Client Portal for Creative Agencies
Structured brief intake forms, revision rounds with a sign-off record, and full white-label on your domain, working alongside a multi-format review tool for pixel and frame-level feedback.
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4.8/5★★★★★rating · 6 reviews on G2By Sharifur Rahman, Founder of Taskip · Last updated October 19, 2026
What Creative Agencies Actually Need From a Client Portal
Taskip, a white-label client portal, is best for creative agencies that want briefs, proposals, client comms, projects and invoicing in one tool, flat from $12/mo, the same setup 1,850+ agencies in 40+ countries run on, with agencies on it seeing a 25% increase in on-time deliverables and saving 7 hours a week on admin. It works alongside a multi-format review tool for pixel and frame-level feedback, not instead of them. Projects stall for reasons that have nothing to do with the work itself: a brief buried in an inbox, a revision round nobody agreed to, or an invoice sent weeks after delivery. Taskip keeps an approval trail on every brief and revision round, and runs the proposal, the project board, and the invoice in one place your client can actually log into, with a single magic link and no password to create or remember.
What is a client portal for creative agencies?
A client portal for creative agencies is a branded workspace where each client follows their project from brief to final delivery, whatever the discipline: branding, video, illustration, campaigns, or copy. They see project status, leave feedback tied to a revision round, approve the final work, and pay invoices, alongside a multi-format review tool for pixel and frame-level markup on the deliverable itself. Taskip runs the relationship and the record, not the pinned comment, in one workspace instead of email threads, spreadsheets, and a separate invoicing tool.
Built Around How Creative Projects Actually Run
Five stages, one workspace, and a client who can see exactly where their project stands without a status-update email.
- 01
Brief
The client brief lands with scope, references, and deadline, logged before creative work starts.
- 02
Concept
Initial concepts and a proposal go out for direction sign-off before full production begins.
- 03
Production
The team builds the deliverable, whatever the medium, on a board the client can watch.
- 04
Client Review
Feedback goes out for review and approval, tied to the revision round it belongs to.
- 05
Delivered
Final files ship and the invoice goes out referencing exactly what was approved.
What to Look For in a Client Portal for Creative Agencies
Portal pages all promise briefs, approvals and billing, so the useful question is which ones hold up when a branding job and a video job run in the same month. These are the nine things that actually decide whether it survives contact with a real creative project, whichever tool you end up choosing.
Structured intake, not a blank inbox
A brief that only says "make it pop" turns into four rounds of guesswork. Structured intake forms that capture scope, references, and goals before work starts cut revision rounds meaningfully, agency benchmarks put it at roughly four rounds down to under two.
Source: Ziflow, Creative Intake Forms GuideIt does not assume a single deliverable type
A creative agency ships branding one month and a video campaign the next. A portal built only around one file type, mockups or documents, forces the rest of your work into the wrong shape.
Access without another password
A brand manager reviewing a campaign cut between meetings will not create an account first. Choose a portal where one emailed link opens the project, so feedback arrives while the cut is fresh.
Source: Baymard Institute, password requirements researchProposals and contracts before the brief starts
Agencies live or die on how fast a signed proposal turns into a kickoff date. If the signed scope and the brief sit in separate systems, someone copies campaign details by hand before production can start.
Invoicing tied to the project it belongs to
If billing lives in a separate tool from the approval record, disputes over what was delivered turn into disputes over what was paid for.
A CRM view across every client, not just one project
You need to see which clients are up for a new project, which are at risk, and what every open proposal promised, not just the status of the project in front of you.
Real white-label, not a logo slot
A logo upload is not enough if the address still names someone else. Campaign clients who forward the link to their leadership should see your agency's domain, not a software vendor's.
Pricing that does not punish growth
Per-seat pricing scales with your team. For an agency running strategists, designers, and producers through the same tool, a flat rate is usually cheaper by the third or fourth hire.
It stays current without manual updating
A status page that waits for someone to edit it will still say concept stage when the work is already in production. It has to be the board the team actually works from.
Do You Need a Full Client Portal, or Just a Review Tool?
For a creative agency the honest starting question is not build versus buy, it is whether a multi-format review tool already covers what you need. Here is the real range of options.
A shared Drive or Dropbox folder
- Best for
- One or two clients, and you are comfortable tracking approvals in a spreadsheet or by memory.
- Cost
- Free.
- Tradeoff
- No version history tied to feedback, no client login beyond a shared link, and no record of which round was actually approved. "Final_v3_REAL_FINAL" is not an approval trail.
A guest seat in your project tool
- Best for
- You already pay for ClickUp, Monday, or Airtable and just want the client to see project status alongside a separate review tool.
- Cost
- Often free. Most project tools include guest or viewer seats, or add them cheaply, so creative studios share drafts without a new subscription.
- Tradeoff
- The client works inside your project tool with its internal task names, and signing a proposal or paying an invoice still happens elsewhere. One loose guest permission can expose edits to a campaign board that is still in progress.
A Notion project hub
- Best for
- A handful of clients, and you are comfortable updating a shared page by hand between review rounds.
- Cost
- Free to build, or a one-time template fee, with the maintenance paid in hours instead.
- Tradeoff
- Clients get a page rather than a login, billing and signing live elsewhere, and once a campaign has several formats in flight the page cannot show which version of which asset was approved.
A dedicated review tool alone
- Best for
- Agencies whose main client-facing deliverable genuinely is markup across video, images, and documents, and everything else happens over email.
- Cost
- Roughly $12 to $350 a month depending on the tool and team size.
- Tradeoff
- It is built for one job. Proposals, contracts, account status, and invoicing all live somewhere else, which puts you back into the fragmented stack you were trying to avoid.
An off-the-shelf portal, paired with a review tool
- Best for
- A growing roster of clients across multiple disciplines where briefs, proposals, project visibility, and invoicing all need one home.
- Cost
- Roughly $12 to $200 a month, rising with the number of strategists, designers and producers on a tool that bills per seat.
- Tradeoff
- You pay monthly and follow the vendor's roadmap, and the review tool for pixel and frame-level markup remains a separate subscription. In return, hosting, patching and uptime for the client-facing side are no longer your team's job.
A custom-built portal
- Best for
- Agencies with their own engineering team and a delivery process no packaged tool fits.
- Cost
- A custom build means writing asset delivery, sign-off, client login and billing yourself, using developer time a creative studio rarely has spare. Expect a cost well beyond a subscription and months of work before the first client uses it.
- Tradeoff
- The portal becomes a second product your agency has to support, and none of that time is billable. The build is rarely the surprise; the second year of fixes and format requests is.
The short answer
Rough rule: if the only thing your client ever does is mark up a file, a dedicated review tool alone is enough, and a full portal is overhead. Once proposals, client visibility across disciplines, or invoicing become real friction, pair a dedicated portal with whatever review tool already handles pixel and frame-level feedback, rather than trying to make either tool do both jobs.
How the Main Options Compare
Taskip is not a multi-format review tool, and pretending otherwise wastes your time. Agencies running Taskip report a 25% increase in on-time deliverables and 7 hours saved weekly on admin, here is where each option genuinely fits, and what it is missing.
| Option | Best for | Pricing model | White-label | Invoicing built in | Multi-format review |
|---|---|---|---|---|---|
| Taskip | Creative agencies that want briefs, proposals, client comms, projects and invoicing in one tool, flat from $12/mo | Flat, from $12/mo | Yes, custom domain | Yes | No, clients review the file in a dedicated tool, you approve the round in Taskip |
| Filestage | Agencies running standardized review across video, images, and documents at scale | Flat tiers, from $199/mo billed monthly | Not publicly confirmed | No | Yes, this is its core |
| SuperOkay | Boutique studios wanting the portal itself to look designed, with embedded Figma | Flat tiers | Yes, on paid tiers | No | Partial, via embeds |
| SuiteDash | Heavy white-label and automation for agencies willing to configure it | Flat tiers | Yes, extensive | Yes | No |
| Assembly (formerly Copilot) | Productized creative services that want a highly polished client app | Billed in tiers of contacts and internal users, starting at $29/mo on annual billing | Yes | Yes | No |
| ManyRequests | Productized agencies wanting design annotations and billing bundled | Flat tiers, from $99/mo | Full white-label only on the $399/mo Pro tier | Yes | Yes, from the $149/mo Core tier up |
| A shared Drive folder | One or two clients, comfortable tracking approvals by hand | Free | No | No | No, and no version history either |
Prices checked October 2026 on each vendor's pricing page. Tiers change, so confirm current pricing before deciding. Most agencies that need both a portal and multi-format review end up running one of each rather than choosing between them.
Why Client Portals Fail at Creative Agencies
The common objection is "my client just marks up the file, that is all they need," and it is usually half right. Four patterns explain most abandoned portals at creative agencies, and each has a practical fix.
It forces every deliverable into the same file type
FixDo not try to force pixel or frame-level markup into a general portal. Keep pinned feedback in a dedicated review tool that handles whatever format the deliverable actually is, and use the portal for the round-level approval record and everything around it.
It shows the client your production board instead of a decision
FixThe client view should answer three questions: what stage is my project at, what do you need from me, and what am I being asked to approve. Keep production-level detail on your side of the wall.
Campaign status lags behind the real work
FixRun the project from the portal board itself. A copy that someone updates after each production round will be a week behind, and clients will go back to asking by email.
Once the brief is in, there is nothing to open it for
FixAttach a client action to every stage: a concept to approve, a milestone invoice, the next brief form. A folder of exported assets gets opened once and left alone.
How Taskip Works for Creative Agencies
Turn Briefs Into Signed Projects
Control your entire sales process from first brief to signed contract.
- Custom pipeline stages from brief to signed project
- Drag-and-drop deal management with project value
- Proposal and contract sent from the workspace where the brief form lives
- Automated follow-up tasks and reminders
Client Feedback in One Thread
Every conversation about a project lives on one project thread, not scattered across email and Slack.
- One thread per project, so feedback on a video cut is not split between email and chat
- Feedback and approvals timestamped and tied to the round
- Creative debate on the team side never appears in the client's view
Projects Your Client Can Actually See
Client-visible progress in a fully white-labeled portal, without exposing your internal production board.
- One board per client, free of the internal task names your team uses
- Brief, concept, production, and review stages the client can follow
- Files, brand assets, and deliverables filed against the right project, whatever the format
Invoicing Tied to the Work
The part of an agency that compounds: billing that runs on its own.
- Invoices tied to the project and the round that triggered them
- Automated reminders so payments never sit unanswered
- Invoices are paid by card or PayPal in the portal that holds the approvals
How Client Sign-Off Works in Taskip
Most disputes with a creative client are about what was approved, not what was delivered. The record covers the brief version, the concept that was approved, and what the work cost.
- Step 1
Propose
Scope and pricing go out as a signable proposal from the portal the client will use for the whole project.
- Step 2
Brief
Intake forms collect the brief, references, and brand assets before production starts.
- Step 3
Review
Feedback on each deliverable is timestamped on the project thread, and your team replies in the same thread.
- Step 4
Approve
Each round is marked approved, which closes it and opens the next.
- Step 5
Invoice
The invoice goes out referencing the round or milestone it was triggered by.
To be clear about what this is: Taskip holds the proposal, the feedback thread, the round approvals and the matching invoice. It does not render pixel or frame-level markup on the deliverable itself the way a dedicated review tool does. Agencies pair Taskip with one of those for that, and keep the relationship, the approvals, and the billing here.
7h
saved per week by cutting down on admin work
85%
of agencies see smoother teamwork and faster execution
25%
increase in on-time client deliverables
$12/mo
flat starting price, not billed per client
Templates & Tools for Creative Agencies
Everything Creative Agencies Need in One Platform
White-Label the Whole Experience
- Your logo, your colors, your custom domain
- Taskip branding hidden from clients entirely, which comes with Growing Agency and Agency Pro and is an add-on on Freelancer and Startup Team
- Campaign clients sign in to your agency's portal, with no vendor name to explain
Client Intake Without the Back and Forth
- Forms for briefs, references, and brand assets
- Collect everything before production starts, not mid-project
- Everything filed against the right client automatically
Proposals and Contracts Before Kickoff
- Convert an accepted proposal into an invoice without retyping the scope
- The signed contract and the deposit invoice go out together
- Scope changes mid-project become a new quote with its own paper trail
One Workspace for the Whole Team
- Role-based permissions for strategists, designers, and producers
- Internal discussion separate from client-facing threads
- Per-client time tracking for hourly work and monthly creative retainers
Creative Agencies Love Taskip
“I enjoy discovering different industries and understanding their users so I can design something that actually works, not just something that looks pretty.”
Mahmudul Hasan
Founder & Lead Designer, Panze Studio
Taskip Features for Creative Agencies
FAQs: Taskip for Creative Agencies
What is a client portal for a creative agency?
A client portal for creative agencies is a branded workspace where each client follows their project from brief to final delivery, whatever the discipline. They see project status, review and approve revision rounds, sign proposals, and pay invoices, alongside a multi-format review tool for pixel and frame-level markup. For the agency, it replaces the mix of email, spreadsheets, chat apps, and a separate invoicing tool most projects get managed with.
Is a client portal the same as a review tool?
No. A tool that claims both jobs is usually weaker at one of them. A review tool like Filestage shows pixel and frame-level markup across video, images, and documents. A client portal is the workspace for everything around the work: proposals, briefs, project status, and invoicing. Agencies that need both normally pair a markup tool for the file with Taskip for the brief, approval and billing around it.
What should a creative agency client portal include?
Six things, at minimum: a proposal and contract flow before the brief starts, intake forms for the brief and brand assets, client-visible project status, a record of approved revision rounds, invoicing tied to the project, and support requests for ad-hoc work. Taskip covers all six, and pairs with a dedicated review tool for pixel and frame-level feedback.
Can creative clients use the portal under our agency's own domain and branding?
Yes. Your domain, logo and colors apply on any paid plan, so a campaign client reviews work on a page that carries your agency's identity. Full removal of Taskip branding is included on Growing Agency ($59/month) and Agency Pro, and costs extra as an add-on on Freelancer and Startup Team. A brand team forwarding the link internally then sees your agency, not a platform.
How does invoicing work across multiple projects?
Each invoice ties back to the project and the round that triggered it, so a client asking "what is this charge for" gets an answer instead of a guess. Ad-hoc requests come in as support tickets instead of a separate email thread, and recurring retainer work bills automatically on schedule.
How much does a client portal for creative agencies cost?
Pricing begins at $12/mo, flat, with no per-client charge. A client portal for creative agencies generally runs from around $12 to $200 a month, separate from whatever you already pay for file review. The bigger variable is the pricing model: flat-rate tools charge the same whether you have three clients or thirty, while per-seat tools multiply as your team grows. Briefs, proposals, boards, approvals, invoices and support requests share one plan, standing in for 8+ tools a creative team would otherwise juggle.
Should I just use a review tool instead of a full portal?
If the only thing your client ever does is mark up a file, yes, a dedicated review tool alone is enough, and a full portal is overhead. Once proposals, client visibility across projects, or invoicing start creating real friction, that is the point to add a dedicated portal alongside the review tool, not instead of it.
Will brand and campaign clients log in, or keep sending feedback by email?
Brand and campaign clients log in when a cut, concept or invoice is waiting on them. They drift back to email when the portal tries to replace the review tool, exposes your internal production board, or shows status that is a round behind. Link each review request straight into the portal and the habit forms around real deadlines.
Does this work across branding, video, and campaign work in the same portal?
Yes, because the portal tracks the project and the approval, not the file format. A branding project, a video campaign, and a print run all move through the same brief, review, approve, and invoice stages, whichever dedicated tool handles the actual file markup.
Is there a free client portal for creative agencies?
There are free tiers and free review tools for one or two clients, and they can be enough at that scale. The usual limits on the portal side are no white-labeling, no invoicing, caps on clients, and no approval record, which is the piece that matters most when a project scope gets disputed. If you are running several concurrent projects, the cost of a paid portal is typically less than one unbilled hour a month spent chasing approvals across email.