs.

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The problem

“Where is the project?” is a systems problem

When files live in email, approvals in chat and the final contract in another folder, the client has to rebuild the context every time.

  1. (01)Pending client actions get lost between messages.
  2. (02)Approval and revision decisions drift away from the delivery.
  3. (03)Finding the latest version means going back to the agency.
  4. (04)Project progress turns into yet another status email.

The Cowwwork approach

Give the client clarity without opening the agency’s internals

The invited client signs in with a one-time code sent to their email — not a password — and sees only their own client record. They complete pending work, review documents and make the delivery decision on the item itself.

How it works

How the client portal works in real projects

  1. (01)

    Invite the client

    Send an email invite to the right person; access is verified via an invite link and a one-time code.

  2. (02)

    Show the next action

    Add a brief, file request, proposal, contract or delivery to the client’s pending actions.

  3. (03)

    Capture the decision in context

    When the client opens a delivery it moves to “under review”; approval or a revision request stays under that delivery.

  4. (04)

    Keep progress visible

    Project stages and completion percentage are tracked in the portal without another status meeting.

Key benefits

The client asks less, the process looks clearer

(01)

One entry point

The client reaches every project, document, file and action shared with them from the same portal.

(02)

Bounded access

The portal is not a copy of the agency panel; the client sees only their own record, and members can be given a viewer or member role.

(03)

Recorded decisions

Approvals and revision requests attach to the relevant delivery, not to a message history.

Features that work together

The rest of the client workflow

Agency panel

Client briefs

Proposals

Contracts

Files & feedback

FAQ

The invited client signs in with a one-time code sent to their email; they don’t have to create a password.

Yes. Portal access is scoped to the client record; the agency’s other clients and internal records stay hidden.

Yes. Several people can be invited to a client account; each is given an admin, member or view-only role.

Yes. They can upload and submit files against the file requests the agency creates.

Yes. They can approve a delivery or open a structured revision request with a title and description.

(co)wwwork

Keep the client side organized too

Bring the next action, document and delivery decision together in the same client space.

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