{"category":{"slug":"client-portal-software-for-agencies","label":"Client portal software for agencies"},"methodology_url":"https://www.orbator.io/ai-index/methodology","license":"Free to use with attribution to orbator.io","date":"2026-07-28","engine":null,"available_dates":["2026-07-28","2026-07-25","2026-07-22","2026-07-11","2026-07-09","2026-06-18","2026-06-17"],"policy":{"quotable_engines":["anthropic","openai","gemini"],"max_excerpt_chars":400,"full_text_public":false,"customer_runs_public":false,"full_text_retention":"retained at least 24 months, then operator review","notes":["Only Index category runs are archived publicly — customer scans never appear.","The quotable unit is a short excerpt of at most 400 characters, never the full answer.","Engines outside the verbatim allowlist are recorded as having answered, with the excerpt withheld under their terms.","Prompt intent is published; the prompt text itself is not."]},"status":"ok","count":8,"limit":50,"truncated":false,"engines":[{"engine":"openai","count":8,"withheld":false,"answers":[{"engine":"openai","answered_on":"2026-07-28","prompt_intent":"best_in_category","excerpt":"The best client portal depends on what you want clients to do. For most marketing and creative agencies, the sweet spot is a branded portal where clients can review work, approve deliverables, communicate, access reports, sign documents, and pay invoices. ([clinked.com](https://www.clinked.com/blog/best-client-portals-for-marketing-agencies?utm_source=openai))\n\nHere are the strongest options:\n\n1.","excerpt_withheld":false,"withheld_reason":null,"highlights":[{"start":9,"end":22,"name":"Client Portal"},{"start":258,"end":265,"name":"Clinked"},{"start":283,"end":290,"name":"Clinked"}]},{"engine":"openai","answered_on":"2026-07-28","prompt_intent":"best_in_category","excerpt":"If your goal is a single place where clients can receive deliverables, leave feedback, communicate with your team, and approve work, I'd narrow it down to these options:\n\n1. ManyRequests — Best overall for service agencies\n- Purpose-built client portal for agencies\n- Clients can view deliverables, request work, leave feedback, and message your team\n- Built-in approvals, invoicing, subscriptions, a","excerpt_withheld":false,"withheld_reason":null,"highlights":[{"start":174,"end":186,"name":"ManyRequests"},{"start":239,"end":252,"name":"Client Portal"}]},{"engine":"openai","answered_on":"2026-07-28","prompt_intent":"best_in_category","excerpt":"If your agency manages many client accounts simultaneously, the strongest platforms tend to fall into three categories: agency-first project management with client access, dedicated client portals, and workflow automation platforms.\n\nHere are the leading options by use case:\n\n| Platform | Best for | Strengths | Potential drawbacks |\n|---|---|---|---|\n| Teamwork.com | Full-service agencies | Separa","excerpt_withheld":false,"withheld_reason":null,"highlights":[{"start":355,"end":363,"name":"Teamwork"}]},{"engine":"openai","answered_on":"2026-07-28","prompt_intent":"alternatives","excerpt":"If the main thing you want is a professional client portal—not project management, invoicing, CRM, and all the other agency features—you can save a lot of money by using a dedicated portal or combining a few simpler tools.\n\nHere are some good options:\n\n- Softr ($49+/month depending on plan)\n  - Builds client portals on top of Airtable, Google Sheets, HubSpot, SQL databases, etc.\n  - Client logins,","excerpt_withheld":false,"withheld_reason":null,"highlights":[{"start":45,"end":58,"name":"Client Portal"},{"start":255,"end":260,"name":"Softr"},{"start":328,"end":336,"name":"Airtable"}]},{"engine":"openai","answered_on":"2026-07-28","prompt_intent":"alternatives","excerpt":"If your goal is simply \"give clients one place to find everything\" rather than managing projects, there are quite a few lighter options than ClickUp, Asana, Monday, or Teamwork. The distinction is important: a client portal focuses on communication, files, approvals, forms, and status updates instead of tasks and Gantt charts. ([gigradar.io](https://gigradar.io/blog/client-portal-software?utm_sour","excerpt_withheld":false,"withheld_reason":null,"highlights":[{"start":141,"end":148,"name":"ClickUp"},{"start":150,"end":155,"name":"Asana"},{"start":168,"end":176,"name":"Teamwork"},{"start":210,"end":223,"name":"Client Portal"}]},{"engine":"openai","answered_on":"2026-07-28","prompt_intent":"comparison","excerpt":"If you're deciding between a dedicated client portal and a project management (PM) tool that clients can access, the right choice depends on what experience you want clients to have.\n\nA dedicated client portal is designed around the client experience. A project management tool is designed around your team's work.\n\nHere's the practical comparison:\n\nFeature | Client Portal | Project Management Tool","excerpt_withheld":false,"withheld_reason":null,"highlights":[{"start":39,"end":52,"name":"Client Portal"},{"start":196,"end":209,"name":"Client Portal"},{"start":360,"end":373,"name":"Client Portal"}]},{"engine":"openai","answered_on":"2026-07-28","prompt_intent":"problem_solving","excerpt":"A good client review experience usually has three parts: a secure place to access files, an easy way to leave comments, and a record of approvals and revisions. Email is generally the weakest option because feedback gets scattered across threads.\n\nDepending on the type of work you do, here are some approaches:\n\n- General client portal:\n  - Notion (shared client workspace)\n  - ClickUp (client-facin","excerpt_withheld":false,"withheld_reason":null,"highlights":[{"start":323,"end":336,"name":"Client Portal"},{"start":342,"end":348,"name":"Notion"},{"start":379,"end":386,"name":"ClickUp"}]},{"engine":"openai","answered_on":"2026-07-28","prompt_intent":"recommendation","excerpt":"For most freelance designers and small creative agencies, the best client portal is the one clients actually use. A polished, simple experience usually beats an all-in-one platform packed with features you'll never touch.\n\nHere's how I'd break it down:\n\n- SuperOkay — Best overall for branding and creative studios.\n  - Beautiful, highly branded client portals.\n  - Great for presenting deliverables,","excerpt_withheld":false,"withheld_reason":null,"highlights":[{"start":67,"end":80,"name":"Client Portal"},{"start":256,"end":265,"name":"SuperOkay"}]}]}]}