The client's home tab: brand, description, contacts, links, services, portal settings, milestones, and stats, with every other tab one click away.
Overview is where you land when you open a client, and it carries the things you reach for most. Everything more specific lives one tab over: Work, Comms, Feed, Notes, Reports, Deliverables, and Assets.
Description: The client’s objectives, the services you provide, and key background. Visible to your team and to the AI, and it follows every task for context.
Brand: Add the client’s website and AI extracts their colors, fonts, and logos automatically. Your team and the AI reference this brand when producing deliverables.
Contacts: The client team members with portal access. When drafting emails through Lifty, you pick the recipient from this list.
Links: Store every URL your team needs: the website, dev sites, ad accounts, dashboards. Mark each one client-facing or internal. Links also appear on every task for that client, so anyone can jump straight from a task to the right account.
Services and Portal: Assign active services, flag upsells, and configure which portal tabs the client sees and whether access is public or private. Services and Upsells covers pricing and purchase links; the Client Portal covers what the client experiences.
Statuses and Custom Fields: Track your own fields, like blog quotas or ad budgets, defined in Settings > Statuses.
Milestones, Invoices, and Stats: Upcoming and completed milestones, invoices, and hours assigned vs. worked, all at a glance.
Conversations live in Communications. Delivered work lives in the Feed. Internal context lives in Notes. Reports and templates live in Reporting, files in Assets, and review and sign-off in Deliverables. Each tab drops you into the detail without losing the client.
FAQ
Add a useful business description, website, primary contacts, current services, important links, brand assets, starting milestones, and the first assigned tasks. Complete the fields that affect delivery before inviting the client into the portal.
AI can use the client description, brand settings, contacts, notes, tasks, correspondence, deliverables, and connected analytics when the selected tool and permissions allow it. Better source data gives the AI less room to guess.
The overview holds the stable account profile and operational setup. Notes hold internal context that changes or grows over time, such as campaign decisions, keyword strategy, and preferences learned during the relationship.
Every email, call, meeting, and message with a client in one tab, synced from Gmail and your other tools, ready for AI to act on.
02
A running stream of the work you deliver, posted to the client's portal as it happens: completed tasks, reports, videos, and files.
03
Every ads, social, blog, and email playbook you run afterwards writes in the client's voice, because they all read the same brand note. It is built once per client from the site and the live ad accounts, and the offering section adapts to whatever the client sells, from products to services to software.
04
A new client gets a brand guide, milestones, a feed post, and a welcome email without anyone assembling them. The account manager approves the package against a 7-item checklist, and only then does the client see a short welcome task in their portal.
