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Portal

Clients stop asking for updates. They see what you delivered.

Portal keeps each client's completed work, reports, requests, files, and approvals together.

See what clients get
Acme's client Portal dashboard showing eight delivered tasks, a performance report, and the next milestone

You finish the work, then write the update

  • Completed work

  • Reports and videos

  • Pending approvals

  • Upcoming work

Lifted Work gives every client a Portal with the work, reports, files, approvals, and plans you choose to show.

The Feed

Completed tasks post automatically

Choose which tasks clients can see. Add reports, Loom videos, PDFs, images, notes, and embeds to the same chronological Feed.

Playbooks can publish reports here and prepare the client email that links back to Portal.

See the Client Feed
Acme's Portal Feed showing a completed task, monthly report, client walkthrough, and agency update

Dashboard and Requests

Clients see upcoming work and send requests

Dashboard

The dashboard shows upcoming milestones, planned work, and client-specific links.

  • Milestones
  • Planned work
  • Client links

Requests

Clients send the details and files. Your team can turn the request into assigned work.

  • Request details
  • Attachments
  • Current status
See Client Requests

Dispatcher can turn portal requests, client emails, and meeting notes into assigned tasks. See Dispatcher

Assets and Deliverables

Clients upload the files and review the work

Clients upload files to their account. They can comment on deliverables, request changes, and approve the final version in Portal.

  1. 01

    Upload

  2. 02

    Review

  3. 03

    Request changes

  4. 04

    Approve

See Client Assets See Deliverables and Approvals

Services

Clients can see what the retainer includes

List the services included in the retainer. Add purchase links for other services.

See Services and Upsells
Acme's Portal showing services covered by the retainer and paid search management available to purchase

Configured per client

Choose the pages each client can see

Turn Feed, To Do, Dashboard, Services, Requests, Assets, and Deliverables on or off for each client.

  • Feed
  • To Do
  • Dashboard
  • Services
  • Requests
  • Assets
  • Deliverables

Invite required

Invited client contacts sign in to open the portal.

Shareable link

Anyone with the public link can open the sections you enabled.

Preview exactly what the client will see

Set up Portal for your clients

Set it up yourself

Turn on the pages you want each client to see. 30 days. Full refund, no questions.

We can build it for you

The 21-Day Agency Build

We set up Portal for five clients and build the Playbooks for reporting and client updates.

See The 21-Day Agency Build

Show clients what you delivered

30 days. Full refund, no questions.