# Client Portal Software for Marketing Agencies

> Completed tasks post automatically to a branded client portal with reports, requests, files, deliverable reviews, approvals, and upcoming work.

Source: https://www.liftedwork.com/portal

Portal

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

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

[Get started](https://www.liftedwork.com/register)

[See what clients get](#client-view)

![Acme's client Portal dashboard showing eight delivered tasks, a performance report, and the next milestone](https://assets.liftedwork.com/marketing/portal/portal-client-overview-4c39d499ae.webp)

### 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](https://www.liftedwork.com/features/client-feed)

![Acme's Portal Feed showing a completed task, monthly report, client walkthrough, and agency update](https://assets.liftedwork.com/marketing/portal/client-feed-artifacts-17da7424bb.webp)

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](https://www.liftedwork.com/features/client-requests-management)

Dispatcher can turn portal requests, client emails, and meeting notes into assigned tasks. [See Dispatcher](https://www.liftedwork.com/requests)

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](https://www.liftedwork.com/features/client-assets)

[See Deliverables and Approvals](https://www.liftedwork.com/features/deliverables-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](https://www.liftedwork.com/features/client-features-upsells)

![Acme's Portal showing services covered by the retainer and paid search management available to purchase](https://assets.liftedwork.com/marketing/portal/services-and-upsell-b68d00dde9.webp)

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.

[Get started](https://www.liftedwork.com/register)

We can build it for you

#### [The 21-Day Agency Build](https://www.liftedwork.com/setup)

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

[See The 21-Day Agency Build](https://www.liftedwork.com/setup)

### Show clients what you delivered

[Get started](https://www.liftedwork.com/register)

30 days. Full refund, no questions.