Client Portal: What Your Clients See and How to Set It Up

What the Client Portal Does

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 Tab

The Feed is the main view your client sees. It shows a chronological stream of:

• Completed tasks: auto-populated the moment you mark them done, showing the author’s name
• Notes you’ve posted for the client
• Videos, images, PDFs, and embeds you’ve uploaded

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 Tab

The Dashboard gives clients a structured view of:

• Links: client-facing links you’ve set up (important URLs, login pages, assets)
• Milestones: upcoming and completed milestones with dates and descriptions
• Monthly calendar: tasks grouped by day for the current month, with a toggle to view next month

The Services Tab

The Services tab shows clients what they’re getting and what else is available.

Each service includes:

• Service name (e.g., “SEO Monthly Audit”)
• Description with value statements
• Estimated value (optional, for price anchoring)
• Frequency: one-time, monthly, weekly, etc.

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.

Make It Easy for Clients to Submit Requests

From the Requests tab, clients can click New Request to:

• Describe a request in their own words
• Upload files (supports PDFs, images, videos, documents, up to 50 files, 100MB each)
• Submit directly into your system

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

• Review the request
• Turn it into a task
• Reference a Task Template to prefill time estimates, instructions, and SOPs

Requests show their status to the client: Pending, Scheduled, or Closed.

Client-Facing Tasks and the To Do Tab

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:

• Instructions from your Task Template (SOPs, embedded Loom videos, Scribes)
• Assignment to a specific contact at their company
• Deliverables for review (clients see a count badge showing items waiting for their feedback)

Clients can:

• View the task and instructions
• Review and approve deliverables
• Leave comments
• Mark the task as complete

Build these once in a Task Template and reuse them for every new client.

Collaborate Through Feed Notes

Post notes directly to a client’s Feed:

• Share progress updates
• Add expected timelines
• Attach videos, images, or PDFs

Clients see your messages in their Feed alongside completed tasks and uploads. No extra email needed.

The Deliverables Tab

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:

• Approve a deliverable
• Request changes with a comment
• View the full deliverable content and comment thread

When all deliverables on a task are approved, the task is automatically marked complete.

The Assets Tab

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.

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

Setting Up the Portal for a Client

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.