How the Lifted Work Client Portal works: tabs, requests, deliverables, services, and how to configure it per client.
The Lifted Work Client Portal is where your agency’s work becomes visible to your clients. It shows progress, handles requests, and lets clients review and approve deliverables without extra emails or status meetings.
The portal has seven tabs: Feed, To Do, Dashboard, Services, Requests, Assets, and Deliverables. Each can be toggled on or off per client from their portal settings.
The Feed is the main view your client sees. It shows a chronological stream of:
Clients can’t click into task details or see internal notes. Your internal work stays private. They just see that work is getting done.
The Dashboard gives clients a structured view of:
The Services tab shows clients what they’re getting and what else is available.
Each service includes:
Services are marked as either Included (active) or Available (upsell). The Available badge becomes a clickable link if you add a purchase URL. It’s a passive upsell tool that works every time your client logs in. Services and Upsells has the full setup.
From the Requests tab, clients can click New Request to:
On your side, you’ll see it appear under your Requests panel. You can:
Requests show their status to the client: Pending, Scheduled, or Closed.
Need your client to complete a task (like granting account access or approving content)?
Create a task with visibility set to Standard or Client Only, and it appears in the client’s To Do tab. Client-facing tasks include:
Clients can:
Build these once in a Task Template and reuse them for every new client.
Post notes directly to a client’s Feed:
Clients see your messages in their Feed alongside completed tasks and uploads. No extra email needed.
The Deliverables tab shows all deliverables across a client’s tasks that are waiting for review. Each deliverable displays a thumbnail, title, and revision number. Clients can:
When all deliverables on a task are approved, the task is automatically marked complete.
Clients can view and upload files in the Assets tab. Use this for brand assets, shared documents, or deliverable files that need a permanent home outside of individual tasks.
Anything you ask for repeatedly from clients, such as account access, brand guidelines or content approvals, can be turned into a reusable Task Template.
Each time you use it, Lifted Work:
From the client’s overview, open Portal Settings to toggle which tabs are visible. You can enable or disable any of the seven tabs per client, so you can hide Requests or Deliverables if a client doesn’t need them.
Once the portal is configured, invite the client’s contacts so they can log in and start using it.
FAQ
Start with the sections the client will use immediately, often Feed, To Do, Requests, and Deliverables. Add Services, Assets, Dashboard, or other sections when they contain current information; an intentionally small portal is better than several empty tabs.
Review the request for scope and missing details, respond to the client if clarification is needed, then convert it into a task with an owner, due date, time budget, and template. Update the request status so the client can see that it has been scheduled.
Clients see only content exposed through their portal permissions and the visibility set on tasks and comments. Internal client notes remain private. Preview the portal as the client whenever you change visibility or add a new section.
Give the portal a concrete job from the start: assign one onboarding to-do, place the first deliverable there for approval, and ask the client to submit future requests through it. Explain where email still belongs so the process is easy to follow.
Step-by-step instruction on dashboards, monthly reviews, task creation, client management, and using AI schedulers for scaled agency operations.
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Learn how to automate recurring tasks and client workloads using the AI Task Scheduler. Covers creating scheduling tasks, writing AI prompts, reviewing upcoming work, and tips for staying organized.
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A branded portal where clients submit requests, complete the to-dos you assign them, review deliverables, and watch the work land in a live feed.
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Show clients the value they're getting, anchor your pricing, and surface upsell opportunities inside the portal they already use.
