Client Portal for Agencies
Give every client a branded portal with live progress, transparent time logs, and self-service invoices — and take "quick status update?" off your team's calendar for good.
No credit card required · Included in the $9/user/month plan
The status-update tax on agency teams
Every agency pays it: clients emailing "how's it going?", PMs assembling screenshot decks, account managers forwarding timesheet exports, and someone chasing an invoice that the client swears they never received.
A client portal for agencies fixes the root cause — clients can't see the work. Corcava's portal shows them live project progress, logged time, invoices, files, and a direct chat line to your team, all under your brand. Questions answer themselves; your team gets its hours back.
What your clients should see — and what they get
Everything a client asks about, available 24/7 without a single email
Live Project Progress
- ✓Real-time progress visualizations and deadlines
- ✓Task boards with visual workflow stages
- ✓Budget utilization at a glance
Time Logs & Reports
- ✓Detailed time tracking reports per project
- ✓Optional screenshot viewing for full proof of work
- ✓Exportable in CSV or PDF
Invoices & Payments
- ✓Self-service access to every invoice
- ✓Pay online via Stripe or crypto
- ✓Payment history and receipts
Files & Deliverables
- ✓File attachments and media sharing on tasks and chat
- ✓Deliverables where the work happened — not lost in email threads
Direct Team Chat
- ✓Real-time communication with your delivery team
- ✓Email notifications for new messages
- ✓Conversations stay attached to the project record
Financial Overview
- ✓Total project costs to date
- ✓Billing rates and breakdowns
- ✓Budget vs actual comparisons
You decide what each client sees. Granular permissions mean a retainer client can see hours and invoices while a fixed-fee client sees milestones only.
White-label: your brand, your domain
For an agency, the portal is part of the product you sell. Clients should log in to your portal — not a third-party tool with someone else's logo.
- ✓Custom logo and company branding
- ✓Your domain name (portal.youragency.com)
- ✓Custom colors and theme
- ✓Remove all Corcava branding
Security & access control
- ✓Granular permission controls per client and per project
- ✓Secure login with email verification
- ✓Activity logging and audit trails
- ✓Mobile responsive — clients check status from anywhere
How the portal kills the status-update email
Status emails exist because information is trapped inside your tools. Put the information where the client can see it, and the emails stop arriving.
"Where are we on the project?"
The portal dashboard shows progress, current tasks, and deadlines in real time. The client checks it like a delivery-tracking page — no PM required.
"What did we pay for this month?"
Time logs and cost-to-date sit next to the invoice. When billing questions come with the evidence attached, disputes turn into thirty-second confirmations.
"Can you resend the invoice?"
Every invoice, past and present, is self-service — with an online payment button on it. Fewer resend requests, faster payment cycles.
Still want a proactive weekly touchpoint? Send a structured summary instead of an ad-hoc essay — here's a free weekly status report template that pairs well with the portal.
Configure it per client type
Retainer clients
The recurring question on retainers is "what are we getting for the monthly fee?" Show them: hours consumed against the retainer, what those hours produced, and the invoice trail.
- ✓Time logs make hour consumption visible week by week
- ✓Budget vs actual flags over-usage before renewal talks
- ✓Renewal conversations start from shared numbers, not feelings
Project clients
Fixed-scope clients care about milestones and deadlines, not hourly detail. Give them the board view, deliverables, and payment schedule — and keep internal time data internal if you prefer.
- ✓Milestone progress and workflow stages, live
- ✓Deliverables and approvals in one thread
- ✓Deposit and milestone invoices payable online
Transparent time tracking is a trust engine
Clients don't dispute invoices they can verify. When every billed hour traces to a logged entry — with audit trails, correction logs, and invoiced time locked against edits — the invoice becomes a receipt for work the client already watched happen.
That credibility compounds: transparent agencies get bigger budgets, longer retainers, and referrals that mention the portal by name.
Why clients trust portal-backed invoices
- ✓Hours logged in real time, not reconstructed at month end
- ✓Audit trails and correction logs on every timesheet
- ✓Invoiced time is protected from after-the-fact edits
- ✓Optional screenshots when clients want maximum proof
Worked example: what a portal saves an 8-person agency
An 8-person marketing agency with 10 active clients tallied its client-communication overhead for one month before switching on the portal.
Before: the monthly email tax
After: portal + weekly summary
- ✓Ad-hoc status emails drop to roughly a third — clients check the portal first. ~10 hrs/month saved.
- ✓Report decks replaced by live dashboards plus a 10-minute templated weekly note. ~6 hrs/month saved.
- ✓Self-service invoices with online payment cut chasing to minutes and shorten the collection cycle.
- ✓Net effect: ~17 hrs/month (~$1,275) back — against a tool that costs the whole team 8 × $9 = $72/month, portal included.
Client portal FAQ
What is a client portal for agencies?
It's a secure, branded website where an agency's clients log in to see their own projects: live progress, task boards, time reports, invoices, files, and chat with the delivery team. It replaces status-update emails and attachment threads with self-service access.
Can I control what each client sees?
Yes. Permissions are granular per client and per project. You can show a retainer client detailed time logs and budgets while a fixed-fee client sees only milestones and deliverables. Screenshots and financial detail are optional per engagement.
Is the portal white-label?
Yes. You can use your own logo, colors, and domain (like portal.youragency.com) and remove Corcava branding entirely, so clients experience the portal as part of your agency's service.
Can clients pay invoices through the portal?
Yes. Clients see every invoice with its payment status and can pay online via Stripe, with crypto payment supported as well. Payment history and receipts live in the same place, which cuts "please resend the invoice" emails to zero.
How much does the client portal cost?
It's included in Corcava's single plan at $9 per user per month — along with CRM, project management, time tracking, and invoicing. There's a 14-day free trial with no credit card required.
Give clients the transparency that wins renewals
Setup takes minutes. No complex configuration, no developer needed.
Start free 14-day trial →No credit card required