Client Portal: Keep Clients Informed, Impressed, and Involved

What Your Clients See (and Why It Matters)

The Lifted Work Client Portal is where your agency’s work becomes visible to the people who matter—your clients.

This isn’t just a passive report hub. It’s a branded, interactive experience that shows progress, supports communication, and opens the door to more services—automatically, as you work.

🧭 Branded Client Dashboard at a Glance

When a client logs into their portal, they see:

• Your agency’s name and logo

• Their company name and logo

• A personal greeting using the client contact’s first name

• A live feed of recently completed tasks, auto-populated the moment you mark them complete

Clients can’t click into tasks or see internal notes—so your internal work and commentary remain private.

✅ Visibility Into Work and Results

From the Dashboard tab, your client can view:

• A list of properties or assets you manage for them

• A complete list of completed milestones

• Any upcoming milestones you’ve scheduled

• The full feed of completed tasks

• Next month’s planned tasks (if applicable)

This gives clients just enough transparency to feel in control—without overwhelming them with unnecessary detail.

💼 Showcase Your Services with the Features Tab

The Features tab is your chance to show clients what they’re getting—and what else they could be getting.

You can include:

• Service names (e.g., "SEO Monthly Audit")

• Descriptions and value statements

• Estimated value (optional, for price anchoring)

• A Learn More button that links to a page on your site

Mark services as active or upsell opportunities, depending on whether the client currently has access. It’s a passive upsell tool that works every time your client logs in.

📥 Make It Easy for Clients to Submit Requests

Clients can click New Request to:

• Describe a request in their own words

• Upload files (logos, documents, etc.)

• Submit directly into your system

On your side, you’ll see it appear under Requests. You can:

• Review the request

• Turn it into a task instantly

• Reference a Task Template to prefill time estimates, instructions, and SOPs

• Add notes or updates that feed directly back into the portal

This reduces email back-and-forth and keeps everything inside one cohesive workflow.

📝 Collaborate with Clients Through Feed Notes

Once a request becomes a task, you can:

• Add personal notes for the client

• Include expected timelines

• Keep them updated on progress

Clients will see your messages (e.g., "Looking forward to it!") directly in their feed alongside the scheduled task.

🎥 Client-Facing Tasks with Video & Instructions

Need your client to complete a task (like granting account access or approving content)?

Lifted Work supports client-facing tasks that include:

• Loom videos with walkthroughs

• Step-by-step instructions from your Task Template

• Assignment to a specific contact at their company

Clients receive notifications in their portal and can:

• View the task

• Leave comments

• Mark the task as complete

This is perfect for tasks you request repeatedly—build once, reuse forever.

🔔 Notifications Keep Clients Engaged

When a task is created for a client, they’ll see:

• A notification badge in their portal

• The new task in their feed

• Any instructions, videos, or notes you’ve included

• Optional feedback fields for comments or questions

This gives clients a reason to check in regularly and stay connected to your team’s work.

🧠 Use Task Templates to Standardize Client Touchpoints

Anything you ask for repeatedly from clients—account access, brand guidelines, content approvals—can be turned into a reusable Task Template.

Each time you use it, Lifted Work:

• Assigns the task to the right client contact

• Pulls in any videos, checklists, or SOPs

• Tracks completion in the portal

• Keeps everything branded, clear, and centralized

🎯 Why the Client Portal Builds Trust (and Saves Time)

When clients can see:

• That work is happening

• That requests are acted on

• That communication is simple

• That upgrades are available

They feel reassured and informed—and your agency builds a reputation for consistency and transparency.

And the best part? All of this happens automatically as you complete work inside Lifted Work.

Recap: What Clients Can Do in Their Portal

• See all completed work, milestones, and next steps

• Submit new requests with attachments

• Interact with client-facing tasks

• View services (and explore upsells)

• Access key links or properties you’ve assigned

• Engage without needing constant email reminders

Final Thought

Lifted Work’s client portal helps you communicate more, while doing less. It turns the act of completing tasks into a moment of client visibility and trust-building—without extra overhead.

It’s a small feature that creates big loyalty.